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AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
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Catalysts

Calendar: earnings and data releases — next 45 days.

55 dated events: earnings for every covered name plus the recurring data releases that read through to each bottleneck. Updated automatically every day.

EarningsData release (approx. date)

Week of 09 Nov 2026 · 10 events

12 NovThu
Earnings
Applied Materials (AMAT)
Fab tools
12 NovThu
Earnings
Cisco Systems (CSCO)
Networking
12 NovThu
Earnings
Siemens (SIE.DE)
Automation
12 NovThu
Earnings
Absci (ABSI)
Drug discovery
12 NovThu
Earnings
Nebius Group (NBIS)
Hyperscalers
13 NovFri
Earnings
Nabtesco (6268.T)
Reducers
13 NovFri
Earnings
THK (6481.T)
Bearings

Week of 16 Nov 2026 · 11 events

16 NovMon
Earnings
Red Cat Holdings (RCAT)
Drones
16 NovMon
Earnings
XPeng (XPEV)
Humanoids
16 NovMon
Data release
Japan machine-tool orders (prelim.) JMTBA — Automation and robotics cycle. Date approximate.
Servos
17 NovTue
Earnings
Elbit Systems (ESLT)
Drones
17 NovTue
Earnings
NVIDIA (NVDA)
Accelerators
17 NovTue
Earnings
SQM (SQM)
Battery materials
18 NovWed
Earnings
Pony AI (PONY)
Autonomy
18 NovWed
Earnings
Palo Alto Networks (PANW)
Cyber
19 NovThu
Earnings
NKT (NKT.CO)
HV cable
20 NovFri
Data release
Taiwan export orders MOEA — New orders received by Taiwanese firms — leads actual shipments by one to three months. Date approximate.
Racks

Week of 23 Nov 2026 · 7 events

23 NovMon
Earnings
Fluence Energy (FLNC)
Storage
23 NovMon
Earnings
Symbotic (SYM)
Humanoids
23 NovMon
Data release
Korea 20-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory
24 NovTue
Earnings
Xiaomi (1810.HK)
Humanoids
24 NovTue
Earnings
Ambarella (AMBA)
Edge compute
24 NovTue
Earnings
Dell Technologies (DELL)
Racks
24 NovTue
Data release
EIA Electric Power Monthly EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
Interconnect

Week of 30 Nov 2026 · 12 events

30 NovMon
Data release
China rare-earth export data China Customs — Magnet and REE export volumes. Date approximate.
Magnets
01 DecTue
Earnings
Credo Technology (CRDO)
Networking
01 DecTue
Earnings
CrowdStrike (CRWD)
Cyber
01 DecTue
Earnings
MongoDB (MDB)
AI software
01 DecTue
Earnings
Okta (OKTA)
Cyber
01 DecTue
Data release
Korea monthly exports (incl. semiconductors) MOTIR — Total value of chips shipped out of Korea. About two-thirds is memory, so it moves with HBM and DRAM pricing. Date approximate.
Memory
02 DecWed
Earnings
AeroVironment (AVAV)
Drones
02 DecWed
Earnings
Snowflake (SNOW)
AI software
02 DecWed
Earnings
Zscaler (ZS)
Cyber
03 DecThu
Earnings
SentinelOne (S)
Cyber
04 DecFri
Data release
SIA global semiconductor sales SIA / WSTS — Three-month moving average sales. Date approximate.
Accelerators

Week of 07 Dec 2026 · 9 events

07 DecMon
Data release
Hon Hai (Foxconn) monthly sales Hon Hai — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks
08 DecTue
Earnings
Uranium Energy (UEC)
Fuel cycle
08 DecTue
Data release
Taiwan monthly exports Ministry of Finance — Most AI servers bound for US data centers leave from Taiwan. ICT exports to the US track rack shipments. Date approximate.
Racks
09 DecWed
Earnings
Broadcom (AVGO)
Accelerators
10 DecThu
Earnings
Ciena (CIEN)
Optics
10 DecThu
Earnings
Planet Labs (PL)
Satellites
10 DecThu
Data release
TSMC monthly revenue TSMC — TSMC makes nearly all leading-edge AI chips. Its monthly sales are the fastest read on AI chip output. Date approximate.
Foundry
10 DecThu
Data release
Quanta / Wistron / ASE monthly sales TWSE — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks
11 DecFri
Data release
Korea 10-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory

Week of 14 Dec 2026 · 2 events

14 DecMon
Earnings
Oracle (ORCL)
Hyperscalers
14 DecMon
Data release
Japan machine-tool orders (prelim.) JMTBA — Automation and robotics cycle. Date approximate.
Servos

Week of 21 Dec 2026 · 4 events

21 DecMon
Data release
Korea 20-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory
21 DecMon
Data release
Taiwan export orders MOEA — New orders received by Taiwanese firms — leads actual shipments by one to three months. Date approximate.
Racks
23 DecWed
Earnings
Micron Technology (MU)
Memory
24 DecThu
Data release
EIA Electric Power Monthly EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
Interconnect

Earnings dates come from public calendars and may be estimates. Recurring release dates follow historical cadence and roll forward from weekends; confirm with the source.