Time Horizon
Long
Within the Time Horizon facet, Long time-horizon intelligence organises articles by the period over which a signal is expected to matter. The page helps readers distinguish immediate operational changes from longer-cycle governance, investment, standards, and infrastructure shifts that may unfold across quarters or years. It connects timing assumptions with public evidence, related actors, market context, customer exposure, policy pressure, and infrastructure planning so readers can judge whether a development is urgent, strategic, or still waiting on confirming evidence. The page also explains how time horizon changes the meaning of a signal, which organisations may be exposed, and which infrastructure decisions require short-term action or long-cycle monitoring.

Europe and Middle East Datacenter Trends
Johnson Controls targets gigawatt cooling constraints
Johnson Controls says European AI data centres face power, water and noise constraints as campuses scale towards gigawatt levels.

CASE FILE
Trump orders US quantum computer by 2028
Trump orders a federal quantum computer by 2028, extending to defense sensors and the transition to post-quantum encryption.

Asia-Pacific Datacenter Trends
GDS Builds GW-Scale AI Cluster Powered by Green Energy in Ulanqab
GDS plans a GW-scale AI data center cluster in Ulanqab, as China's AI infrastructure cycle shifts toward green energy and high-density delivery.

Asia-Pacific Institutional Trends
DFC eyes Kazakhstan telecom upgrade with Tele2 owner
DFC partners with Power International Holding to modernise Kazakhstan telecom systems and support 5G development.

Asia-Pacific Datacenter Trends
CPPIB invests $742m in CtrlS data centres
CPPIB invests $742m in CtrlS, taking an 8.2% stake and backing a JV to build hyperscale data centres in India.

Europe and Middle East National Telecom Trends
EU misses 2030 targets on fibre and chips
EU risks missing 2030 digital targets as FTTP coverage reaches 74% and semiconductor share remains far below its 20% goal.

Asia-Pacific Cloud Services
SpiderNet IT Service Limited
SpiderNet sits at the intersection of Hong Kong ICT services, Greater China enterprise WAN, cross-border connectivity and cloud access.

Leaders
Rathana Kong
Rathana Kong reflects local ISP operations, access reliability, customer connectivity, IPv6, security, automation, and cloud connectivity concerns in Cambodia.

Global Cloud Services Trends
HPE connects quantum processors to supercomputing and AI systems
HPE expands quantum partnerships to connect processors with supercomputing and AI systems through hybrid infrastructure.

Africa National Telecom Trends
GSMA: Africa mobile market moves from coverage to value
GSMA says Africa’s mobile sector added $240bn in 2025 as operators shift from coverage growth to digital value creation.

Europe and Middle East Cloud Services Trends
Midgard surveys Verena for UK Denmark cable
Midgard starts surveys for Verena, a 630km UK-Denmark subsea cable set to add North Sea route diversity by 2028.

North America Datacenter Trends
Applied Digital signs 15-year hyperscaler lease for Delta Forge
Applied Digital signs a 15-year hyperscaler lease for Delta Forge 2, locking in 210 MW of future AI data centre capacity.

Global Datacenter Trends
Microsoft targets AI data centre optical bottlenecks with MicroLED
Microsoft is developing MicroLED cabling and Hollow Core Fibre to cut AI data centre power use, distance limits and latency.

Asia-Pacific Datacenter Trends
Nvidia cements AI memory and cloud ties with Korean giants
Nvidia signed Korean AI deals with SK Group, Naver, Doosan and LG to expand memory, cloud and data centre partnerships.

Global Cloud Services Trends
Pinterest commits $4bn to AWS AI infrastructure
Pinterest commits $4bn to AWS through 2031 to scale AI training, inference and visual discovery infrastructure.

Global Cloud Services Trends
D2C user growth masks seasonal usage gap
Juniper forecasts D2C users will reach 133 million by 2031, but seasonal and low-frequency usage may challenge satellite returns.

Global Cloud Services Trends
Microsoft unveils AI-redesigned Majorana 2 quantum chip
Microsoft is a major cloud and AI infrastructure provider whose quantum hardware progress could shape future enterprise computing, cybersecurity and scientific workloads.

North America Datacenter Trends
Bergen Engines wins Liberty Energy 500MW AI power order
Bergen Engines secures 500MW on-site power order from Liberty Energy for US AI data centres.

Europe and Middle East Cloud Services Trends
Google and Telefónica advance sovereign cloud model
Google Cloud partners with Telefónica to deliver a sovereign cloud model in Spain for regulated users.

Global Cloud Services Trends
Ziggo group appoints leaders ahead of 2027 Amsterdam listing
Ziggo Group names new CEO and CFO as Liberty Global prepares its Benelux telecoms business for a 2027 Amsterdam listing.
