Primary Domain
Governance
Governance intelligence groups reporting by primary domain so readers can follow a focused area of internet infrastructure, governance, connectivity markets, or digital capital. The page brings together related articles, public evidence, institutions, companies, people, regional exposure, operating dependencies, and market context that may otherwise sit across separate category pages. It explains the domain, the likely actor class, the market or governance context, and the source material readers should use when comparing signals. Operators, analysts, and governance readers can see how the same domain appears across events, profiles, market shifts, public-source evidence, regional dependencies, and longer-cycle infrastructure decisions over time.

Case File
From brains to background: Why informational civilisation may eclipse humanity
Lu Heng argues civilisation’s future is shaped by energy efficiency, not ideology, as intelligence shifts beyond biology.

Case File
Why regional internet registries can’t fully control IP allocation
RIRs coordinate IP allocation, but routing reality, scarcity and markets limit their ability to fully control IP addresses.

Case File
Marvell to acquire XConn Technologies in $540MB move to strengthen AI data centre connectivity
Marvell will acquire PCIe and CXL switch specialist XConn Technologies for $540MBillion to broaden AI data centre connectivity.

Case File
Meta adds features to Ray-Ban smart glasses but halts global sales
Meta adds new recording and sharing features to Ray-Ban smart glasses but pauses international sales due to regulatory and logistics issues.

Case File
TIM and Vodafone agree to share 5G RAN to boost coverage
TIM and Vodafone agree to share 5G RAN infrastructure, boosting coverage and cutting costs while keeping separate core networks.

Case File
Google and character.ai settle lawsuits over teen suicides linked to chatbots
Google and Character.AI settle lawsuits over teen suicides linked to chatbots, raising concerns over AI safety and regulation.

Case File
China Orders Pause on Nvidia H200 Chip Orders Amid Policy Uncertainty
What happened? Beijing has instructed certain Chinese technology firms to suspend new orders for Nvidia’s H200 artificial intelligence chips this week, according to a report citing insiders. The request comes as Chinese regulators evaluate whether to formally allow access to the…

Case File
Lu Heng: My influence in IPv4 markets was structural, not personal
Lu Heng argues his role in IPv4 markets was inevitable, highlighting the structural forces driving decentralised Internet governance.

Case File
Lu Heng’s notes: A clear guide to the hidden mechanics of the internet
Understanding IP governance and number resources is vital, Lu Heng’s guide explains reform ideas for accountability and resilience.

Case File
Marvell deepens data centre push with Xconn deal
Marvell acquires XConn for $540 million, enhancing its AI and data centre capabilities with advanced switching silicon.

ARIN
Telecom Italia and Fastweb cut 5G costs with network sharing deal
Telecom Italia and Fastweb are finalising a 5G network-sharing deal to reduce costs and speed up deployment in Italy.

Case File
XDS unveils immersive data centre concept for Middle East
XDS’s immersive data centre design offers modular scalability and ultra-low latency for cloud and enterprise customers in the Middle East.

Case File
G.Network sold to distressed investor as UK fibre sector under increasing strain
London’s G.Network has been sold to a distressed investor as UK alternative fibre sector grapples with debt and competition.

Case File
Lenovo appoints Tareq Alangari to lead META operations as digital ambitions expand
Lenovo appoints Tareq Alangari as senior VP and president of its Middle East, Türkiye and Africa operations to drive digital growth.

Case File
Why the counter-argument on IP governance fails under real-world pressure
Lu Heng argues community-based IP governance fails under scarcity, geopolitics, and declining participation.

APNIC
How IP addresses generate ROI for enterprises
IP addresses are shaping enterprise ROI in quiet ways, as scarcity and governance turn internet infrastructure into a business consideration.

Case File
Icertis growth raises questions on regional autonomy amid global tech consolidation
Icertis leads in AI contract lifecycle management, but its influence prompts scrutiny over external technology dominance and regional decision-making power.

RIPE NCC
How IPv4 asset strategy supports long-term enterprise growth
IPv4 scarcity is pushing enterprises to treat address space as a strategic asset, shaping costs, resilience and long-term digital growth.

Case File
IPv4 market trends, demand pressures and an uncertain outlook
IPv4 address markets remain active as scarcity, policy limits and slow IPv6 adoption continue to shape pricing and demand worldwide.

ICANN
Lu Heng warns ICP-2 revision threatens internet governance
Lu Heng argues the ICP-2 revision centralises power over Internet number governance, risking voluntary cooperation and systemic fragility.
