Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.

Case File
AWS flags energy challenge in Europe’s data centres
The future of cloud infrastructure in Europe will depend on energy supply and efficiency innovation.

Case File
Harvey secures $200m, hits $11bn valuation
Harvey raises $200m, reaching $11bn valuation as legal AI adoption accelerates across professional services.

Case File
Apple rolls out UK age verification tools
Apple launches UK age verification tools as Ofcom backs stronger online child safety measures under new regulations.

Case File
Energy overtakes compute as key constraint for UK AI data centers
Energy supply overtakes compute as the main constraint for UK AI data centers, raising concerns over power capacity and infrastructure.

Institutional
Navan forecasts strong 2027 revenue on surge in new customers
Navan forecasts strong 2027 revenue as new customers drive demand for integrated travel, payments, and expense management platforms.

Case File
German army explores AI tools to speed wartime decisions
The German army explores AI tools to speed wartime decisions, highlighting the growing use of AI in defense and battlefield data analysis.

Cloud Service
Openreach taps Google AI to optimise fleet
Openreach deploys Google Cloud AI to optimise its 24,000-vehicle fleet and speed fibre rollout while cutting emissions across the UK.

Datacenter
Norway leads global home security ranking as UK places seventh
Norway tops iSelect’s Home Security Index while the UK ranks seventh in a global study of physical and digital home safety.

ARIN
The legal landscape of IPv4 trading for ISPs
Legal fiction, real money: Over 5,215 IPv4 transfers were processed last year in a market worth $2.3 billion — yet registrars maintain you cannot “own” these…

Leaders
Broadcom and TSMC flag AI chip supply pressure
Broadcom and TSMC warn of AI chip supply constraints as demand for semiconductors outpaces manufacturing capacity.

Case File
Oracle advances autonomous enterprise operations strategy
Oracle pushes autonomous enterprise operations using AI to automate workflows and reduce manual tasks across business systems.

Cloud Service
AWS Bahrain disruption highlights cloud risks
Amazon’s cloud services in Bahrain were affected by security concerns, exposing vulnerabilities in digital infrastructure.

Cloud Service
Alibaba advances AI chip strategy as agent race intensifies
Alibaba is developing AI chips to power intelligent agents, highlighting growing competition in AI hardware and infrastructure.

Cloud Service
AI shifts data centre focus to connectivity
AI growth is shifting data centre priorities from scale to connectivity, reshaping infrastructure strategies and investment decisions.

Case File
Investors pivot to AI infrastructure amid valuation concerns
Investors shift towards AI infrastructure assets as concerns grow over valuations and returns in high-profile AI technology stocks.

Cloud Service
SES Eyes Next-Generation MEO Constellation by 2030
SES plans a next-generation MEO constellation by 2030 to boost satellite connectivity and compete in a growing global market.

National Telecom
Openreach uses Google Cloud AI to speed fibre planning and cut fleet emissions
Openreach is using Google Cloud AI and analytics to improve full-fibre planning, field-service efficiency and fleet emissions management.

Case File
UK consumers overwhelmed by smart home technology
UK users feel overwhelmed by smart home tech as complexity and poor integration undermine adoption and user experience.

Case File
EU Antitrust Chief Meets Big Tech on AI Scrutiny
EU antitrust chief meets Big Tech CEOs as scrutiny over AI competition and market dominance intensifies in Europe.

Case File
How to conduct an IP portfolio valuation for your ISP
A practical guide to valuing IPv4 portfolios, helping ISPs optimize utilization, pricing, and long-term infrastructure investment planning.
