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Strategic Internet IntelligenceJun 23, 2026
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VodafoneThree expands CityFibre mobile capacity deal|YOFC surges as fibre pricing tightens AI data centres|Digital Arena Sweden launches 5G 6G testbed|SpaceX Opposes EU 2 GHz Spectrum Plan|Johnson Controls targets gigawatt cooling constraints|Meta secures Crusoe AI computing capacity

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BTW Media on Air

Selected briefings, interviews, and live sessions from the BTW intelligence team, focused on internet infrastructure, governance, and market signals.

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Daily brieding | AI data centres face power, water and planning pressure

Daily briefing | AI infrastructure shifts toward green planning, fibre and 6G security

Weekly briefing | AI infrastructure faces security, debt and resilience tests

Daily briefing | AI infrastructure, cloud resilience and mobile coverage reshape networks

Daily briefing | AI compute demand pushes cloud and data centre capacity limits

Daily briefing | AI data centres test power, policy and computing limits

Daily briefing | AI infrastructure faces power, policy and connectivity pressure

Daily briefing I Data centre bans and grid pressure reshape infrastructure

Celebrating 10 Years of LARUS with the NANOG Community

Daily briefing | AI infrastructure, satellite connectivity and internet peering reshape

Daily briefing | 5G, AI infrastructure and connected cars reshape tech competition

Luheng: Your business depends on a layer most CEOs never see

Luheng: IPv4 Has Become Capital

Luheng: AFRINIC proved this is not a theoretical risk.

Luheng : Do not carry registry fragility inside production

CPPIB invests $742m in CtrlS data centres

Governance

CPPIB invests $742m in CtrlS data centres

Disclosure cadence and institutional reporting discipline continue to tighten.

Missouri draws $25bn hyperscale buildout

Market

Missouri becomes test case for power-driven hyperscale buildout

Service-layer demand expands as IP infrastructure intelligence becomes an investment variable.

EU misses 2030 targets on fibre and chips

Risk

EU misses 2030 targets on fibre and chips

Scenario mapping continues across regulation, concentration, and operational choke points.

Ericsson returns Hammarwall to lead Networks

Watch

Ericsson returns Hammarwall to lead Networks

Daily signal tracking across policy movement, network operations, and market execution.

HKSTP and SenseTime build local AI data centre

Infrastructure

HKSTP and SenseTime partner on Hong Kong AI data centre

Operational infrastructure coverage across cloud, telecom, routing, and resilience signals.

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Core Architecture

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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.