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Which companies does W-6 test?
28 companies, under 2 questions: Who makes the chips, and the tools to make them? · Whose business is AI itself?
Spending on the AI build is running ahead of the revenue it produces.
What would prove us wrong
Cloud revenue keeps pace with contracted backlog through the next two rounds of reports, and no other big buyer starts renting out spare capacity.
Review 2027-02-28 · check: cloud companies' 10-Qs, 10-Ks and earnings releases; SpaceX filings on the Google lease. · the claim's page
| Company | What it sells | Reports next |
|---|---|---|
| AMD AMD |
Advanced Micro Devices designs processors and graphics chips for data centres and PCs, along with AI accelerator chips. | 3 Nov · expected, per Nasdaq |
| ASE Technology ASX |
ASE Technology packages and tests semiconductor chips for other companies. | 29 Oct · expected, per Nasdaq |
| Air Products APD |
Air Products sells industrial gases such as oxygen, nitrogen and hydrogen, plus the equipment that produces them, supplying basic inputs that chipmakers and data centres need. | 5 Nov · expected, per Nasdaq |
| Alphabet GOOG |
Alphabet, Google's parent, earns most of its money from search and YouTube advertising, sells cloud computing services, and funds artificial intelligence research. | 28 Oct · announced by the company |
| Amazon AMZN |
Amazon runs online stores, an advertising business and Amazon Web Services, which rents out computing, storage and artificial intelligence services on demand. | 29 Oct · announced by the company |
| Amkor AMKR |
Amkor provides chip packaging and testing services that connect silicon dies to circuit boards. | 26 Oct · expected, per Nasdaq |
| Apple AAPL |
Apple designs and sells consumer devices such as the iPhone and Mac, with AI features built into them. | 2 Nov · expected, per Nasdaq |
| Applied Digital APLD |
Applied Digital builds and leases data centers that house high-powered computing equipment for artificial intelligence customers. | not yet announced |
| Astera Labs ALAB |
Astera Labs designs chips and connectivity hardware that move data quickly between processors, memory and servers in AI data centres. | 3 Nov · expected, per Nasdaq |
| Broadcom AVGO |
Broadcom designs custom AI accelerator chips and high-speed networking silicon that link processors together. | 10 Dec · expected, per Nasdaq |
| C3.ai AI |
C3.ai sells enterprise software that helps large companies build and run artificial intelligence applications. | 2 Dec · expected, per Nasdaq |
| CoreWeave CRWV |
CoreWeave rents graphics processing chips by the hour from data centers built for artificial intelligence. | 9 Nov · expected, per Nasdaq |
| Credo Tech CRDO |
Credo Technology makes high-speed chips and cables that move data between servers and processors. | 7 Dec · expected, per Nasdaq |
| Elastic ESTC |
Elastic sells search and analytics software that helps companies find and make sense of their data. | 19 Nov · expected, per Nasdaq |
| Entegris ENTG |
Entegris makes specialty chemicals, materials and filtration products that chipmakers use to build semiconductors. | 29 Oct · expected, per Nasdaq |
| IREN IREN |
IREN sells GPU-powered computing capacity to AI developers from its own data centres. | 5 Nov · expected, per Nasdaq |
| KLA KLAC |
KLA makes inspection and metrology tools that check semiconductor wafers for defects during manufacturing. | 4 Nov · expected, per Nasdaq |
| Lam Research LRCX |
Lam Research makes the machines chipmakers use to etch and deposit the microscopic layers that form semiconductors. | 21 Oct · expected, per Nasdaq |
| Linde LIN |
Linde supplies industrial gases such as oxygen, nitrogen and argon, plus the ultra-pure gases chipmakers use. | 29 Oct · expected, per Nasdaq |
| Lumentum LITE |
Lumentum makes lasers and optical components that move data between servers and data centres. | 5 Nov · expected, per Nasdaq |
| Marvell MRVL |
Marvell designs custom chips and networking silicon that link and power data-center servers. | 1 Dec · expected, per Nasdaq |
| Meta META |
Meta sells advertising and runs social apps such as Facebook and Instagram, and it builds AI models for its own products. | 21 Oct · announced by the company |
| Micron MU |
Micron makes memory and storage chips, including the high-speed DRAM and flash that feed processors. | not yet announced |
| MongoDB MDB |
MongoDB sells a database platform that developers use to store and manage application data. | 7 Dec · expected, per Nasdaq |
| NVIDIA NVDA |
NVIDIA designs the graphics processors and software platforms that power AI data centers, and its chips also serve as onboard computing brains for robots. | 18 Nov · expected, per Nasdaq |
| Nebius NBIS |
Nebius rents out graphics-processing servers and cloud infrastructure for training and running artificial intelligence models. | 10 Nov · expected, per Nasdaq |
| SoundHound SOUN |
SoundHound sells voice AI software that lets businesses and devices understand and respond to spoken requests. | 5 Nov · expected, per Nasdaq |
| TSMC TSM |
Taiwan Semiconductor Manufacturing Company makes advanced chips designed by other firms. | not yet announced |
Showing 28 of 28 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.