Lead Report / Trends
Anthropic commits $200bn to Google Cloud in five-year deal
Anthropic commits $200bn to Google Cloud over five years, reshaping AI cloud backlog concentration.
Live Wire
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Daily Strategic Internet Intelligence, Free for Members
Become a BTW member for free daily updates across governance, market, membership, and RIR Watchdog sessions. Join now and manage your delivery preferences anytime.
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Governance
Industry body urges carriers to build AI corridor backbone
Disclosure cadence and institutional reporting discipline continue to tighten.
Market
AI drives Q1 cloud spend to $128.6bn, up 35%
Service-layer demand expands as IP infrastructure intelligence becomes an investment variable.
Risk
O2 Satellite D2D usage in UK remains highly intermittent
Scenario mapping continues across regulation, concentration, and operational choke points.
Core Architecture
Governance, market, and membership branches operating in one integrated newsroom model.
Governance
- LACNIC proposes update to ICP-2 principles for RIR governance
- What AFRINIC reveals about internet governance transparency
- New AFRINIC board elected, ending legal disputes and restoring trust
Market
- Launch of BTW Leadership Alliance in London
- Bjarni Thorvardarson, CEO of Borealis Data Center
- Gergana Dimitrova on expansion strategy and long-term vision at NetIX
Membership
- Leadership Alliance: closed briefings, strategic sessions, private reports
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RIR Watchdog
Five regional sessions: ARIN, RIPE NCC, APNIC, AFRINIC, and LACNIC.
ARINNorth America policy and transfer market signals.RIPE NCCEurope governance transparency and accountability monitoring.APNICAsia Pacific allocation pressure and policy dynamics.AFRINICBoard legitimacy, election process, and legal continuity.LACNICInstitutional adaptation and ICP-2 governance trajectory.
History of the Internet
How Lito Ibarra Connected El Salvador and Shaped Global Governance
Lito Ibarra’s story reveals how the internet was built from scratch and why its governance now struggles at global scale
Open History Session
Leadership Alliance
SAS Launches Quantum Lab on Viya Q4
SAS launches Quantum Lab for Viya customers as survey data shows real-world use cases now top quantum AI adoption barriers.
Open Alliance Session