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
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.

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
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.

Global National Telecom Trends
Telefónica cuts energy use by 12% despite traffic surge
Telefónica is a major European telecom operator whose network efficiency and energy strategy can signal wider infrastructure cost and sustainability trends.

Leaders
Alejandro Estua
Tracked for his senior commercial role at KIO Data Centers, a Latin American data centre operator positioned around colocation, enterprise infrastructure, cloud adjacency, and AI-related demand growth.
