Author Archive
2Q26 IB: Hyperscale CapEx investments still rising with demand and component pricing driving this up
Read more...2Q26 IB: Flywheel effect continues to create tailwinds for hyperscale cloud growth and spin-off into traditional services
There continues to be a flywheel effect from AI-oriented cloud infrastructure services. ...
Read more...2Q26 IB: Cloud computing deal sizes on the rise and being won by clouds in non-hyperscale tier
Read more...2Q26 IB: Crypto to colo leasing activity continues to be on the rise
The recent quarter saw more hyperscale leasing from the crypto to colo segment. ...
Read more...2Q26 IB: Corning boosts connectivity infrastructure production capacity amid hyperscale demand
The supporting ecosystem is also a good source for signals of infrastructure demand. ...
Read more...2Q26 IB: Earnings season shows growth acceleration across the board
The recent quarter’s earnings season showed growth acceleration essentially across the board, ...
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