Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Case File
Nvidia’s AI cuts through the clouds
Nvidia unveils open-source AI weather models promising faster and cheaper forecasts with industry impact.
Cloud Service
Nokia Chooses Pure Storage to Power Next-Gen Red Hat Telco Cloud
Nokia selects Pure Storage to support its Red Hat telco cloud strategy
Case File
VinFast partners with Autobrains on affordable self‑driving tech
VinFast teams up with Autobrains to develop low‑cost autonomous driving systems, testing camera‑based technology on VF 8 and VF 9 models.
National Telecom
Europe and the US redefine a fraught digital partnership
Europe seeks a recalibrated partnership with the US as digital and trade tensions shape telecom policy in early 2026.
Cloud Service
GlobalConnect triples Nordic network capacity with upgrade
GlobalConnect launches a major upgrade to triple its Nordic network capacity and improve connectivity with new subsea cables.
Cloud Service
HBM4 production set to begin as Nvidia’s next‑gen AI memory race heats up
Samsung will start production of next‑gen HBM4 memory chips next month to supply Nvidia, influencing the performance of future AI systems.
Case File
Fidelity ends legal fight over Broadcom software
Fidelity settles a lawsuit with Broadcom to maintain access to business-critical VMware software used across its IT systems.
ARIN
Does IPv6 have capital value?
Exploring how IPv6’s virtually infinite address space affects economic value compared with IPv4’s tradable scarcity-driven assets.
Case File
Meta pauses teens’ access to AI characters as safety concerns rise
Meta will halt teens’ access to AI features globally, highlighting concerns about AI safety and governance.
Leaders
Intel shares fall 13% amid AI data centre demand concerns
Intel shares fall 13% after the chipmaker warns it is struggling to meet AI data centre demand and forecasts lower revenue.
Case File
Ericsson beats Q4 expectations as EMEA growth lifts sales
Ericsson ends 2025 on a stronger footing after EMEA growth drives better-than-expected fourth-quarter sales and improves margins.
Cloud Service
Ericsson ends 2025 on steadier footing
Ericsson says a steadier networks business helped deliver a solid end to 2025 after a volatile investment cycle
Case File
Open Cosmos launches twin LEO satellites
Open Cosmos has launched two LEO satellites, marking a step towards commercial-scale operations in Europe’s space sector.
Cloud Service
Telefónica Tech drives IoT smart water roll-out for Aguas de Cádiz
Telefónica Tech deploys NB-IoT smart water meters in Cádiz, enabling remote data, predictive analytics and stable utility revenues.
Institutional
UK regulator opens probe into Meta’s WhatsApp data compliance
UK regulator Ofcom investigates whether Meta provided complete and accurate data on WhatsApp during a review of the bulk SMS market.
Institutional
Nvidia boss visits china amid regulatory headwinds and AI demand
Nvidia CEO visits China amid regulatory scrutiny as the company waits on Beijing’s decision over H200 AI chip sales to a major AI market.
Cloud Service
Scale matters more as UK fibre market consolidates
UK broadband market shifts as CityFibre’s consolidation emphasises coverage and scale over pure build-out for competitive advantage.
Regional ISP
Telefónica’s Chile fibre deal reshapes takeover calculus
A fibre carve-out in Chile shows how infrastructure separation is reshaping telecom consolidation strategies.
Case File
Saudi sovereign capital pushes Middle East into AI compute spotlight
Saudi Arabia backs AI data centres with sovereign capital, signalling the Middle East’s rise as a new global compute hub.
Case File
The Future of IPv4: Will Demand Still Exist After IPv6?
Despite growing IPv6 adoption, IPv4 demand remains strong. Explore why scarcity, legacy systems and markets keep IPv4 relevant.