Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Leaders
Perplexity secures $750m cloud and compute deal with Microsoft
Perplexity signs a $750m deal with Microsoft for long-term cloud and compute resources, marking a shift in AI competition.
Leaders
Amazon eyes $50B OpenAI investment
Potential $50bn Amazon stake in OpenAI underscores strategic bets on AI compute and cloud infrastructure growth.
Cloud Service
Nokia leans harder on AI as legacy telecoms model creaks
Nokia’s mixed Q4 highlights the pressure on legacy telecoms vendors as it bets on AI-driven networking and data centre growth.
Case File
Enterprise cloud and agentic AI move toward commercial reality
NTT DATA and AWS formalise a strategic partnership to scale enterprise cloud migration and embed agentic AI into modernised systems.
Cloud Service
Rogers makes satellite connectivity standard on mobile plans
Rogers adds satellite connectivity to all 5G+ plans in Atlantic Canada, redefining mobile coverage boundaries with direct-to-device service.
Cloud Service
AI embedded in 5G networks as SoftBank and Ericsson upgrade MIMO
SoftBank and Ericsson embed AI into massive MIMO radios, boosting 5G performance by dynamically optimising coverage in real time.
ARIN
IPv4 lease VS IPv4 purchase: which is better for enterprises?
Enterprises weigh IPv4 leasing against purchasing as scarcity turns IP addresses into strategic digital assets in 2026.
Leaders
Tencent Cloud plans Middle East data centre expansion
Tencent Cloud is planning new data centres across the Middle East as IT spending in the region continues to grow.
Case File
Public safety communications shift toward LTE and 5G networks
Public safety agencies are accelerating investment in LTE and 5G broadband networks to modernise emergency communications.
National Telecom
Vodafone unveils new subsea cable in Greece
Vodafone has unveiled a new subsea cable in Greece to improve internet connectivity between Crete and the mainland.
Leaders
Northwood Space raises $100m in Series B funding
Northwood Space has secured $100m in Series B funding as the satellite ground station startup scales its network under CEO Bridgit Mendler.
Leaders
Vertiv targets AI data centre growth with predictive maintenance
Vertiv launches an AI-powered predictive maintenance service for data centers, aiming to improve uptime and operations as AI workloads grow.
Cloud Service
Telefónica Tech UK&I unveils AI-driven managed Security Service Edge for British and Irish firms
Telefónica Tech UK&I launches a managed Security Service Edge offering powered by Netskope One across the UK and Ireland.
Case File
Fixed broadband grows with FWA and satellite reshape last‑mile competition
Fixed broadband continues to grow, while FWA and satellite broadband reshape competition in the last mile.
Cloud Service
Telcos capex shift to cloud, AI, and core networks as RAN spending stays muted
Telecom operators shift capex towards cloud, AI, and core networks, with RAN spending growth remaining subdued.
Case File
Tesla’s Q4 revenue beats expectations amid EV slowdown
Musk’s Tesla reports resilient revenue supported by AI investments, signalling broader infrastructure-level evolution beyond automotive.
Case File
Privacy focus drives Cape’s entry into US MVNO market
A new US MVNO ‘Cape’ is betting on network-level privacy features, but its approach may test how far consumers value mobile anonymity.
Case File
Netomnia posts breakout year as UK altnets show stark divergence
Netomnia celebrates rapid growth, highlighting the growing divide between successful and struggling UK altnets.
Case File
HPE and 2degrees build sovereign AI cloud in New Zealand
New Zealand’s 2degrees teams with HPE to build a sovereign AI-enabled cloud platform, keeping data on-shore and targeting operational and regulatory benefits.
Case File
CityFibre turns to operational efficiency over expansion
CityFibre cuts nearly a third of jobs as UK full-fibre market shifts to operational efficiency and consolidation over build-out growth.