Microsoft, Amazon, Samsung Earnings Oct 28-29: AI Hardware Week Ahead
Microsoft reports earnings Oct. 28, Amazon and Samsung Oct. 29, and Holtec expects NRC reviews by early November: the dated events for AI power, capacity and chips, Oct. 26 to Nov. 1.
2 min readAI-assisted
A Microsoft Azure chip from the company's newsroom. The image is not tied to the Oct. 28 earnings call; Microsoft is the first of the week's reporters.
Image: Microsoft
Source · Press image from the Microsoft newsroom, used for news reporting.
Microsoft, Amazon and Samsung Electronics each hold earnings calls between Wednesday, Oct. 28, and Thursday, Oct. 29, 2026, and Holtec International expects two NRC safety evaluations on its SMR-300 reactor design by early November. This guide lists only dated events from Oct. 26 to Nov. 1 that carry a source, and it predicts no outcomes.
Microsoft reports Oct 28 and Amazon and Samsung Oct 29; the NVIDIA and Holtec timings are vendor claims.
Illustration (AI-generated)
Wednesday, Oct. 28: Microsoft reports, Apple holds an event
Microsoft lists its fiscal 2027 first-quarter earnings call for Wednesday, Oct. 28, on its investor relations site, with Chairman and CEO Satya Nadella and executive vice president and CFO Amy Hood on the call. Capital spending and comments on capacity and power timing are the lines to read, after a 422 MW campus filing in Rome, Georgia and a dropped 50 MW Nscale site.
The same day Apple hosts a "Pro and tell" event in Los Angeles, according to Reuters as carried by The Star. Reuters, citing Bloomberg News, says the event is expected to feature Apple's first touch-screen MacBook Pro. That product report is unconfirmed by Apple, which has so far shared only the name, date and place.
Thursday, Oct. 29: Amazon and Samsung report
Amazon will hold its Q3 2026 results conference call on Oct. 29 at 2:00 p.m. PT (5:00 p.m. ET), the company said on its newsroom page. Recent Voltgrid coverage includes a dropped four-building plan in Ashburn and a report that Amazon took $5 billion of NVIDIA GB300 racks before sites had power.
Samsung Electronics schedules its Q3 2026 earnings conference call for Oct. 29 at 10:00 a.m. KST, according to the investor relations page of Samsung Electronics. The company gave preliminary figures on Oct. 8, so the call is where segment detail on high-bandwidth memory (HBM) can appear. HBM sits next to every AI accelerator and is a gating part of rack supply. Voltgrid covered the restart of Fab 5 at Pyeongtaek earlier this week.
End of October: NVIDIA Software and Holtec NRC Reviews
NVIDIA said in a blog post that NVIDIA Sync Model Launcher is coming at the end of the month. It lets developers run a Qwen3.8 27B model on one DGX Spark system or a cluster of them, configured from a laptop. It follows the DGX Spark 64GB partner sale on Oct. 23, and NVIDIA has not given a day.
Holtec International says on its SMR-300 page that the Nuclear Regulatory Commission (NRC) accepted for audit topical reports in August and September. The company expects a safety evaluation report on soil-structure interaction by the end of October, approval of an instrumentation and control architecture report in October, and an evaluation of a modular construction method by early November. These are Holtec's expectations, not NRC-announced dates. Small modular reactors (SMRs) are one route developers are testing for firm data-center power, and Holtec's Palisades site is in the news after it recovered a tilted fuel assembly without setting a restart date.
What is not confirmed yet
Voltgrid could not read an Alphabet investor-relations notice of its results date, so Alphabet is not listed as an event. No dated FERC open meeting falls inside the window on the sources Voltgrid read, and no Ofgem, EU or PJM deadline was found for those days. Earlier this month FERC approved PJM's 50 MW load registry but rejected its data center curtailment plan.
