What to plan around.
Results from the companies that set what AI costs, the conferences where launches land, and regulatory dates. Only dates the organiser or company has announced, each linked to where we read it.
The next seven days
- 8 OctIn 5 daysResults
TSMC monthly sales, September
13:30 Taipei
The world's largest chip foundry's revenue, published monthly: the earliest hard signal on AI chip demand.
Date from TSMC investor relations →
Later
- 13–15 OctIn 10 daysConference
TechCrunch Disrupt
San Francisco
Startup launches and investor panels; a week when many early-stage rounds are announced.
Date from TechCrunch → - 15 OctIn 12 daysResults
TSMC third-quarter results
Earnings conference, 14:00 Taipei
What TSMC says about AI demand and advanced-node capacity sets expectations for every chip buyer.
Date from TSMC investor relations → - 9–12 NovIn 37 daysConference
Web Summit
Lisbon
Europe's largest tech conference: founders, investors and European policymakers in one place.
Date from Web Summit → - 10 NovIn 38 daysResults
TSMC monthly sales, October
13:30 Taipei
The next monthly read on AI chip demand from the foundry that makes most of it.
Date from TSMC investor relations → - 17–20 NovIn 45 daysConference
Microsoft Ignite
San Francisco, Moscone Center
Microsoft's enterprise conference, where Azure AI and Copilot changes for business customers are announced.
Date from Moscone Center → - 30 Nov – 4 DecIn 58 daysConference
AWS re:Invent
Las Vegas
Amazon's cloud conference: new Bedrock models, AWS chips and pricing that change what AI costs to run.
Date from AWS → - 30 Nov – 3 DecIn 58 daysConference
NVIDIA GTC Washington, D.C.
Washington, D.C. · keynote 1 Dec, 14:00 ET
Jensen Huang's keynote, in the capital, where NVIDIA's roadmap meets US policy.
Date from NVIDIA → - 10 DecIn 68 daysResults
TSMC monthly sales, November
13:30 Taipei
The last monthly demand signal before year-end results.
Date from TSMC investor relations →
Not here yet, on purpose: Microsoft, Alphabet, Meta, Amazon, Intel and AMD have not announced their third-quarter results dates. Other sites print estimates as if they were confirmed. We add a date when the company publishes it.