Posts Tagged ‘2Q26 IB’

2Q26 IB: SpaceXAI to be a cloud computing provider? Not likely

August 28, 2026
Philbert Shih

SpaceX signed three cloud infrastructure deals in the recent quarter as it unexpectedly, and perhap...

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2Q26 IB: Crypto to colo leasing activity continues to be on the rise

August 28, 2026
Philbert Shih

The recent quarter saw more hyperscale leasing from the crypto to colo segment. ...

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2Q26 IB: CoreWeave signing and expanding customers across wider spectrum

August 28, 2026
Philbert Shih

CoreWeave continues to win large-scale deals with hyperscalers and AI frontier models, with new cust...

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2Q26 IB: Corning boosts connectivity infrastructure production capacity amid hyperscale demand

August 28, 2026
Philbert Shih

The supporting ecosystem is also a good source for signals of infrastructure demand. ...

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2Q26 IB: Earnings season shows growth acceleration across the board

August 28, 2026
Philbert Shih

The recent quarter’s earnings season showed growth acceleration essentially across the board, ...

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2Q26 IB: Executive Summary

August 28, 2026
Philbert Shih

The recent quarter saw the sector push forward to another level as revenue growth continued to accel...

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