AI‑driven demand for memory and compute chips tightens supplies, pressuring consumer electronics and reshaping supply chains.
Author: Hazel Long
Investors are shifting focus from AI potential to profitability, emphasising execution and financial outcomes over mere technical capability.
Perplexity signs a $750m deal with Microsoft for long-term cloud and compute resources, marking a shift in AI competition.
Fixed broadband continues to grow, while FWA and satellite broadband reshape competition in the last mile.
Telecom operators shift capex towards cloud, AI, and core networks, with RAN spending growth remaining subdued.
Netomnia celebrates rapid growth, highlighting the growing divide between successful and struggling UK altnets.
Meta commits up to $6 billion with Corning for fibre‑optic supply to secure AI data‑centre infrastructure.
European telcos are focusing on cost cuts for earnings growth in 2026, balancing efficiency with investment in future technologies.
The EU probes X and Grok AI over harmful content, spotlighting rising regulatory scrutiny of AI behavior.
Nvidia invests $2 billion in CoreWeave to accelerate AI data center buildouts, raising concerns over cloud infrastructure concentration.
Google settles a $68 million lawsuit over claims its voice assistant recorded private conversations without consent.
VinFast teams up with Autobrains to develop low‑cost autonomous driving systems, testing camera‑based technology on VF 8 and VF 9 models.