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How each company in a group stands on five things from the filings, then what each says about a topic in its latest 10-K, side by side, and how often it came up compared with the year before.

Technology: where each company stands, in one shape

How the shape is drawn →

Five things from the filings, each ranked against all 532 companies we cover: sales growth, net margin, debt, the six accounting checks, and insider and superinvestor buying. The fuller the shape, the higher its reported figures rank. Relative position, not a buy score or advice.

All 75 companies in Technology
HPQ HP Inc. GrowthProfitBalanceCleanInsiders Sales +3%Margin 4.1%Checks 0 flagged SMCI Supermicro GrowthProfitBalanceCleanInsiders Sales +78%Margin 6.8%Checks 6 flagged AMD Advanced Micro Devices GrowthProfitBalanceCleanInsiders Sales +34%Margin 17%Checks 1 flagged CRM Salesforce GrowthProfitBalanceCleanInsiders Sales +10%Margin 22%Checks 2 flagged QCOM Qualcomm GrowthProfitBalanceCleanInsiders Sales -3%Margin 32%Checks 2 flagged HPE Hewlett Packard Enterprise GrowthProfitBalanceCleanInsiders Sales +14%Margin 6.7%Checks 2 flagged JBL Jabil GrowthProfitBalanceCleanInsiders Sales +21%Margin 2.9%Checks 2 flagged APH Amphenol GrowthProfitBalanceCleanInsiders Sales +52%Margin 18%Checks 1 flagged FLEX Flex Ltd. GrowthProfitBalanceCleanInsiders Sales +8%Margin 3.4%Checks 1 flagged AMAT Applied Materials GrowthProfitBalanceCleanInsiders Sales +4%Margin 30%Checks 0 flagged SNDK Sandisk GrowthProfitBalanceCleanInsiders Sales +175%Margin 67%Checks 2 flagged LRCX Lam Research GrowthProfitBalanceCleanInsiders Sales +26%Margin 32%Checks 4 flagged ADBE Adobe Inc. GrowthProfitBalanceCleanInsiders Sales +11%Margin 28%Checks 1 flagged CDW CDW Corporation GrowthProfitBalanceCleanInsiders Sales +7%Margin 4.5%Checks 1 flagged CTSH Cognizant GrowthProfitBalanceCleanInsiders Sales +7%Margin 12%Checks 0 flagged INTU Intuit GrowthProfitBalanceCleanInsiders Sales +14%Margin 21%Checks 0 flagged TXN Texas Instruments GrowthProfitBalanceCleanInsiders Sales +13%Margin 34%Checks 0 flagged TEL TE Connectivity GrowthProfitBalanceCleanInsiders Sales +15%Margin 16%Checks 0 flagged GLW Corning Inc. GrowthProfitBalanceCleanInsiders Sales +19%Margin 12%Checks 1 flagged NOW ServiceNow GrowthProfitBalanceCleanInsiders Sales +21%Margin 9.4%Checks 1 flagged KLAC KLA Corporation GrowthProfitBalanceCleanInsiders Sales +12%Margin 36%Checks 2 flagged WDC Western Digital GrowthProfitBalanceCleanInsiders Sales +36%Margin 69%Checks 1 flagged ADI Analog Devices GrowthProfitBalanceCleanInsiders Sales +17%Margin 30%Checks 0 flagged STX Seagate Technology GrowthProfitBalanceCleanInsiders Sales +34%Margin 32%Checks 1 flagged NXPI NXP Semiconductors GrowthProfitBalanceCleanInsiders Sales -3%Margin 23%Checks 2 flagged MSI Motorola Solutions GrowthProfitBalanceCleanInsiders Sales +8%Margin 17%Checks 2 flagged ANET Arista Networks GrowthProfitBalanceCleanInsiders Sales +29%Margin 40%Checks 1 flagged PANW Palo Alto Networks GrowthProfitBalanceCleanInsiders Sales +24%Margin 2.7%Checks 1 flagged WDAY Workday, Inc. GrowthProfitBalanceCleanInsiders Sales +13%Margin 12%Checks 1 flagged MRVL Marvell Technology GrowthProfitBalanceCleanInsiders Sales +42%Margin 28%Checks 2 flagged SNPS Synopsys GrowthProfitBalanceCleanInsiders Sales +15%Margin 11%Checks 2 flagged ROP Roper Technologies GrowthProfitBalanceCleanInsiders Sales +12%Margin 31%Checks 0 flagged COHR Coherent Corp. GrowthProfitBalanceCleanInsiders Sales +23%Margin 12%Checks 3 flagged FTNT Fortinet GrowthProfitBalanceCleanInsiders Sales +14%Margin 29%Checks 1 flagged ADSK Autodesk GrowthProfitBalanceCleanInsiders Sales +18%Margin 21%Checks 1 flagged NTAP NetApp GrowthProfitBalanceCleanInsiders Sales +5%Margin 19%Checks 0 flagged PLTR Palantir Technologies GrowthProfitBalanceCleanInsiders Sales +56%Margin 50%Checks 1 flagged KEYS Keysight Technologies GrowthProfitBalanceCleanInsiders Sales +8%Margin 19%Checks 1 flagged TDY Teledyne Technologies GrowthProfitBalanceCleanInsiders Sales +8%Margin 16%Checks 0 flagged IT Gartner GrowthProfitBalanceCleanInsiders Sales +4%Margin 15%Checks 1 flagged ON ON Semiconductor GrowthProfitBalanceCleanInsiders Sales -15%Margin 11%Checks 1 flagged ZBRA Zebra Technologies GrowthProfitBalanceCleanInsiders Sales +8%Margin 9.8%Checks 2 flagged CDNS Cadence Design Systems GrowthProfitBalanceCleanInsiders Sales +14%Margin 23%Checks 1 flagged CIEN Ciena GrowthProfitBalanceCleanInsiders Sales +19%Margin 11%Checks 0 flagged TWLO Twilio GrowthProfitBalanceCleanInsiders Sales +14%Margin 22%Checks 0 flagged MCHP Microchip Technology GrowthProfitBalanceCleanInsiders Sales +7%Margin 15%Checks 1 flagged Q Qnity Electronics GrowthProfitBalanceCleanInsiders Sales +10%Margin 10%Checks 1 flagged CRWD CrowdStrike GrowthProfitBalanceCleanInsiders Sales +22%Margin 0.8%Checks 0 flagged GEN Gen Digital GrowthProfitBalanceCleanInsiders Sales +27%Margin 23%Checks 2 flagged GDDY GoDaddy GrowthProfitBalanceCleanInsiders Sales +8%Margin 19%Checks 0 flagged TER Teradyne GrowthProfitBalanceCleanInsiders Sales +13%Margin 27%Checks 3 flagged AKAM Akamai Technologies GrowthProfitBalanceCleanInsiders Sales +5%Margin 8.8%Checks 0 flagged DDOG Datadog GrowthProfitBalanceCleanInsiders Sales +28%Margin 6.1%Checks 0 flagged P Everpure GrowthProfitBalanceCleanInsiders Sales +16%Margin 5.9%Checks 3 flagged SWKS Skyworks Solutions GrowthProfitBalanceCleanInsiders Sales -2%Margin 7.2%Checks 1 flagged TRMB Trimble Inc. GrowthProfitBalanceCleanInsiders Sales -3%Margin -4.1%Checks 6 flagged LITE Lumentum GrowthProfitBalanceCleanInsiders Sales +83%Margin -176%Checks 0 flagged MPWR Monolithic Power Systems GrowthProfitBalanceCleanInsiders Sales +26%Margin 24%Checks 3 flagged FFIV F5, Inc. GrowthProfitBalanceCleanInsiders Sales +10%Margin 22%Checks 0 flagged PTC PTC Inc. GrowthProfitBalanceCleanInsiders Sales +19%Margin 41%Checks 1 flagged FICO Fair Isaac GrowthProfitBalanceCleanInsiders Sales +27%Margin 33%Checks 0 flagged TYL Tyler Technologies GrowthProfitBalanceCleanInsiders Sales +9%Margin 14%Checks 0 flagged VRSN Verisign GrowthProfitBalanceCleanInsiders Sales +6%Margin 49%Checks 1 flagged

What they say about one topic

AI: paragraphs that mention it

bar = this year · line = last year
MSFT 94 vs 63 PANW 90 vs 50 NVDA 79 vs 78 CRM 73 vs 56 NOW 67 vs 41 ADBE 62 vs 65 AMD 60 vs 54 ANET 59 vs 54 DELL 58 vs 43 HPE 58 vs 50 INTC 58 vs 48 QCOM 58 vs 38 GDDY 57 vs 32 CTSH 54 vs 41 INTU 54 vs 36 WDAY 53 vs 27 ACN 51 vs 45 MU 50 vs 36 CRWD 49 vs 36 CSCO 46 vs 32 SMCI 42 vs 27 ORCL 41 vs 19 AVGO 39 vs 34 CDNS 39 vs 31 MRVL 38 vs 17 NTAP 38 vs 22 MCHP 36 vs 14 TRMB 36 vs 18 MSI 35 vs 20 FICO 33 vs 19 GEN 33 vs 22 AAPL 32 vs 6 PLTR 30 vs 25 TWLO 30 vs 25 LITE 29 vs 31 ROP 29 vs 3 P 27 vs 17 CIEN 26 vs 20 FTNT 26 vs 21 SNPS 26 vs 22 COHR 24 vs 18 HPQ 23 vs 20 SNDK 23 vs 12 KLAC 22 vs 9 ADI 21 vs 16 ADSK 21 vs 17 DDOG 21 vs 12 ON 21 vs 14 WDC 21 vs 10 CDW 20 vs 12 Q 19 AKAM 18 vs 8 LRCX 17 vs 5 FFIV 15 vs 11 TER 15 vs 5 FLEX 14 vs 8 IBM 14 vs 14 NXPI 14 vs 7 STX 14 vs 13 TYL 14 vs 13 VRSN 14 vs 2 TEL 12 vs 12 ZBRA 12 vs 7 APH 11 vs 8 IT 11 vs 8 AMAT 10 vs 11 JBL 10 vs 8 KEYS 9 vs 5 SWKS 9 vs 7 TDY 9 vs 7 FSLR 8 vs 8 GLW 8 vs 6 MPWR 8 vs 10 PTC 5 vs 1 TXN 1 vs 1

MSFT MICROSOFT CORP

94 paragraphs

Microsoft is a technology company committed to making digital technology and artificial intelligence (“AI”) available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more. We create platforms and applications, powered by AI, that deliver innovative solutions that meet the evolving needs of our customers.

Item 7, MD&A, 10-K 2026-07-29 ↗

… Legislative and regulatory action is evolving with respect to AI, which could increase costs or restrict opportunity. For example, the EU’s AI Act may increase costs or impact the provision or operation of our AI models and services in …

Item 1A, Risk Factors, 10-K 2026-07-29 ↗

PANW Palo Alto Networks Inc

90 paragraphs

The rapid deployment of generative AI systems and AI agents is creating a new class of identity that requires authenticated, secure access to sensitive resources at a scale and speed exceeding traditional identity models designed for human users. As AI …

Item 1A, Risk Factors, 10-K 2026-09-10 ↗

… In April 2026, we launched a new suite of Unit 42 Frontier AI Defense services to help customers proactively discover and neutralize threats introduced by next-generation AI models.

Item 7, MD&A, 10-K 2026-09-10 ↗

NVDA NVIDIA CORP

79 paragraphs

Governments and regulators are also considering, and in certain cases, have imposed restrictions on the hardware, software, and systems used to develop frontier foundation models and generative AI. For example, the EU AI Act became effective on August 1, 2024 …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

… For example, regulation adopted in response to the European Union Code of Practice for General Purpose Artificial Intelligence could require us to notify the European Commission regarding details of some of our Trustworthy AI processes related to our risk framework …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

CRM Salesforce, Inc.

73 paragraphs

… to AI, including emerging AI technologies such as generative AI, and are also enacting, or considering enacting, AI-specific legal frameworks, such as the EU AI Act, and the Utah Artificial Intelligence Policy Act, the Colorado Artificial Intelligence Act and …

Item 1A, Risk Factors, 10-K 2026-03-02 ↗

expansion of our AI capabilities to content generation, including through Agentforce and other generative AI offerings, introduces additional risks and responsibilities.

Item 1A, Risk Factors, 10-K 2026-03-02 ↗

NOW ServiceNow, Inc.

67 paragraphs

… The pace of innovation will continue to accelerate as customers recognize the advantages of acquiring leading digital technologies and adopting AI native solutions and modern cloud-based infrastructure. Cutting-edge capabilities such as AI, machine learning, hyper automation, low-code …

Item 1A, Risk Factors, 10-K 2026-01-29 ↗

ServiceNow delivers solutions that help public and private organizations govern, secure and manage artificial intelligence and digitalize and streamline workflows to drive collaboration, productivity and better experiences across the enterprise. At the core of these solutions is the ServiceNow AI …

Item 7, MD&A, 10-K 2026-01-29 ↗

ADBE ADOBE INC.

62 paragraphs

Social, ethical and operational issues relating to the use of AI, including generative AI and agentic AI, in our solutions may result in reputational harm, liability and additional costs. We are increasingly incorporating AI technologies, developed by us and by …

Item 1A, Risk Factors, 10-K 2026-01-15 ↗

By viewing the business through this lens, we can more effectively execute our long-term growth strategies. Our success will be achieved through continued acquisition and retention of our customer base by delivering valuable new features and technologies to customers with our latest releases, including generative AI capabilities to enhance creativity, productivity and marketing, and expanding availability of our offerings across an increasing number of surfaces.

Item 7, MD&A, 10-K 2026-01-15 ↗

AMD ADVANCED MICRO DEVICES INC

60 paragraphs

To execute our AI strategy, we brought in multiple AI teams across AMD to drive development of a comprehensive software ecosystem spanning our full product portfolio. We delivered key optimizations and expanded framework and library support in the latest version of AMD ROCm™ software, improving performance for generative AI workloads and simplifying the developer experience across training and inference.

Item 7, MD&A, 10-K 2026-02-04 ↗

We also made strategic investments through acquisitions to further advance our software capabilities including compiler and AI expertise in machine learning, inference and performance optimization, and enable highly optimized solutions across the stack; to scale our ability to support and …

Item 7, MD&A, 10-K 2026-02-04 ↗

ANET Arista Networks, Inc.

59 paragraphs

We use machine learning and AI technologies in our offerings and business, including in our Arista Guardian for Network Identity offering, and we are making investments in expanding our AI capabilities in our products, services, and tools, including ongoing deployment …

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

Uncertainty around new and emerging AI technologies may require additional investment in the obtaining, developing and maintaining of proprietary datasets and machine learning models, development of new approaches and processes to provide attribution or remuneration to creators of training data …

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

DELL Dell Technologies Inc.

58 paragraphs

We pursue a strategy of providing broad and innovative technology solutions for the data and artificial intelligence era and being at the forefront of AI, software-defined, and cloud native infrastructure solutions. To successfully execute our strategy, we must continue …

Item 1A, Risk Factors, 10-K 2026-03-16 ↗

Dell Technologies is a leader in the global technology industry focused on providing broad and innovative technology solutions for the data and artificial intelligence (“AI”) era. We build and offer solutions ranging from client devices and peripherals to infrastructure solutions …

Item 7, MD&A, 10-K 2026-03-16 ↗

HPE Hewlett Packard Enterprise Co

58 paragraphs

… While new AI initiatives, laws, and regulations are emerging and evolving, including in the U.S. from a statewide and federal perspective as well as globally (such as the EU's Artificial Intelligence Act that became effective in August 2024 …

Item 1A, Risk Factors, 10-K 2025-12-18 ↗

• Issues in the development and use of artificial intelligence may result in reputational harm, liability, or impact to our results of operations.

Item 1A, Risk Factors, 10-K 2025-12-18 ↗

INTC INTEL CORP

58 paragraphs

… The proliferation of generative AI increases the risk of these technologies being used by threat actors to impersonate authorized individuals, which may make attacks even more difficult to detect and prevent. Moreover, the increased adoption of generative AI models within …

Item 1A, Risk Factors, 10-K 2026-01-23 ↗

Our use of AI technology may subject us to reputational, financial, legal or regulatory risks. As we incorporate AI technology into our products and services, any failure to address concerns relating to the responsible use of the evolving AI technology …

Item 1A, Risk Factors, 10-K 2026-01-23 ↗

QCOM QUALCOMM INC/DE

58 paragraphs

AI technologies, including machine learning, generative AI, agentic AI and other data driven computational techniques, are increasingly important to our strategy across mobile, automotive, IoT, data center and other industries and applications, and we are investing significant engineering, research and …

Item 1A, Risk Factors, 10-K 2026-11-04 ↗

• Our increasing focus on artificial intelligence (AI), including on-device AI, agentic AI and AI infrastructure, may not result in the anticipated benefits and could expose us to additional competitive, regulatory, intellectual property and operational risks.

Item 1A, Risk Factors, 10-K 2026-11-04 ↗

GDDY GoDaddy Inc.

57 paragraphs

… Any content created by us using generative AI tools may not benefit from intellectual property protection which may affect our ability to commercialize such content. The use or adoption of AI technologies in our solutions may subject us to copyright …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

In addition, we and our competitors continue to invest in AI and integrate AI capabilities into products, services and internal operations. AI technology and services are highly competitive, rapidly evolving and may at times require significant investment, including with respect …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP

54 paragraphs

Furthermore, the legal and regulatory landscape surrounding AI technologies is rapidly evolving, uncertain and varies significantly by jurisdiction. Authorities around the world are applying, or considering applying, laws and regulations related to IP, cybersecurity, export controls, privacy, data security and …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

operational costs to build and support our AI capabilities, including costs to ensure ongoing compliance with the complex and rapidly evolving legal landscape around AI and automation. If we fail to develop and implement AI solutions that meet our internal …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

INTU INTUIT INC.

54 paragraphs

We continue to build and significantly invest in systems and tools that incorporate AI technologies, including agentic and generative AI for customers, experts, our workforce, and our internal business operations. We also use third parties to support this work. Developing …

Item 1A, Risk Factors, 10-K 2026-09-09 ↗

… For example, in 2025, the European Union's Artificial Intelligence Act (AI Act) went into force regulating AI systems that affect individuals located in the EU. Additionally, countries and states are applying their data and consumer protection laws to AI …

Item 1A, Risk Factors, 10-K 2026-09-09 ↗

WDAY Workday, Inc.

53 paragraphs

… We may also face greater competition from non-specialist solutions relying on generic large language models (“LLMs”), generative AI, and general-purpose agents to address a broad range of business needs. In order to take advantage of customer demand for …

Item 1A, Risk Factors, 10-K 2026-03-06 ↗

… With the introduction of new technologies, such as generative AI, we expect competition to intensify in the future. As we attempt to sell our products and solutions to potential and current customers, we must demonstrate that our products and solutions …

Item 1A, Risk Factors, 10-K 2026-03-06 ↗

ACN Accenture plc

51 paragraphs

AI technologies are complex and rapidly evolving, and we face significant competition, including from our clients and ecosystem partners, who have and may continue to develop their own internal AI-related capabilities, as well as AI-native companies, which can …

Item 1A, Risk Factors, 10-K 2026-10-16 ↗

We are increasingly applying AI-based technologies to our solutions and services, to how we deliver work to our clients, with our ecosystem partners and to our own internal operations. In addition, we are creating new offerings to implement AI …

Item 1A, Risk Factors, 10-K 2026-10-16 ↗

MU MICRON TECHNOLOGY INC

50 paragraphs

In addition, AI and the associated demand for memory has been a significant driver of increased demand for our products. AI technology is complex and rapidly evolving, and may expose us to significant competitive, legal, regulatory, and other risks. The …

Item 1A, Risk Factors, 10-K 2026-10-09 ↗

Additionally, AI algorithms or training methodologies may be flawed, and datasets may contain irrelevant, insufficient, or biased information, which can cause errors in outputs. Failures to develop, deploy, or use AI technologies in a safe, responsible, and effective manner, whether …

Item 1A, Risk Factors, 10-K 2026-10-09 ↗

CRWD CrowdStrike Holdings, Inc.

49 paragraphs

… For example, generative AI has been known to produce false or “hallucinatory” interferences or outputs, and certain generative AI uses machine learning and predictive analytics, which may be flawed, insufficient, of poor quality, reflect unwanted forms of bias, or contain …

Item 1A, Risk Factors, 10-K 2026-03-05 ↗

… We took a fundamentally different approach to solve this problem with the AI-native CrowdStrike Falcon platform - the first, true cloud-native unified platform built with artificial intelligence (“AI”) at the core, capable of harnessing vast amounts of security and …

Item 7, MD&A, 10-K 2026-03-05 ↗

CSCO CISCO SYSTEMS, INC.

46 paragraphs

Issues related to the development and use of artificial intelligence (AI) could give rise to legal and/or regulatory action, damage our reputation or otherwise materially harm our business.

Item 1A, Risk Factors, 10-K 2026-09-02 ↗

Cisco designs and sells a broad range of technologies including hardware, software, and artificial intelligence (AI) powered digital infrastructure to power, help secure, and draw insights from the Internet. We are incorporating AI into our product portfolios across networking, security …

Item 7, MD&A, 10-K 2026-09-02 ↗

SMCI Super Micro Computer, Inc.

42 paragraphs

Our employees, contractors, consultants, service providers or other members of our workforce have used and may continue to use internal or third-party AI tools and other machine learning technologies, including publicly available generative AI platforms, on an unauthorized or …

Item 1A, Risk Factors, 10-K 2026-08-31 ↗

AI or machine learning technologies usage by our service providers in their business activities, whether or not known to us, could also expose us to risks. The failure of one or more such service providers to meet our expectations, including …

Item 1A, Risk Factors, 10-K 2026-08-31 ↗

ORCL ORACLE CORP

41 paragraphs

Our AI products may not operate as anticipated, which could adversely affect our reputation, revenues and profitability. Machine learning and AI, including generative AI, agentic AI and LLMs, are increasingly driving innovations in technology, and AI technology and services are …

Item 1A, Risk Factors, 10-K 2026-06-22 ↗

… Our products and services include enterprise applications and infrastructure offerings that incorporate and are enhanced by artificial intelligence (AI) technologies, including embedded AI-driven automation and analytics and generative AI capabilities. These offerings are delivered worldwide through a variety of …

Item 7, MD&A, 10-K 2026-06-22 ↗

AVGO Broadcom Inc.

39 paragraphs

• anticipated or actual demand for products used in AI-related solutions, including ASICs such as custom AI accelerators or XPUs;

Item 1A, Risk Factors, 10-K 2025-12-18 ↗

Operating income from our semiconductor solutions segment increased due to strong demand for our networking solutions, primarily custom AI accelerators and AI networking products.

Item 7, MD&A, 10-K 2025-12-18 ↗

CDNS CADENCE DESIGN SYSTEMS INC

39 paragraphs

… To address the growing complexity of modern design, we’ve integrated cutting-edge technologies including agentic and generative AI, machine learning, and digital twin algorithms, into our core products and solutions. These innovations, whether developed in-house or through strategic …

Item 7, MD&A, 10-K 2026-02-19 ↗

… For example, the EU Artificial Intelligence Act (the "EU AI Act") establishes a comprehensive, risk-based governance framework for AI in the EU market. The EU AI Act applies to companies that develop, use and/or provide AI in the …

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

MRVL Marvell Technology, Inc.

38 paragraphs

Rapid advances in artificial intelligence (“AI”) and machine learning (“ML”) technologies, including generative AI, could fundamentally alter the semiconductor industry and disrupt our business model and operations. AI-driven tools and platforms are increasingly being deployed across the integrated circuit …

Item 1A, Risk Factors, 10-K 2026-03-11 ↗

… The acquisition of Celestial is expected to accelerate our connectivity strategy for next-generation AI and cloud data centers. At acquisition close, we paid approximately $1.3 billion in cash (or $1.0 billion, net of cash acquired of approximately …

Item 7, MD&A, 10-K 2026-03-11 ↗

NTAP NetApp, Inc.

38 paragraphs

Issues related to the development and use of artificial intelligence (AI), could lead to legal or regulatory action, damage our reputation, or otherwise materially harm our business.

Item 1A, Risk Factors, 10-K 2026-06-05 ↗

Our success depends on our ability to hire and retain qualified personnel to advance our corporate strategy and maintain key aspects of our corporate culture. As our future success relies on enhancing and introducing new products and features, we particularly need to attract and retain qualified engineers and technical talent, especially in emerging technology areas like AI and machine learning.

Item 1A, Risk Factors, 10-K 2026-06-05 ↗

MCHP MICROCHIP TECHNOLOGY INC

36 paragraphs

… to cybersecurity, AI development, and the deployment of automation and AI in products, services and operations, including the EU AI Act, China’s generative AI regulations, and various current or proposed U.S. federal and state AI and/or cybersecurity …

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

… As AI and machine learning evolve, they may lead to the development of dramatically more effective security tools, and cyber‑attackers may leverage these tools to enhance attack methods, identify novel security vulnerabilities, develop malicious code, sophisticated phishing attempts, and …

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

TRMB TRIMBLE INC.

36 paragraphs

Our use of artificial intelligence, or AI, and generative AI tools presents risks and challenges that could adversely affect our business and require that we incur substantial costs

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

• AI may produce erroneous or misleading content, and outputs that infringe on the IP or data privacy rights of others. Although we take measures to address the accuracy and appropriate use of generative AI content, including through internal AI policies and training, these efforts may not always be successful.

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

MSI Motorola Solutions, Inc.

35 paragraphs

We expect to increasingly leverage AI, including generative AI, in our products and services. AI may not always operate as intended and if we use AI that is based on data, algorithms, or other inputs that are flawed or insufficient …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

We have invested across these three technologies organically and through acquisitions to evolve our land mobile radio ("LMR") focus and expand our ecosystem of safety and security products and services. Across all three technologies, we offer artificial intelligence ("AI")-powered capabilities and software solutions, services such as cybersecurity subscription services and managed and support services.

Item 7, MD&A, 10-K 2026-02-12 ↗

FICO FAIR ISAAC CORP

33 paragraphs

• software companies supplying machine learning modeling, rules, or AI development tools;

Item 1A, Risk Factors, 10-K 2026-11-06 ↗

• software companies supplying machine learning modeling, rules, or AI development tools;

Item 1A, Risk Factors, 10-K 2026-11-06 ↗

GEN Gen Digital Inc.

33 paragraphs

• Issues in the development and deployment of AI, including generative AI and emerging AI-enabled cyber threats, could expose us to regulatory, privacy, IP, cybersecurity, operational and reputational risks.

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

Issues in the development and deployment of AI, including generative AI and emerging AI-enabled cyber threats, could expose us to regulatory, privacy, IP, cybersecurity, operational and reputational risks.

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

AAPL Apple Inc.

32 paragraphs

… applications, including health and financial services, or as the Company expands the use of technologies, such as machine learning and artificial intelligence features, and must navigate new legal, regulatory and ethical considerations relating to such technologies and new applications of …

Item 1A, Risk Factors, 10-K 2026-11-03 ↗

… technology, including gift cards; product liability; intellectual property ownership and infringement; digital platforms; data centers and technical infrastructure; machine learning, artificial intelligence and super intelligence; internet, telecommunications and mobile communications; media, television, film and digital content; availability of third-party …

Item 1A, Risk Factors, 10-K 2026-11-03 ↗

PLTR Palantir Technologies Inc.

30 paragraphs

… derive value from recent breakthroughs in artificial intelligence via the combination of our existing software platforms with generative AI models, including LLMs. We believe AIP uniquely allows users to connect LLMs and other AI with their data and operations to …

Item 7, MD&A, 10-K 2026-02-17 ↗

Issues raised by the use of AI (including machine learning, large language, and other generative or agentic AI models, and software functionality to operationalize the foregoing) in our platforms and business may result in reputational harm or liability.

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

TWLO TWILIO INC

30 paragraphs

… To increase revenue and grow market share, we intend to drive product innovation, leverage predictive and generative AI, further enhance our independent software vendor (“ISV”), reseller and other partner relationships, improve our self-service capabilities, cross-sell our products, and …

Item 7, MD&A, 10-K 2026-02-24 ↗

are focused on continued product innovations to combine our communications products with contextual data and AI. We are also building out new AI capabilities internally, including AI automation and agents in our self-service platform and in our internal operations …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

LITE Lumentum Holdings Inc.

29 paragraphs

We are a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share. Our products are essential to a range of cloud, artificial intelligence and machine learning (“AI/ML”), telecommunications, consumer, and industrial end-market applications.

Item 7, MD&A, 10-K 2026-08-17 ↗

In addition, evolving legal and regulatory frameworks governing intellectual property rights related to artificial intelligence (“AI”) may create uncertainty regarding ownership, scope, or enforceability of intellectual property developed using AI-enabled tools. These developments could reduce the value or protectability of intellectual property created through AI-assisted processes and adversely affect our competitive position.

Item 1A, Risk Factors, 10-K 2026-08-17 ↗

ROP ROPER TECHNOLOGIES INC

29 paragraphs

… We face emerging risks from AI-powered attacks, including deepfakes used to impersonate executives or customers, AI-assisted social engineering, prompt injection attempts against AI systems, and data poisoning targeting machine learning models. These sophisticated attack techniques may bypass traditional …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

We are increasingly incorporating AI solutions into our platforms, offerings, services, and operations, and we expect that AI will continue to become a more integral part of our business over time. Our competitors, AI companies, or other third parties may …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

P Everpure, Inc.

27 paragraphs

… As data volumes expand and artificial intelligence (AI) becomes more deeply embedded in customers' operations, the ability to store, manage, govern, and derive greater value from their data is becoming as important as the infrastructure used to store it.

Item 7, MD&A, 10-K 2026-03-25 ↗

… As data volumes expand and artificial intelligence (AI) becomes more deeply embedded in customers' operations, the ability to store, manage, govern, and derive greater value from their data is becoming as important as the infrastructure used to store it.

Item 7, MD&A, 10-K 2026-03-25 ↗

CIEN CIENA CORP

26 paragraphs

… Moreover, AI technology is subject to rapidly evolving domestic and international laws and regulations, including executive orders by the U.S. government and the EU’s Artificial Intelligence Act, which could impose significant costs and obligations on the Company. Emerging …

Item 1A, Risk Factors, 10-K 2025-12-12 ↗

Emerging issues related to the development and use of AI could give rise to legal or regulatory action, damage our reputation, or otherwise materially harm of our business.

Item 1A, Risk Factors, 10-K 2025-12-12 ↗

FTNT Fortinet, Inc.

26 paragraphs

scrutiny, including regarding the use of AI in our solutions and the marketing of products using AI, litigation, customer reporting or documentation requirements, ethical or social concerns, or other complications. For example, AI technologies, including generative AI, may create content …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

… Finally, FortiAI generative AI assistance streamlines operations, helping security teams stay ahead of an ever-evolving threat landscape.

Item 7, MD&A, 10-K 2026-02-25 ↗

SNPS SYNOPSYS INC

26 paragraphs

We have incorporated, and are continuing to develop and deploy, AI into our products and the operations of our business. While these AI initiatives can present significant benefits, the AI landscape is rapidly evolving and may create risks and challenges …

Item 1A, Risk Factors, 10-K 2025-12-22 ↗

While AI technology may drive future growth in the semiconductor and electronics industries as well as our business, worldwide markets for AI-enabled products may not develop in the manner or time periods we anticipate, or at all. If domestic …

Item 1A, Risk Factors, 10-K 2025-12-22 ↗

COHR COHERENT CORP.

24 paragraphs

… A portion of the recent demand for our products has been driven by the rapid expansion of artificial intelligence (“AI”) and data center infrastructure. The semiconductor and photonics industries have experienced a significant upturn driven by the adoption and proliferation …

Item 1A, Risk Factors, 10-K 2026-08-14 ↗

On March 2, 2026, the Company entered into a multi-year strategic agreement with NVIDIA to advance the development of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure. The non-exclusive agreement …

Item 7, MD&A, 10-K 2026-08-14 ↗

HPQ HP INC

23 paragraphs

In addition, AI algorithms may be flawed. Datasets may be insufficient or contain biased information. AI models deployed by us or our partners may lead to unexpected or unintended outcomes that could erode trust in our AI products and solutions …

Item 1A, Risk Factors, 10-K 2025-12-10 ↗

• changes or uncertainty in international, national or local legal environments, including tax, data handling, privacy, artificial intelligence, intellectual property, consumer protection, environmental and antitrust laws;

Item 1A, Risk Factors, 10-K 2025-12-10 ↗

SNDK Sandisk Corp

23 paragraphs

We are increasingly leveraging AI technologies, including generative AI applications and tools, to support and enhance our various operational processes. While AI may promote efficiency and offer analytical advantages, it is complex and rapidly-changing, and its implementation carries inherent …

Item 1A, Risk Factors, 10-K 2026-08-17 ↗

• We may be adversely affected by risks and challenges associated with the use of artificial intelligence (“AI”).

Item 1A, Risk Factors, 10-K 2026-08-17 ↗

KLAC KLA CORP

22 paragraphs

We are increasingly incorporating AI capabilities into the development of technologies and our business operations, and into our products and services. AI technology is complex and rapidly evolving, and may subject us to significant competitive, legal, regulatory and other risks …

Item 1A, Risk Factors, 10-K 2026-08-06 ↗

Although we strive to use AI technologies responsibly and have implemented internal processes and controls designed to identify and mitigate ethical and legal concerns related to our use of AI technologies, such processes and controls may not be sufficient to …

Item 1A, Risk Factors, 10-K 2026-08-06 ↗

ADI ANALOG DEVICES INC

21 paragraphs

Risks Related to Cyber, Artificial Intelligence, Intellectual Property, Legal and Regulatory

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

AI technology may also give rise to significant legal and regulatory compliance risk. Evolving rules, regulations and industry standards governing AI may require us to incur greater compliance costs and restrict the use of AI in our products or

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

ADSK Autodesk, Inc.

21 paragraphs

• announcements of new offerings or enhancements by us or our competitors as well as market perception of disruptive technologies such as machine learning and other AI technologies;

Item 1A, Risk Factors, 10-K 2026-03-03 ↗

… For example, the European Union’s Artificial Intelligence Act (the “AI Act”), which achieved approval by the European Council on February 2, 2024, and

Item 1A, Risk Factors, 10-K 2026-03-03 ↗

DDOG Datadog, Inc.

21 paragraphs

… states, have proposed, enacted, or are considering laws governing the development and use of AI and machine learning technologies. For example, the European Union's Artificial Intelligence Act, which would apply beyond the European Union’s borders, came into effect …

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

We incorporate AI, including generative AI, into our products. These technologies are complex and rapidly evolving and building them requires significant investment in infrastructure and personnel with no assurance that we will realize the desired or anticipated benefits. Our competitors …

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

ON ON SEMICONDUCTOR CORP

21 paragraphs

… processes (which may include the use of AI); maintaining or enhancing legacy systems that are not currently being replaced; designing or cost effectively acquiring new systems with new functionality; or testing the use and incorporation of AI, including generative AI.

Item 1A, Risk Factors, 10-K 2026-02-09 ↗

Our extensive range of power technologies are used to help power AI data centers and we expect this part of our business to grow. The emergence of big data and new tools such as machine learning and AI that capitalize …

Item 1A, Risk Factors, 10-K 2026-02-09 ↗

WDC WESTERN DIGITAL CORP

21 paragraphs

We are increasingly leveraging AI technologies, including generative AI applications and tools, to support and enhance our various operational processes. While AI may promote efficiency and offer analytical advantages, it is complex and rapidly-changing, and its implementation carries inherent …

Item 1A, Risk Factors, 10-K 2026-08-14 ↗

… The unauthorized or unapproved use of generative AI tools by our employees, contractors, or other third parties, as well as overreliance on AI automation or agentic AI without appropriate human oversight, may lead to the inadvertent disclosure of confidential, proprietary …

Item 1A, Risk Factors, 10-K 2026-08-14 ↗

CDW CDW Corp

20 paragraphs

Social, ethical, and safety issues relating to the use of new and evolving technologies such as AI-based technologies, including generative AI in our hardware, software, and service offerings, as well as in our internal platforms, may result in reputational …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

• Customers are evaluating the complex technology landscape in order to balance priorities and focus on solutions that lead to business optimization, cost management, and security risk management, among other factors, resulting in a more measured approach to their IT spending. We have orchestrated solutions that leverage security, software, artificial intelligence (“AI”), and hybrid and cloud offerings to help customers achieve their objectives.

Item 7, MD&A, 10-K 2026-02-20 ↗

Q Qnity Electronics, Inc.

19 paragraphs

Demand for our products is driven by advances in semiconductor technology, including AI‑enabled high-performance computing, advanced packaging and higher layer counts, which increase material intensity and pricing. These trends are discussed further in Item 1.

Item 7, MD&A, 10-K 2026-02-26 ↗

… Volume gains were driven by end market demand recovery, led by artificial intelligence technology applications, advanced node transitions and higher China demand, as well as growth in OLED materials led by new product launches. Volume increases were partially offset by …

Item 7, MD&A, 10-K 2026-02-26 ↗

AKAM AKAMAI TECHNOLOGIES INC

18 paragraphs

Artificial intelligence presents new risks, opportunities and challenges that may affect our business. In addition to ongoing investments to integrate AI and machine learning technology into our existing products and solutions and to use AI to enhance our business operations …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

In addition, enactment and expansion of laws related to the use of AI and machine learning in our operations and increased regulation of cloud service providers also could increase the costs of doing business, subject us to potential liability or …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

LRCX LAM RESEARCH CORP

17 paragraphs

We are increasingly using AI tools as part of our business, including internally developed machine learning tools and large language models provided by third parties. For example, we use or are seeking to use AI tools to enhance research and …

Item 1A, Risk Factors, 10-K 2026-08-07 ↗

… or product capabilities, including new products that take advantage of “big data” or other new technologies such as machine learning and AI. This may impact our ability to maintain or expand our business with certain customers. Such product concentration may …

Item 1A, Risk Factors, 10-K 2026-08-07 ↗

FFIV F5, INC.

15 paragraphs

• Issues related to the development and use of artificial intelligence ("AI") could give rise to legal and/or regulatory action, damage our reputation or otherwise materially harm our business;

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

Issues related to the development and use of artificial intelligence ("AI") could give rise to legal and/or regulatory action, damage our reputation or otherwise materially harm our business

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

TER TERADYNE, INC

15 paragraphs

In 2025, our Semiconductor Test segment achieved considerable growth driven by robust demand from Artificial Intelligence (“AI”) applications in networking and with vertically integrated producer (“VIP”) compute solutions. Memory test revenue remained stable despite a smaller overall market, supported by …

Item 7, MD&A, 10-K 2026-02-19 ↗

In 2025, our Semiconductor Test segment achieved considerable growth driven by robust demand from Artificial Intelligence (“AI”) applications in networking and with vertically integrated producer (“VIP”) compute solutions. Memory test revenue remained stable despite a smaller overall market, supported by …

Item 7, MD&A, 10-K 2026-02-19 ↗

FLEX FLEX LTD.

14 paragraphs

• Risks and uncertainties related to the development and use of artificial intelligence ("AI") could harm our business, damage our reputation, or give rise to legal or regulatory action.

Item 1A, Risk Factors, 10-K 2026-05-20 ↗

… In particular, demand for our cloud and power infrastructure solutions serving data center applications is significantly influenced by continued investment in AI, machine learning, and high-performance computing infrastructure by our customers, particularly hyperscale cloud providers. Capital expenditure cycles among …

Item 1A, Risk Factors, 10-K 2026-05-20 ↗

IBM INTERNATIONAL BUSINESS MACHINES CORP

14 paragraphs

The Development and Use of AI, including the Company’s Increased AI Solutions and Use of AI Technologies, Could Impact the Long-Term Success of the Company and its Reputation or Give Rise to Legal or Regulatory Action: IBM is …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

… On an ongoing basis, IBM seeks to drive greater agility, productivity, flexibility and cost savings by continuously transforming with the use of automation, AI, agile processes and changes to the ways of working, while also enabling the scaling of resources …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

NXPI NXP Semiconductors N.V.

14 paragraphs

In addition, AI and machine learning are still in relatively early stages, and the introduction and incorporation of AI technologies may result in unintended consequences or other new or expanded risks and liabilities. Such risks may include (i) adverse impacts …

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

… Meeting evolving industry requirements, including the increasing use of AI and machine learning technologies (including the need to run complex AI-based applications on devices), and introducing new products to the market in a timely manner and at prices that …

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

STX Seagate Technology Holdings plc

14 paragraphs

• variability in demand across our data center and Edge IoT markets due to changing customer investment priorities, fluctuations in adoption rates of emerging technologies such as artificial intelligence, shifts in customer preferences and broader economic trends;

Item 1A, Risk Factors, 10-K 2026-08-04 ↗

… inventory levels, technology transitions, cloud capital spending, the timing of hyperscale deployments, our customers’ capital expenditure budgets and the pace of their AI-related infrastructure investments, the timing of our customers’ monetization of their AI investments and broader economic conditions.

Item 1A, Risk Factors, 10-K 2026-08-04 ↗

TYL TYLER TECHNOLOGIES INC

14 paragraphs

… The development of next-generation solutions that utilize advanced features, including artificial intelligence and machine learning, may require us to make predictions about the willingness of the public sector market to adopt such offerings. As we choose to invest in …

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

Evolving legal and regulatory landscape over artificial intelligence technologies creates uncertainties.

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

VRSN VERISIGN INC/CA

14 paragraphs

We may also experience challenges in the effective or timely adoption of AI technology. Our decision to adopt AI technologies in a low-risk manner could result in slower adoption of AI technology that could hinder or prevent us from …

Item 1A, Risk Factors, 10-K 2026-02-05 ↗

The use of AI technology by third-parties, including our vendors, and our use of AI technology, tools, and services could expose us to cybersecurity, operational, intellectual property and regulatory risks that could adversely affect our business, reputation or financial results.

Item 1A, Risk Factors, 10-K 2026-02-05 ↗

TEL TE Connectivity plc

12 paragraphs

… Meeting evolving industry requirements, including the increasing use of AI and machine learning technologies (including the need to run complex AI-based applications on devices), and introducing new products to the market in a timely manner and at prices that …

Item 1A, Risk Factors, 10-K 2026-11-09 ↗

… AI technologies are complex, and we face significant competition, including from our own clients, who may develop their own internal AI-related capabilities, which can lead to reduced demand for our products. The development, adoption, and use of AI technologies …

Item 1A, Risk Factors, 10-K 2026-11-09 ↗

ZBRA ZEBRA TECHNOLOGIES CORP

12 paragraphs

Emerging issues related to the development and use of artificial intelligence (“AI”) could give rise to legal or regulatory action, damage our reputation or otherwise materially harm our business. Our development and use of AI technology, including generative AI, in …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

Moreover, AI technology is subject to rapidly evolving domestic and international laws and regulations, which could impose significant costs and obligations on the company. For example, in 2024 the European Artificial Intelligence Act (EU) 2024/1689 went into force and …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

APH AMPHENOL CORP /DE/

11 paragraphs

… In addition, the rise of AI and machine learning has led to more sophisticated and deceptive attacks. Cybercriminals are increasingly using AI-generated videos, audio and text to deceive individuals and organizations. These attacks can be used for impersonation in …

Item 1A, Risk Factors, 10-K 2026-02-11 ↗

… Net sales to the IT datacom market increased approximately $1,334.2, as we experienced strong growth across a broad array of applications, in particular the continued acceleration in and strong demand for products used in next-generation AI-related …

Item 7, MD&A, 10-K 2026-02-11 ↗

IT GARTNER INC

11 paragraphs

Uncertainty in the development, deployment, and use of AI in our platform and products and by our customers and competitors may result in harm to our business and reputation. We use, and may expand our use of, machine learning and …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

… For instance, the EU Artificial Intelligence Act (“EU AI Act”) entered into force on August 1, 2024 and governs AI systems that impact individuals in the EU. Complying with the EU AI Act and similar emerging laws may impose significant …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

AMAT APPLIED MATERIALS INC /DE

10 paragraphs

… Artificial intelligence (AI) and technologies related to AI are a significant demand driver for the industries we serve. AI is evolving rapidly and the expected timing and amount of investments related to AI can change significantly. As a result, it …

Item 1A, Risk Factors, 10-K 2025-12-12 ↗

… Our customers’ products are used in a wide variety of products such as personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics. Each of our segments is subject to …

Item 7, MD&A, 10-K 2025-12-12 ↗

JBL JABIL INC

10 paragraphs

If we are unable to offer technologically advanced, cost effective, quick response manufacturing services that are differentiated from our competition (including utilization of machine learning and artificial intelligence) and adapt those services as our customers’ requirements change, demand for our …

Item 1A, Risk Factors, 10-K 2026-10-23 ↗

… Our Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence (“AI”) infrastructure and includes revenues from customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries. Our Connected Living and …

Item 7, MD&A, 10-K 2026-10-23 ↗

KEYS Keysight Technologies, Inc.

9 paragraphs

We continue to evaluate and, where appropriate, integrate AI technologies into our product offerings and internal operations to enhance innovation, efficiency, and customer value. While AI presents opportunities for advancement, its adoption also introduces a range of risks that could …

Item 1A, Risk Factors, 10-K 2025-12-17 ↗

… Our customers are expected to continue to make R&D investments in certain next-generation technologies and applications, including evolution of 5G, early 6G, high-speed data center networks and infrastructure, satellite networks, artificial intelligence (“AI”), industrial internet of things …

Item 7, MD&A, 10-K 2025-12-17 ↗

SWKS SKYWORKS SOLUTIONS, INC.

9 paragraphs

regulations related to AI that could cause us to incur greater compliance costs, limit our use of AI tools, or subject us to legal liabilities.

Item 1A, Risk Factors, 10-K 2025-11-07 ↗

Although we are evaluating, and where we believe appropriate, incorporating AI tools into our operations, our use of AI tools may subject us to significant competitive, legal, regulatory and other risks, and there can be no assurance that our use …

Item 1A, Risk Factors, 10-K 2025-11-07 ↗

TDY TELEDYNE TECHNOLOGIES INC

9 paragraphs

We currently incorporate machine learning and AI capabilities into certain of our products and solutions and may seek to expand the use of AI in our offerings in the future. As with many innovations, AI presents risks, challenges, and unintended …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

… Some of our product sales are tied to artificial intelligence (“AI”)-related capital expenditures and data center infrastructure. Several factors could result in volatility in AI-related spending, including constraints related to electricity generation and delivery, overbuilt capacity, new AI …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

FSLR FIRST SOLAR, INC.

8 paragraphs

We use systems and tools that incorporate AI-based technologies, including generative AI, for customers and our workforce. As with many new and emerging technologies, AI presents numerous risks and challenges that could adversely affect our business. The development, adoption …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

Recent developments in the threat landscape include the use of AI and machine learning, as well as an increased number of cyber extortion attacks, with higher financial ransom demand amounts and increasing sophistication and variety of ransomware techniques and methodology …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

GLW CORNING INC /NY

8 paragraphs

• Implementation of emerging technologies, such as artificial intelligence and machine learning, as part of the manufacturing process by us or members of our supply chain; and

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

The increase in segment net sales was primarily due to continued growth in our Enterprise business driven by strong demand for our Generative AI products, and in our Carrier business, driven by demand for datacenter interconnect products and fiber-to-the-home products.

Item 7, MD&A, 10-K 2026-02-12 ↗

MPWR MONOLITHIC POWER SYSTEMS, INC.

8 paragraphs

… Governments around the world have adopted, and may continue to adopt, laws and regulations related to AI, including the European Union’s (“EU”) Artificial Intelligence Act. Federal and state agencies in the U.S. have enacted or are considering enacting …

Item 1A, Risk Factors, 10-K 2026-02-27 ↗

While we attempt to restrict the use of third-party and open source AI tools, such as ChatGPT, our employees and consultants may use these tools on an unauthorized basis and our partners may also use these tools. Such use …

Item 1A, Risk Factors, 10-K 2026-02-27 ↗

PTC PTC INC.

5 paragraphs

Our use of artificial intelligence (“AI”) technology and the incorporation of AI technology into our products carries risks and challenges that could adversely affect our business, financial condition, results of operations, and prospects.

Item 1A, Risk Factors, 10-K 2025-11-21 ↗

We also use AI tools internally to make certain business processes more efficient. While these technologies offer significant benefits, they also create risks and challenges. Although we implement measures to address the accuracy and appropriate use of AI tools, including …

Item 1A, Risk Factors, 10-K 2025-11-21 ↗

TXN TEXAS INSTRUMENTS INC

1 paragraph

… malware, software vulnerabilities, system failures, restricted network access, unauthorized access, terrorism, nation-state espionage, employee malfeasance, use of artificial intelligence (AI) tools, or human error. These events could, among other things, compromise our information technology networks; result in corrupt or …

Item 1A, Risk Factors, 10-K 2026-02-06 ↗