Quarter 30 120d

Cloud Service

Indosat posts record IDR 15.2 trillion revenue, credits AI strategy

Indosat reports record revenue driven by AI personalisation and expands its AI, cloud and fibre infrastructure stack.

National Telecom

Harmonic to showcase AI fibre tools at Fiber Connect 2026

Harmonic will showcase AI fibre tools, remote OLTs and integration platform at Fiber Connect 2026.

Cloud Service

AVK launches PowerPod modular data centre system

AVK launches PowerPod modular system integrating full power train for hyperscale and AI data centres, now available in UK and EU.

AllPoints Fibre appoints Walker as CEO after Kelly's exit

AllPoints Fibre names Mark Walker CEO as Ronan Kelly exits, adding new CTO to drive Aquila platform commercial rollout.

Cloud Service

AI drives Q1 cloud spend to $128.6bn, up 35%

AI demand pushed Q1 cloud spend to $128.6bn with 35% growth, led by AWS, Microsoft and Google Cloud dominance.

National Telecom

O2 Satellite D2D usage in UK remains highly intermittent

Ookla data shows UK O2 Satellite D2D usage remains low, with brief connections mainly in rural coverage gaps.

Leaders

Qualcomm rises on smartphone rebound hopes with data-centre chip push

Qualcomm shares rise 15% as CEO signals smartphone rebound and confirms data centre chip push despite weak outlook.

US halts chip equipment shipments to Hua Hong fabs

US orders chip equipment suppliers to halt shipments to Hua Hong fabs, tightening export controls on China’s upgrade-capable semiconductor sites.

LG and Nvidia explore robotics and AI infrastructure partnership

LG Electronics and Nvidia are in talks on robotics, AI infrastructure and mobility, expanding physical AI collaboration.

I Squared Capital acquires Brazilian Elea data centers

I Squared Capital acquires Elea Data Centers in Brazil, expanding its Latin American digital infrastructure and AI-ready capacity.

National Telecom

Vodafone and NPL achieve 40-nanosecond timing advance

Vodafone partners NPL on 40ns fibre timing to reduce GNSS reliance and support 5G-Advanced network precision.

OpenAI explores AI smartphone with Qualcomm and MediaTek

Kuo report says OpenAI is designing AI-native smartphone with Luxshare, targeting 2028 production and chip collaboration.

Vertiv acquires Strategic Thermal Labs to strengthen liquid cooling

Vertiv acquires Strategic Thermal Labs to strengthen cold-plate and liquid cooling capabilities for AI data centres.

EU expands DMA scope to cloud and AI services

EU expands Digital Markets Act to cloud and AI, targeting Big Tech competition in infrastructure and AI services.

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.

Datacenter

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.

Datacenter

Pantheon Atlas unveils €50bn Croatian AI data centre campus

Pantheon Atlas unveils a €50bn AI data centre campus in Croatia with 1GW capacity, targeting hyperscale AI deployment from 2027.

Data sovereignty’s practical reality: Why law matters more than localisation

Lu Heng argues data sovereignty cannot be achieved by technical localisation alone; legal frameworks and interoperability are essential.

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.

How much do Regional Internet Registries Really (RIR) Cost and Who Pays?

An examination of Regional Internet Registries’ cost structures and the debate over compulsory fees versus core technical functions.