Time Horizon
Multi-year
Within the Time Horizon facet, Multi-year 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.

Asia-Pacific Regional ISP
The Two-/24 ISP: Hire Electronic & Networking and the Local Connectivity Economy in Bangladesh
Hire Electronic & Networking is a small Bangladeshi ISP operating in Sarishabari, Jamalpur, and Mymensingh. With only two /24 IPv4 prefixes, it illustrates the margin challenges and structural dependence of local access providers.

Asia-Pacific National Telecom
The sharp end of a dense market: Hutchison International Limited and the economics of visibility, bargaining, and switching in Hong Kong connectivity
Hutchison International Limited is a small public entity in a very large infrastructure economy. Its public footprint is not that of a typical retail Internet service provider. It does not present itself as a consumer broadband brand, does not visibly market hosting, and does not…

Asia-Pacific Regional ISP
IBSS Nepal and the Economics of Visible Yet Dependent Internet Infrastructure
Research Thesis

Asia-Pacific Regional ISP
Two /24s and an obsolete name: ICL (Thailand) as a study of the enterprise connectivity economy, upstream dependence, and trust frictions in Thailand
Two /24s and an obsolete name: ICL (Thailand) as a study of the enterprise connectivity economy, upstream dependence, and trust frictions in Thailand intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional…

Asia-Pacific Regional ISP
A /24, an Upstream, and a Cloud Promise: INNOV8 IT and the Economics of Visible Internet Resources in Australia
INNOV8 IT is economically interesting not because it appears to be a large operator, but because the public archives reveal something more common and more instructive: a small to medium-sized managed services provider whose visible internet resource assets, voice service…

Asia-Pacific Regional ISP
INTRANET BD and the Neighborhood AS Economy: Thin Routes, Dense Trust, and Margin Pressure in Bangladesh's Local Broadband Market
INTRANET BD and the Neighborhood AS Economy: Thin Routes, Dense Trust, and Margin Pressure in Bangladesh's Local Broadband Market intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market…

Asia-Pacific Cloud Services
Below hyperscale, above the island: Data Services Pacific and the economics of local cloud survival in New Caledonia
Thesis

Global Datacenter Trends
Qualcomm targets $15bn data centre revenue
Qualcomm is betting that AI inference efficiency can rival raw compute as the next data centre battleground. Dragonfly and the $3.8bn Modular acquisition give it silicon plus software leverage. Meta's early commitment provides credibility, but the $15bn revenue target will depend…

CASE FILE
C40 cities launch pact for sustainable urban data centres
C40 Cities launches a global pact for sustainable urban data centres as AI demand raises power, water and planning pressure.

Global National Telecom Trends
Omdia sees cellular IoT growth shift towards eRedCap dominance
Omdia forecasts cellular IoT connections to reach 5.9bn by 2035 as eRedCap gains ground and China keeps market scale.

North America Datacenter Trends
Microsoft secures Chevron power for AI buildout
Microsoft and Chevron sign a 20-year power deal for Project Kilby, linking West Texas generation with AI data centre capacity.

Europe and Middle East National Telecom Trends
Digital Arena Sweden launches 5G 6G testbed
Sweden launches Digital Arena testbed with Ericsson, Telia and Vinnova to test 5G, 6G and AI across industries.

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 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.

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.

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.
