The hyperscalers' performance in the first quarter of 2026 is being reported, with indications of growth in the tech services sector and increased spending on ai and managed services. The global server market reportedly reached $122.6 billion in the first quarter, driven by ai demand, and the datacenter ethernet switching market also saw significant growth. However, some reports suggest that the boom in ai-related technologies may be peaking, while others express optimism about cloud growth ahead of hyperscaler earnings.