Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Cloud Service
atNorth to build 30MW metro data centre in Stockholm
atNorth has announced a new 30MW metro data centre in Stockholm, supporting Sweden’s digital transformation with sustainable design.
Cloud Service
NFON Pushes AI Growth Through Expanded Partner Programme
NFON expands its partner program to accelerate AI-driven cloud communications across European business markets.
Case File
India Eases Tax Rules for Foreign-Funded Manufacturing
India eases tax rules allowing foreign firms to fund manufacturing equipment, aiding Apple’s India production.
Cloud Service
Oracle plans $50bn raise for cloud and AI infrastructure expansion
Oracle plans to raise up to $50 billion in 2026 to expand cloud and AI infrastructure amid intensifying industry competition.
Leaders
Nvidia’s CEO lauds Taiwanese suppliers amid AI demand surge
Nvidia CEO Jensen Huang praised Taiwanese suppliers during a visit, highlighting Taiwan’s central role in the AI chip supply chain.
Leaders
Nvidia chief calms nerves over OpenAI ties
Nvidia CEO Jensen Huang denies tensions with OpenAI, aiming to steady market confidence in the AI chipmaker’s key partnerships.
Institutional
Waymo’s $16 billion funding push highlights strong support for autonomous driving
Waymo seeks about $16 billion in funding at a near $110 billion valuation, showing continued investor belief in autonomous driving’s future.
Case File
SpaceX proposes orbital AI data centres to reshape global compute
Orbital AI data centres proposed by SpaceX could reduce energy costs and reshape the future of cloud and hyperscale computing infrastructure.
Case File
The future of IPv4: Why demand continues despite IPv6 adoption
IPv4 remains critical in 2026 as enterprises and cloud providers buy, lease, and optimise addresses despite IPv6 growth.
Case File
Capgemini to divest US unit amid ICE contract backlash
European IT consultancy Capgemini divests U.S. unit amid backlash over immigration enforcement work and political pressure.
Leaders
Musk Blocks Russia’s Use of Starlink, Highlighting Satellite’s Role in Warfare
Musk’s actions to block Russia’s Starlink use highlight satellites’ increasing role in warfare and geopolitics.
Case File
The ultimate guide to valuing your IPv4 blocks
IPv4 addresses are scarce digital assets. This guide explains how ISPs value address blocks using real market examples.
Datacenter
Caterpillar to supply 2GW of gas power for US AI data centre
Caterpillar will supply 2GW of natural gas generation to power a large AI data centre campus in the United States.
Case File
Google Clears Final Hurdle for Major Austrian Data Centre Expansion
Google has received approval to build its long-planned data centre in Austria, marking a key step in its European expansion.
Case File
Pentagon and Anthropic clash over military AI use
Negotiations between the Pentagon and AI firm Anthropic have stalled over proposed limits on military and surveillance uses of AI.
Case File
Former Google engineer convicted of AI trade secrets theft
The conviction of a former Google engineer spotlights AI trade secret theft and intensifying scrutiny of economic espionage cases.
Case File
AI demand squeezes consumer electronics
AI‑driven demand for memory and compute chips tightens supplies, pressuring consumer electronics and reshaping supply chains.
Case File
Tesla commits $2bn to xAI as Cybercab timeline reasserted
Tesla is investing $2bn in Elon Musk’s xAI while reiterating plans to launch its autonomous Cybercab amid regulatory uncertainty.
Case File
Musk’s firms consider deeper integration
SpaceX is considering a merger with Tesla or xAI, signalling a potential vertical integration in Elon Musk’s technology empire.
Cloud Service
Investors shift focus from AI hype to profitability in tech sector
Investors are shifting focus from AI potential to profitability, emphasising execution and financial outcomes over mere technical capability.