Lead Report / Trends
EU expands DMA scope to cloud and AI services
EU expands Digital Markets Act to cloud and AI, targeting Big Tech competition in infrastructure and AI services.
Live Wire
Seagate forecasts Q4 revenue of $3.45bn amid AI demand|SAS Launches Quantum Lab on Viya Q4|Pantheon Atlas unveils €50bn Croatian AI data centre campus|Data sovereignty’s practical reality: Why law matters more than localisation|RIR Mandate Laundering has become a Quasi-Sovereign Risk|IPv4 Scarcity and its economic impact on ISPs
Member Access
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.
- 01Daily intelligence brief
- 02Governance + market + RIR
- 03Preference control anytime
Governance
Verizon raises outlook after Q1 rebound
Disclosure cadence and institutional reporting discipline continue to tighten.
Market
NTT targets 1GW data centre capacity by 2033
Service-layer demand expands as IP infrastructure intelligence becomes an investment variable.
Risk
NUWAVE integrates Tollring analytics into iPILOT UC platform
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
- Strategic Circle: professional discussions, analyst access, quarterly deep dive
- Choose membership route for daily strategic intelligence delivery
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
SAP cloud revenue rises 19% as subscriptions turn profitable
SAP reported stronger-than-expected first-quarter profit growth, driven by rising cloud demand and improving revenue visibility from long-term enterprise contracts.
Open Alliance Session