Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Leaders
Infineon invests €500m to meet AI data centre demand
Infineon is investing an extra €500m to expand chip production as demand from AI data centres continues to grow.
Leaders
ChatGPT’s lead erodes as Gemini gains ground
ChatGPT’s market share in the US has dropped, with Gemini and Grok gaining ground, marking a new phase in the AI assistant competition.
Case File
European Regulators Tighten Scrutiny of X and Grok as AI Governance Risks Escalate
European regulators intensify scrutiny on X and Grok over AI risks, focusing on platform governance and user safety compliance.
Case File
High rates push Cellnex towards organic growth
Cellnex restructures to prioritise organic growth as high interest rates reshape telecom infrastructure strategies.
Case File
Sky Business’s Controversial Mobile Data Campaign Sparks Questions
Sky Business promotes a “fear of running out” of mobile data to UK SMEs, using anxiety-driven marketing to push new data plans.
Cloud Service
Data centre heat reuse shifts from ethos to economic asset
Data centre waste heat is becoming a measurable business asset as operators like Green Mountain turn sustainability into profit.
Case File
Europe’s grid bottleneck threatens cloud and AI growth
Europe’s power-grid delays threaten cloud and AI expansion as data centres struggle to secure timely connections.
Institutional
Anthropic AI shock hits software stocks globally
Anthropic’s AI tools trigger a global sell-off in software stocks, raising concerns over revenue models and accelerating AI adoption.
Leaders
OpenAI CEO calls Moltbook a fad but backs AI tech
Sam Altman calls viral Moltbook a likely fad while championing autonomous AI tools like OpenClaw and Codex as long‑term innovations.
Case File
PTC’26 cements role in global digital infrastructure
PTC’26 returned to Honolulu with record attendance, highlighting the Asia-Pacific region’s growing role in global digital infrastructure.
Case File
Teradyne Forecasts Strong Quarter on AI Chip Demand
Teradyne expects first-quarter results above Wall Street estimates, driven by strong AI-driven semiconductor test demand.
Datacenter
NXP forecasts upbeat quarter results, signaling industrial market bottom
NXP Semiconductors forecast an upbeat quarter, signalling that the industrial chip market may be reaching a bottom.
Case File
KKR and Singtel buy full control of STT GDC in $5.2B deal
KKR and Singtel will take full control of STT GDC in a $5.2 billion deal, highlighting growing investment in data centre infrastructure.
Cloud Service
Google Cloud and Liberty Global strike five-year AI partnership
Google Cloud and Liberty Global have agreed a five-year AI partnership to use Google’s Gemini technology across European telecom services.
Case File
Telefónica strengthens control of VMO2
Telefónica opens a London office to strengthen oversight and strategic alignment with its UK joint venture Virgin Media O2.
Case File
Openreach rolls out safety app for field engineers
The UK’s Openreach deploys a new safety app for field engineers after a spike in assaults, combining tech with traditional safety measures.
Cloud Service
Nvidia moves toward $20 billion equity stake in OpenAI
Nvidia is moving toward a roughly $20 billion investment in OpenAI’s latest round, deepening ties between the chipmaker and the AI developer.
Case File
Vodafone IoT and Hyundai to roll out connected cars in Middle East
Vodafone IoT and Hyundai deliver connected car services across the Middle East, reflecting rising demand for automotive connectivity.
Institutional
Iran’s internet flickers back under tight state control
Iran’s partial internet return highlights state control over digital space and the economic toll of prolonged blackout.
Case File
AI and 5G drive structural shift in telecom-cloud markets
Telecom and cloud markets are shifting around AI and 5G as operators balance new opportunities with rising costs and competition.