The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Chips

Capital · in

across 8 members — open each for the figure + sources

about Chips

aggregate of member nodes

Aggregate of 8 member claims — each member's sourced figures are below.


the working

Basis

aggregate of member nodes

Member claims 8

This is an aggregate — its evidence is the members' own claims.

  • Nvidia FY2026 revenue $215.9B (Data Center $193.7B); Q1 FY27 DC $75.2B/qtr (~$300B run-rate)
  • Broadcom FY2025 revenue $63.9B; TTM revenue $75.5B (Semiconductor Solutions $47.8B + Infrastructure …
  • SK Hynix FY2025 revenue ~$70B (97.15T KRW); TTM revenue ~$96B (132.08T KRW, HBM surge); TTM net …
  • Micron FY2025 revenue $37.4B; TTM revenue $90.3B (HBM-driven surge, +142% YoY); TTM net income …
  • CXMT IPO ~$8.5-9.8B + recent-period revenue ~$7.4B (50.8B yuan, +700% YoY). NB the $7.4B is …
  • AMD FY2025 revenue $34.6B; TTM revenue $37.5B; TTM net income $5.0B
  • Qualcomm FY2025 revenue $44.3B; TTM revenue $44.5B; TTM net income $9.9B
  • Arm FY2026 revenue $4.92B (licensing + per-chip royalties); net income $904M

Threads 0

No thread tagged to this actor yet.

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Chips.