Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.

Case File
UMG Renews Music IPR Deal with NetEase
UMG signs a licensing deal with NetEase Cloud Music, expanding access in China as AI and revenue questions remain.

Case File
OpenAI begins testing ads in ChatGPT free and Go tiers
OpenAI plans to trial ads in ChatGPT’s free and Go tiers in the US while pledging they will not affect chatbot responses.

Case File
China blocks Nvidia H200 AI chips despite US export clearance
China has restricted the purchase of Nvidia’s H200 AI chips, despite their clearance by the US government, citing security concerns.

Case File
India to collaborate on AI capacity with ASEAN
India offers to collaborate with ASEAN on AI capacity building, standards development, and responsible innovation.

Case File
South Korea to negotiate with US for favourable chip tariff terms
South Korea seeks favourable tariff terms for its memory chips amid rising US semiconductor tariffs, safeguarding its export-driven economy.

Cloud Service
Blackstone could invest up to $4.65 Billion for data centre in German, Handelsblatt reports
Blackstone is planning a data centre investment in Germany, with up to $4.65 billion allocated to a new digital infrastructure project.

Cloud Service
Blackstone could invest up to $4.65B for data centre in German, Handelsblatt reports
Blackstone is planning a data centre investment in Germany, with up to $4.65 billion allocated to a new digital infrastructure project.

Case File
IP Capital: How network reliability shapes the value of IP addresses
Network reliability can influence how IPv4 addresses are valued in leasing and transfer markets worldwide.

Case File
The pros and cons of IP address monetization platforms
IPv4 monetization platforms ease access and flexibility under scarcity but create ongoing financial and reputation risks for participants.

National Telecom
Verizon network outage disrupts services for thousands across US as carrier works on restoration
Verizon’s network outage left thousands of US users without voice, text or data service on January 14, prompting carrier investigation.

Case File
IBM launches Sovereign Core software to help organisations enforce digital sovereignty for AI workloads
IBM announces Sovereign Core software to help organisations deploy and manage AI-ready sovereign environments with operational control.

National Telecom
Ericsson job cuts spotlight tech sector turbulence
Ericsson plans to cut 1,600 jobs in Sweden as the wider technology sector continues to downsize amid weaker demand and cost pressures.

Cloud Service
Red Sea subsea risks expose urgent need for connectivity diversification in Middle East
Red Sea subsea cable risks are prompting calls for diversified connectivity to support Middle East digital growth.

Cloud Service
Telcos ramp up fixed wireless access amid LEO competition
Telcos are increasing fixed wireless access investment as competition from low Earth orbit satellite broadband intensifies.

National Telecom
WindTre launches 5G SA with network slicing for businesses
Italian operator WindTre enables businesses of all sizes to use 5G slicing on its standalone network, supporting AR, secure comms and media.

Case File
AI-driven borrowing set to lift US corporate bond supply in 2026
AI hyperscaler borrowing is set to drive U.S. corporate bond issuance higher in 2026, reshaping fixed-income markets as capex grows.

Case File
AWS launches European Sovereign Cloud to address data concerns
AWS launches its European Sovereign Cloud, an EU-based cloud platform offering data residency and compliance for regulated industries.

Cloud Service
Sony Interactive Entertainment expands PlayStation’s global reach
Sony’s PlayStation division delivers innovative gaming experiences and network services, shaping interactive entertainment worldwide.

Case File
UK, Canadian watchdogs press on with probes into Elon Musk’s Grok chatbot
Regulators are still investigating Elon Musk’s X and its AI chatbot Grok over concerns about sexually explicit deepfake images.

Cloud Service
T-Mobile modernises operations with Netcracker cloud-native platform
Telecom operator T-Mobile modernises core BSS/OSS systems with Netcracker to reduce deployment times and enhance digital service delivery.
