Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Huawei commits $10bn over five years to smart-driving compute
Huawei is scaling up investment in computing infrastructure for autonomous driving, reinforcing its position in China’s fast-converging AI and automotive tec…
Cloud Service
Cisco unveils universal quantum switch prototype for networked quantum systems
Cisco has introduced a Universal Quantum Switch designed to route and translate quantum information across different quantum computing architectures over sta…
Cloud Service
SAP cloud revenue rises 19% as subscriptions turn profitable
SAP reported stronger-than-expected first-quarter profit growth, driven by rising cloud demand and improving revenue visibility from long-term enterprise con…
How IPv4 scarcity drives strategic partnerships
IPv4 scarcity is reshaping ISP strategy, driving partnerships and turning IP addresses into high-value digital assets
Ericsson and Freshwave launch shared indoor 5G platform in the UK
Ericsson and Freshwave unveil a shared indoor 5G model in the UK, promising seamless multi-operator coverage and lower deployment costs.
Leaders
AI demand reaches analog chips as Texas Instruments raises forecast
Texas Instruments delivers stronger-than-expected guidance, as a 90% surge in data centre demand signals AI infrastructure is reshaping broader semiconductor…
Leaders
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 Inte…
Coffee firms use AI and satellites to map supply-chain deforestation
Coffee firms launch satellite AI system to track deforestation risks and improve supply chain transparency globally.
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
EdgeCore secures $1.5bn to expand US data centre capacity
EdgeCore Digital Infrastructure raises major financing to scale hyperscale data centres, reflecting surging AI-driven demand for power and capacity.
Datacenter
Meta breaks ground on $1bn Tulsa data centre
Meta has begun construction on a $1bn-plus data centre in Oklahoma, expanding its US footprint as AI computing demand accelerates and energy pressures grow.
Cloud Service
Microsoft faces $2.8bn UK class action over cloud licensing
UK court allows class action alleging Microsoft cloud licensing inflates rival platform costs, raising concerns over cloud market competition.
Deutsche Telekom weighs full T-Mobile buyout as valuation gap widens
Deutsche Telekom considers full T-Mobile combination to address valuation imbalance and simplify structure as US unit drives growth and investor focus.
Forge Nano to list on Nasdaq via $1.6bn SPAC merger
US semiconductor materials firm Forge Nano plans a SPAC listing, seeking funds to scale production as AI-driven chip demand accelerates globally.
BICS deepens Google Cloud partnership for enterprise voice
BICS says its expanded Google Cloud collaboration gives enterprises PSTN connectivity in more than 40 countries, cloud numbering and SIP Link support for Goo…
IPv4 Scarcity and the RIR Poverty Penalty
BTW analysis reveals how RIR conservation policies inadvertently cement historical advantages, creating a two-tier system for emerging operators.
Clarifai deletes OkCupid data after FTC probe
Clarifai has deleted millions of OkCupid images and AI models after US regulator scrutiny over data use.
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.
Cloud Service
Verizon brings private 5G to remote reality TV production
Verizon has deployed a temporary private 5G network in remote terrain to support a reality TV production, enabling high-capacity live video, secure connectiv…
Cisco unveils sovereign infrastructure portfolio for EMEA
Cisco launches sovereign critical infrastructure portfolio across EMEA, giving governments and regulated industries greater control over secure digital systems.