Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Cloud Service
Nvidia eyes $1 trillion AI chip opportunity
Nvidia forecasts $1 trillion AI chip opportunity by 2027, highlighting rapid growth in artificial intelligence infrastructure demand.
Cloud Service
Nscale to build AI factory in west virginia
A new AI-focused data centre project highlights growing demand for high-performance computing infrastructure in the US.
Case File
Anthropic warns of AI misuse risks linked to weapons development
Anthropic warns AI could be misused in weapons development, raising concerns over safeguards, governance, and military applications.
Cloud Service
Amazon bets on AI to double AWS revenue outlook
Amazon says AI could drive AWS revenue to $600bn by 2036, highlighting surging demand for cloud computing and AI infrastructure.
Case File
NVIDIA H200 AI chips cleared for sale in China
Nvidia receives Chinese approval to sell H200 AI chips, restarting production and enabling widespread adoption in domestic markets.
Cloud Service
Samsung bets on AI to power earnings growth
Samsung sees AI chip demand boosting earnings, highlighting a major shift in semiconductor industry growth drivers.
Cloud Service
Schneider Electric and NVIDIA partner to scale AI factories
Schneider Electric and Nvidia partner to scale AI factories, linking energy systems with high-performance computing infrastructure.
Leaders
AMD chief visits Samsung to deepen partnership
AMD CEO visits Samsung chip plant to discuss expanding ties, highlighting competition and cooperation in advanced semiconductor manufacturing.
Cloud Service
Dell cuts jobs as AI transition reshapes tech industry
Dell is cutting jobs as it restructures for an AI-driven future, reflecting wider changes across the technology industry.
Leaders
NVIDIA sees $1TN AI chip market
The semiconductor giant sees massive growth in AI chips as industries deploy real-time artificial intelligence systems.
Case File
Telia partners with brookfield for AI sovereignty
Telia signs a deal with Brookfield to enhance AI sovereignty, reinforcing its position in AI-driven telecom innovation.
Cloud Service
Nokia unveils optical networking tools aimed at AI workloads
Nokia launches optical networking solutions designed for AI-era networks, aiming to support high-capacity data center and cloud traffic.
ARIN
The gatekeeper’s bargain: the deepening liability crisis at AFRINIC
AFRINIC’s $100 liability cap highlights deep structural risks in internet governance as legal battles and resource scarcity intensify.
Leaders
SKT chief encourages AI agent development among staff
SKT’s CEO urges employees to create their own AI agents, driving internal innovation as part of its digital transformation.
Cloud Service
TelCables brasil expands network connectivity
TelCables Brasil plans to expand its fibre connectivity network as Brazil’s demand for digital infrastructure continues to grow.
Case File
Internet outage hits congo during election period
Congo internet outage during elections raises concerns over transparency, telecom compliance and digital rights.
Cloud Service
Meta signs major AI infrastructure deal with Nebius
Meta signs a multibillion-dollar AI infrastructure deal with Nebius as tech firms compete for computing power and data center capacity.
Case File
Judge questions Musk’s $134bn OpenAI damages claim
A US judge questions Elon Musk’s $134bn damages claim against OpenAI, casting doubt on the valuation in the high-profile AI lawsuit.
National Telecom
ZTE targets gen Z gaming to boost smartphone sales
ZTE is targeting Gen Z gamers with high-performance smartphones as mobile gaming reshapes global device demand.
Case File
JD.com launches Joybuy in Europe to challenge Amazon
JD.com’s Joybuy launch signals a renewed push by Chinese e-commerce firms into the European digital retail market.