Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Case File
Aligned $40bn data centre deal spotlights AI and infrastructure
The $40 billion acquisition of Aligned Data Centers by a consortium highlights the growing value of AI infrastructure.
Case File
Anthropic Accuses Chinese AI Labs of Illicit Model Distillation
Anthropic accuses Chinese labs of illegal AI distillation using its Claude model, raising IP and security concerns.
Cloud Service
Amazon Pledges $12bn for Louisiana Data Centres
Amazon commits $12bn to Louisiana data centers, enhancing infrastructure and generating local employment opportunities.
Leaders
Dan Caruso to Deliver Final Keynote at Metro Connect 2026
Dan Caruso will deliver his final keynote at Metro Connect 2026, discussing the future of metro fiber networks and digital infrastructure.
AFRINIC
The Great African IP Lock-In: How a Disputed Board is Trapping Millions in Digital Assets
IPv4 scarcity has turned unused blocks into valuable assets, offering ISPs new opportunities for strategic growth.
ICANN
What Happens When an IPv4 Lease Expires: A Deep Analysis of Market Realities
What happens when an IPv4 lease expires: service withdrawal, routing loss and operational continuity planning in scarce address markets.
ARIN
IPv4 lease pricing: how to protect your business from IPv4 lease disputes
Protect your business from IPv4 lease disputes with clear contracts and pricing in a digital capital market.
Case File
Global EV sales slow as China and US demand softens
Global EV sales slowed in January as China and US demand weakened, raising concerns about industry profitability.
Cloud Service
Batelco partners GCCIA to expand regional fibre connectivity
Batelco partners GCCIA to expand fibre connectivity across the Gulf using power grid infrastructure corridors.
Cloud Service
Du and Datawave link Gulf to Singapore with new subsea route
Du and Datawave build a new subsea corridor linking the Middle East to Singapore to boost capacity and resilience.
Case File
OpenAI partners on Korean AI data centres
AI-ready infrastructure in South Korea grows through OpenAI’s collaboration with Samsung SDS and SK Telecom
Case File
Cooling leads at Datacloud Middle East
Cooling and sustainability lead discussions at Datacloud Middle East as AI drives higher data centre power densities.
Cloud Service
Sparkle unveils GreenMed cable to strengthen Mediterranean data routes
Sparkle unveils the GreenMed subsea cable at Capacity Middle East 2026, boosting Europe–Middle East connectivity.
Cloud Service
Rakuten and Intel push AI-first vRAN
Rakuten and Intel are pushing AI-first vRAN as operators look to cut costs and adapt virtual networks for heavier AI workloads.
Case File
U.S. Tech stocks rebound as investors test risk appetite
U.S. tech stocks edged higher as Wall Street traded mixed, signalling cautious investor optimism amid ongoing economic uncertainty.
Case File
AI-software rout triggers fresh credit market jitters
AI-driven software stocks slump, prompting Morgan Stanley to warn of rising risk in the $1.5 trillion US leveraged loan market.
Cloud Service
Alphabet taps rare 100-year bond to fund AI expansion
Alphabet has issued a rare 100-year bond to help finance surging AI infrastructure spending, signaling Big Tech’s long-term capital bets.
Case File
Pennsylvania Blocks Talen Energy Data Center Rezoning
Montour County blocks Talen Energy’s data centre rezoning, reflecting local pushback on AI and cloud projects.
Case File
AI disruption fears create buying opportunity for US software stocks
U.S. software stocks stabilize after an AI-driven sell-off, with some strategists seeing the pullback as a potential buying opportunity.
Case File
Paramount raises takeover bid for Warner Bros. Discovery, again
Paramount has enhanced its takeover bid for Warner Bros. Discovery with new financial incentives, intensifying a high-stakes deal battle.