Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue.

On August 16, 2026, the Wall Street Journal reported that nine major technology companies, including Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc.

While Wall Street piles into the usual semiconductor giants, three mid-cap names buried deeper in the AI stack are quietly booking orders into 2027 and posting triple-digit revenue growth that most investors have not noticed yet.

Stocks looked set to rally on Thursday after chip maker Nvidia’s solid second-quarter earnings helped breathe some life back into the artificial-intelligence trade. S&P 500 futures rose 0.5%. Nasdaq 100 futures jumped 1.

Revenue increased 92% year-over-year to $7.8 billion, adjusted EBITDA nearly tripled to $3.5 billion, Starlink reached 12 million subscribers, and the AI business moved from an adjusted EBITDA loss to a sizeable profit.

Founder and CEO James Heckman and the co-founding team rang the closing bell in Times Square as the platform launched complete with millions of users across the network, with meaningful revenue expected Q4.

AZIO AI Holdings (NASDAQ: AZIO) is positioning its Atlas One development in south Texas to address growing demand for

Pursuant to the terms of the purchase order, the B300 AI servers are scheduled for delivery in the fourth quarter of 2026 and will be deployed in local Australian data centers to expand Ezisight's domestic GPU compute resource pool, supporting growing local workloads for large-model training and AI inference.

NVIDIA’s AI momentum remains powerful as data center demand expands, while margins, competition, supply capacity and global access stay in focus.