Region
Global
Global regional intelligence explains how companies, people, policy moves, network operations, investment signals, data centre demand, telecom execution, and market constraints shape infrastructure delivery in the same geographic market or governance area. The page connects public articles with evidence, regional actors, operating dependencies, market context, and customer or regulatory exposure that may otherwise sit across separate topic or company pages. Readers can compare who is active, which signals are backed by public evidence, how local execution risk connects to broader internet infrastructure strategy, and what changes may affect customers, partners, regulators, or capital planning. Search users can understand the geography, the relevant infrastructure sectors, the public evidence base, and the practical questions that make the regional page more useful than a short listing of articles.
Case File
Seagate forecasts Q4 revenue of $3.45bn amid AI demand
Seagate issued upbeat Q4 guidance after strong results, citing AI-driven demand for enterprise storage systems.
Case File
SAS Launches Quantum Lab on Viya Q4
SAS launches Quantum Lab for Viya customers as survey data shows real-world use cases now top quantum AI adoption barriers.
Cloud Service
IPv4 Scarcity and its economic impact on ISPs
How IPv4 address exhaustion is reshaping ISP business models and network investment amid slow IPv6 adoption and premium address pricing.
ICANN
Calls grow for overhaul of internet governance amid centralisation concerns
As global internet governance comes under scrutiny, experts highlight risks of centralised control and advocate structural change.
Case File
Meta Locks Space Solar for AI Power
Meta secures space solar and long-duration storage deals to power future AI data centre expansion.
Case File
Verizon raises outlook after Q1 rebound
Verizon raised full-year guidance after Q1 revenue growth, higher EPS and its first positive postpaid phone adds in 13 years.
Case File
Tesla to use Intel 14A process for Terafab AI chip production
Tesla plans to use Intel’s 14A manufacturing process for its Terafab programme, signalling early alignment between the automaker’s AI chip ambitions and Intel’s next-generation foundry roadmap.
Case File
SpaceX warns AI space data centres may not be viable in IPO filing
SpaceX has cautioned in IPO filings that its proposed orbital AI data centres rely on unproven technologies and face significant technical and commercial risks.
Cloud Service
Amazon locks in $100bn Anthropic cloud deal with $25bn investment
Amazon deepens its grip on AI infrastructure by investing up to $25bn in Anthropic alongside a decade-long $100bn AWS cloud commitment.
Case File
AI data centre power use to triple by 2030, IEA warns
IEA says surging AI demand is straining grids, while accelerating investment in nuclear and renewable energy solutions.
Case File
Google in talks with Marvell to co-develop AI inference chips
Alphabet’s Google is reportedly working with Marvell Technology on new custom chips aimed at improving AI inference efficiency, as it seeks to strengthen its in-house silicon strategy and challenge Nvidia’s dominance in AI hardware.
Case File
OpenAI commits $20bn to Cerebras chip deal in AI compute push
OpenAI agrees to spend over $20bn on Cerebras chips to secure AI compute capacity and deepen infrastructure ties.
Case File
Jane Street signs $6bn CoreWeave AI cloud deal
CoreWeave expands AI cloud dominance as Jane Street commits $6bn for long-term GPU infrastructure access.
Case File
Anthropic adds Novartis CEO Vas Narasimhan to board
AI firm Anthropic adds Novartis chief to board, deepening ties between artificial intelligence and life sciences.
National Telecom
Amazon acquires Globalstar for $11.6bn to challenge Starlink
Amazon agreed to acquire Globalstar in a satellite-connectivity deal that would add spectrum, satellite operations and direct-to-device capacity to Amazon Leo.
Regional ISP
Gnetwork reshuffles C-suite to speed London fibre rollout
New C-suite appointments at Gnetwork aim to speed up full-fibre deployment across London’s competitive infrastructure market.
Cloud Service
Bosch, Qualcomm deepen ADAS software partnership
Bosch and Qualcomm expanded their strategic collaboration from cockpit computing into ADAS solutions for software-defined vehicles.
Case File
Kraken Fed payment account draws fresh systemic risk scrutiny
Kraken’s Fed-linked account raises concerns over crypto risks entering core financial systems via payment infrastructure.
Case File
FCC moves to ease satellite power limits
FCC proposes easing satellite power limits to support NGSO growth and manage interference risks in evolving space networks.
Cloud Service
Anthropic considers developing its own AI chips
Anthropic is exploring building its own AI chips to reduce reliance on third-party providers like Nvidia as AI demand soars.