Posts Tagged ‘2Q26 IB’
2Q26 IB: Hyperscale cloud infrastructure growth increasingly a function of available inventory
Read more...2Q26 IB: Silicon diversification strategies intensify
The recent quarter saw hyperscalers intensify silicon diversification strategies. ...
Read more...2Q26 IB: New hyperscale data centre company formation continues to take place
The recent quarter saw yet more new data centre operating platforms come together. ...
Read more...2Q26 IB: AWS, NVIDIA looking for ways to optimize and standardize data centre building process at scale
Read more...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. ...
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