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

National Telecom
Telefónica cuts debt with Colombia sale
Telefónica’s Colombia exit cuts €1.55bn in debt, highlighting how European telcos are slimming down to refocus on core markets.

Cloud Service
Mozambique fibre deal targets cloud growth
A new fibre deal in Mozambique targets middle-mile gaps, linking national networks to Africa’s expanding cloud and content ecosystem.

Cloud Service
Amazon explores AI content marketplace for publishers
Amazon is discussing an AI content marketplace that could let publishers license material directly to AI developers via AWS.

Cloud Service
US White House presses tech on data centre power
The Trump administration is pursuing a voluntary energy compact with tech firms as AI data centers strain power grids and push up prices.

Case File
Waymo begins fully autonomous robotaxi service in Nashville
Waymo has launched fully driverless robotaxis in Nashville via Lyft, marking a major step in commercial autonomous mobility.

Leaders
Onsemi’s revenue miss fuels concerns over chip glut
Onsemi misses revenue as inventory builds weigh on chipmaker, hinting at cooling semiconductor demand.

ARIN
How CFOs Should Evaluate IPv4 Assets: A Fact-Based Analysis
CFOs must rethink IPv4 addresses as digital capital, balancing valuation, leasing income and long-term transition risk.

Leaders
SpaceX Prioritises Moon Colony Over Mars
Elon Musk pivots SpaceX to Moon colony, delaying Mars as lunar missions offer quicker gains and strategic edge.

Case File
Fractile Bets £100m on UK-Built AI Chips
Fractile plans a £100m push into UK AI chips, aiming to strengthen domestic capacity as global competition intensifies.

Case File
Meta and YouTube face child addiction trials
Parents take Meta and YouTube to court over alleged child addiction, opening a new chapter in technology regulation debates.

Cloud Service
AI and density reshape data centre security from perimeter to rack
AI’s demand for dense compute is changing data centre security, shifting focus from perimeter fences to authenticated rack-level controls.

Cloud Service
Alphabet targets bond market to finance AI infrastructure expansion
Google parent Alphabet is turning to long-term debt markets to fund AI infrastructure, signalling rising capital intensity across tech.

Case File
HostSlim: The Quiet Alternative in Europe’s Cloud Race
As cloud costs rise, HostSlim positions itself between hyperscalers and low-cost hosts with control-focused European infrastructure.

ARIN
GenAI Sends Cloud Market Soaring
GenAI Drives 30% Cloud Revenue Growth, Reshaping Enterprise IT Spending and Competition

Case File
Asia Markets Slide Amid Tech Sell-Off and Indonesia Credit Concerns
Asian markets slide as tech stocks tumble and Moody’s downgrades Indonesia’s credit outlook, prompting investor caution across the region.

Case File
Tesla opens AI training centre in China to advance driving systems
Tesla has launched an AI training center in China to develop local assisted-driving systems, reflecting efforts to adapt to local conditions.

Institutional
Open-source supply chain breach raises alarm
Open-source editor update compromised in a supply chain attack, underscoring rising software security risks globally.

Case File
US Software Stocks Plunge as AI Disruption Fears Rip Through Markets
Assured Backup and BackBox launch a managed service to automate network backups and minimise enterprise downtime.

Case File
China tightens crypto controls and vets RWA tokens
China expands its crypto crackdown by banning unauthorized stablecoins and vetting real-world asset token issuance.

Case File
AI helps match dinosaur tracks to trackmakers
AI helps scientists decode ancient dinosaur footprints, revealing evolutionary clues and reshaping fossil research with machine learning.
