Explorer
Sources
Every number on this site cites one of these sources: SEC filings, company statements, media reports and market data. Use Export CSV for the rows you are looking at.
Quick answer
Every number on AI Revenue Wars comes from one of 928 sources: 803 SEC filings, 79 company statements, 42 media reports and 2 market-data series. Each source is listed here with its date, its publisher and the companies it supports.
Public-company revenue and capital spending are read from each company's own 10-Q and 10-K filings, the most authoritative source available. Private companies don't file with the SEC, so their figures come from company announcements or media reports. They are labelled company-stated, reported by media or estimate, and never added to filed revenue.
Stock prices for QQQ and SPY come from Yahoo Finance (dividend-adjusted). Dated events such as Federal Reserve decisions, the launch of ChatGPT and NVIDIA's results each link to the original announcement.
What to look for
- The type of each source: SEC filing, company statement, media report or market data.
- How many figures each source supports, and for which companies.
- Search by company, publisher or URL to check where a specific number came from.
- Export the rows you are looking at as CSV.