According to CoinMeta, strategist Stephen Parker from JPMorgan stated that the AI craze is surpassing the seven giants, and market leadership is expanding. Q2 of Quanta Services reported adjusted earnings per share of $4.24, exceeding market expectations by 39.93%, with revenue reaching $9.56 billion, a year-on-year increase of 41.1%, and setting a new record high of $53.44 billion. Cisco has booked $9.3 billion in AI infrastructure orders for the fiscal year 2026, and data from Eaton indicates that its data center orders are equivalent to 15 years of supply. Parker pointed out that AI is driving growth and efficiency across various industries, and the future market will continue to shift towards infrastructure providers.