On August 26th, Yvette will announce the performance of the second fiscal year 2026. While Wall Street as a whole is still looking at a lot, before the financial statements are released, the market focus is not just whether or not revenue will continue to be high, but how much additional risk companies are taking in driving the expansion of AI infrastructure.
Over the past period, the share price of Ingweida has been falling. According to the text, since the closing date of August 13, stock prices have declined cumulatively by about 4.7 per cent, mostly by less than 1 per cent a day. The backsliding is not significant, but the continued weakness of the AI Concept Unit has attracted market attention after it led to a stronger technology sector.
The market isn't just about income.
The company's previous guidelines for second-season collection amounted to $91 billion, with two per cent up and down in the floating zone. In the first financial season before that, the British Wida battalion had reached a record $81.6 billion.
From the seller ' s point of view, the market as a whole remains optimistic. TipRanks followed by analysts who maintained the consensus on "power buy-in" and the Bank of the United States maintained a target price of $350. At the heart of this judgement remains the market demand for the Blackwell platform and the expectations for the subsequent Rubin platform to move forward.
However, over-forecasting by itself may not be sufficient to drive stock prices forward. Over the past several quarters, even with strong performance, investors have turned their attention to subsequent capital spending, profitability, and the sustainability of AI ' s infrastructure investment boom.
The $500 billion plan is under consideration.
On 10 August, Ying Weida announced plans to mobilize more than $500 billion in third-party capital for AI infrastructure in partnership with Apollo, Belet, Blackstone, Brookfield, Goldman Sachs and KKR.
Subsequently, the market ' s examination of its financing arrangements rose further. Reuters had previously reported that Inweida had agreed to provide up to $10.5 billion in guarantees for a 20-year lease by OpenAI for a large data centre in Ohio. Some doubt was expressed that the risk of “revolving finance” could be amplified if it helped the client to complete the financing and the client used it to purchase the system.
Starting deep into the data centre upstream
In addition to the sale of chips, British Wida continues to extend upstream of the data centre construction chain. The company disclosed last Friday that a few equity investments had been made in the infrastructure developer Cloverleaf Insurance. This company is primarily responsible for acquiring land and electricity resources for large data centres.
This action shows that AI's expansion is no longer just a chip supply. Electricity, site and financing capacity are becoming as important as computing equipment itself. For Weeda, future growth will depend not only on the output of the product, but also on its ability to manage risk in the larger asset infrastructure.
As a result, the focus of the financial report has been raised. What the market would like to see is not only continued growth in income, but also the ability of companies to maintain high growth rates while avoiding excessive financial responsibility for supporting AI expenditure cycles.