Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Case File
US and China Opt Out of Military AI Principles at Global Summit
U.S. and China opt out of military AI norms at global summit, underscoring geopolitical tensions in AI governance.
Case File
Middle East telecoms pivot towards venture capital
e&’s partners with MEVCA to build VC ecosystem and shift Middle East capital to innovation and technology.
Case File
AI Accelerates Enterprise IoT Growth Beyond Connectivity
Enterprise IoT market hits US $324bn in 2025 as AI drives growth, but true autonomous deployments remain rare.
Case File
New Backup Service Strengthens Enterprise Cyber Resilience
Assured Backup and BackBox launch a service to automate network and security backups, reducing downtime and boosting cyber resilience.
Cloud Service
AudioCodes Adds New Webex Phones and Gateways
AudioCodes certifies new phones and gateways for Webex, easing cloud migration but adoption remains uncertain.
Leaders
Google boosts AI investment to challenge OpenAI
Google boosts AI investment and expands Gemini AI, positioning itself as a strong competitor to OpenAI in the global AI race.
Leaders
IQ Fiber appoints first COO to drive network growth
IQ Fiber appoints Doug Guthrie as its first COO to drive fibre network growth across the Southwest and Mid‑Atlantic US.
Cloud Service
U.S. software stocks steady after AI-driven sell-off
U.S. software and data services stocks stabilized after a steep sell-off driven by AI disruption fears, with investors reassessing risk.
Case File
Reddit lifts revenue forecast on stronger ad sales
Reddit lifts its revenue forecast as stronger advertising demand drives better-than-expected results round AI-related content.
Case File
TA Realty sells first hyperscale data centre buildings
TA Realty has sold the first two completed hyperscale data centre buildings at its Northern Virginia campus.
Case File
Starlink drives growth as SpaceX expands satellite services
Starlink is lifting SpaceX revenue as it expands satellite broadband and explores direct-to-mobile services.
Case File
Vodafone growth in Germany fails to lift overall performance
Despite service revenue gains in Germany and elsewhere, Vodafone’s broader performance disappoints investors.
Cloud Service
VMO2 embraces AI to reduce mobile network downtime
VMO2 boosts AI automation in its mobile network to minimise downtime and enhance reliability.
National Telecom
Crown Castle cuts 20% of workforce amid revenue pressure
Crown Castle slashes 20% of its workforce amid slowing demand and revenue pressure.
National Telecom
Private networks go mainstream as deployments hit 6,500
Private networks reach 6,500 deployments, driven by demand for 5G and LTE in industries.
National Telecom
Drahi’s daring debt play puts Altice empire under scrutiny
Drahi shifts key Altice assets beyond creditors’ reach, rattling debt markets with aggressive restructuring.
Case File
Nvidia’s H200 sales to China delayed
Nvidia’s planned H200 AI chip exports to China are delayed by an ongoing US national security review of licenses, stalling orders and shipments.
Case File
TikTok settles as social media addiction case goes to trial
TikTok has settled a social media addiction lawsuit at the last minute as the case heads to trial against Meta and Google.
Case File
Alphabet signals higher 2026 capital spending
Alphabet plans significantly higher capital spending in 2026 as it expands data centers and AI infrastructure amid intense cloud competition.
Case File
Colt CEO urges telcos to think beyond connectivity for AI
Colt CEO Keri Gilder urges telcos to think beyond connectivity and adapt their infrastructure strategies for the future of AI.