Primary Domain
Technology
Within the Primary Domain facet, Technology 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.
North America Cloud Services Trends
DIU selects Katalyst for deorbit-as-a-service design
Katalyst will take DIU's deorbit-as-a-service programme through preliminary design, with any flight phase using NEXUS still conditional.
Global Institutional
Console Connect: The Telecom Network Behind a Cloud-Style API
Console Connect presents global connectivity through the language of cloud consumption: choose endpoints, select capacity, create a service and manage it through a portal or API. Beneath that interface sits a more complicated system of carrier backbone, data-centre ports, local…
Global Datacenter
Equinix Fabric and the Limits of Programmable Interconnection
For more than a decade, Equinix has turned private connections between data centres, clouds, and network services into software-addressable products. The 2026 push into agent-assisted operations and geographic path control extends the platform's usefulness but also makes the…
Global Datacenter
Equinix Fabric and the Limits of Programmable Interconnection
Equinix has spent more than a decade turning private connections between data centres, clouds, and network services into software-manageable products. Its 2026 expansion into agent-assisted operations and geographically constrained routing pushes the platform into broader…
Global Cloud Services Trends
V-JEPA Predicted Video Features, Not a Finished World Model
Meta’s original V-JEPA release tested a focused idea: learn reusable video representations by predicting hidden features instead of rebuilding missing pixels. The February 2024 research showed a promising training direction, but its evidence remained bounded by checkpoints…
Global Cloud Services Trends
Project DIGITS put a 128GB AI system on the desk—at the announcement stage
Nvidia's 6 January 2025 CES announcement proposed a compact developer system with 128GB of coherent memory and a local-to-cloud software path. Its FP4 petaflop, model-size, price and availability figures described an intended product envelope, not shipment, independent testing or…
Global Cloud Services
Alkira: Building a Managed Network between Clouds and Fibre
Alkira turned multicloud routing, segmentation, and service insertion into a managed control plane that enterprises could consume from a portal or via code. Lumen’s $475 million acquisition tests whether owning the fibre can improve route assurance without making the…
Global Cloud Services
Alkira: Building a Managed Network Across Clouds and Fibre
Alkira turned multi-cloud routing, segmentation, and service insertion into a managed control plane that enterprises could consume via portal or code. Lumen’s $475 million acquisition now tests whether owning fibre improves path security without turning an abstraction built for…
Global Cloud Services
Alkira: Building a managed network across clouds and fibre
Alkira transformed multi-cloud routing, segmentation and service insertion into a managed control plane consumed via a portal or code. Its $475 million acquisition by Lumen tests whether owned fibre strengthens path assurance without turning the multi-provider abstraction layer…
Global Cloud Services
Alkira: Building a managed network across clouds and fibre
Alkira turned multi-cloud routing, segmentation and service insertion into a managed control plane that enterprises could consume through a portal and code. Lumen’s US$475 million acquisition now tests whether owned fibre can improve path assurance without turning a…
Global Cloud Services
CoreWeave Must Turn Financed Capacity Into Real AI Uptime
CoreWeave reports 43 data centres and over 850 MW in service, with approximately 3.1 GW under contract; Microsoft accounts for 67% of its 2025 revenue. The network beneath the GPUs must convert this financed expansion into reliable, diversified services—otherwise capital costs…
Global Cloud Services
CoreWeave's Network Must Turn Financed Capacity into Useful AI Uptime
CoreWeave reported 43 data centres and over 850 MW of active power, versus roughly 3.1 GW contracted, while Microsoft accounted for 67% of 2025 revenue. The network under the GPUs must convert this financed expansion into reliable, diversified service before carrying costs and…
Global Cloud Services
Can CoreWeave’s Network Turn Financed Capacity into Productive AI Hours?
CoreWeave reports 43 data centres and over 850 MW of live power, with approximately 3.1 GW of contracted power and Microsoft making up 67% of its 2025 revenue. The networking stack beneath the GPUs must convert pre‑financed capital commitments into reliable, diversified services…
Global Cloud Services
CoreWeave's network must turn funded capacity into productive AI time
CoreWeave reported 43 data centres and over 850 MW of active power, against about 3.1 GW contracted, while Microsoft contributed 67% of 2025 revenue. The network beneath the GPUs must convert that funded expansion into a reliable, diversified service before financing costs and…
Global Cloud Services
CoreWeave's network must turn financed capacity into usable AI time
CoreWeave reported 43 datacenters and more than 850 MW of active capacity, while around 3.1 GW was contractually secured and Microsoft accounted for 67% of 2025 revenue. The network beneath the GPUs must turn this financed expansion into reliable, diversified service before…
Global Cloud Services
The CoreWeave Network Must Turn Funded Capacity into Useful AI Time
CoreWeave disclosed 43 data centres and over 850 MW of active power, against roughly 3.1 GW contracted; Microsoft accounted for 67% of 2025 revenue. The network underneath its GPUs must turn this funded expansion into reliable, diversified service before financing costs and…
Global Cloud Services
CoreWeave’s network must turn financed capacity into useful AI time
CoreWeave reported 43 data centres and more than 850 MW of active power, while its contracted footprint was about 3.1 GW and Microsoft supplied 67% of 2025 revenue. The network beneath the GPUs must convert that financed expansion into reliable, diversified service before…
Global Cloud Services
LAMBDA's Integrated AI Cloud Is Also a Financing Test
LAMBDA has raised and borrowed billions of dollars, attempting to combine NVIDIA systems, high-speed fabrics, storage, schedulers and data centre capacity into a managed AI infrastructure. Taking on the integration work for customers is a strength, but the more layers it adds…
Global Cloud Services
Lambda’s integrated AI cloud is also a test of financing capability
Lambda has raised billions of dollars through equity and debt to combine NVIDIA systems, high-speed networking, storage, schedulers and datacentre capacity into managed AI infrastructure. Its advantage is taking on integration work for customers; its risk is that every additional…
Global Cloud Services
Lambda's integrated AI cloud is also a financial test
Lambda has raised and borrowed billions to turn NVIDIA systems, high-speed fabrics, storage, schedulers and datacenter capacity into managed AI infrastructure. The advantage is taking much of the integration work off customers' hands; the risk is that every added layer deepens…