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

Cloud Service
PTC partners with LARUS to expand industry insights at PTC’26
LARUS will showcase AI-powered infrastructure at PTC’26, with BTW Media offering real-time coverage of AI and connectivity innovations

ICANN
Why IPv4 prices keep rising even as IPv6 adoption gathers pace
IPv4 address prices continue rising even with IPv6 growth, reflecting scarcity, market demand and digital capital dynamics.

Case File
The role of IPv4 brokers in the digital economy
IPv4 brokers stabilise a scarce Internet resource, enabling transfers and leasing without resolving underlying structural limits.

ARIN
Investing in IP addresses: Risks, rewards, and unresolved questions
IP address investing offers returns driven by scarcity, but policy shifts and IPv6 adoption raise long-term risks.

Case File
Asia’s new $1 billion subsea cable project sidesteps strategic chokepoints
The new Intra-Asia submarine cable project aims to boost connectivity and resilience while reducing reliance on South China Sea routes.

Case File
Deepgram raises $130m series C at $1.3bn valuation to power voice AI economy
Deepgram raises $130m series C at $1.3bn valuation to power voice AI economy.

Case File
SK Hynix commits nearly $13B to advanced AI memory packaging plant in South Korea
SK Hynix will invest $12.9 billion in a new advanced packaging plant in Cheongju to boost AI memory output by late 2027.

Cloud Service
Samsung completes first commercial vRAN call, pushing toward AI-native, 6G-ready networks
Samsung completes the first commercial vRAN call on a live operator network, advancing AI-native and 6G-ready network capabilities.

Case File
Altice explores sale of OXG Glasfaser stake despite Vodafone’s confidence in fibre network
Altice is seeking buyers for its 50 % stake in German joint venture OXG Glasfaser with Vodafone amid market and funding pressures.

Institutional
Apple and Google forge AI partnership with Gemini models to power next-generation Siri
Apple and Google struck a multi-year AI partnership where Google’s Gemini models will power the next generation of Siri and more.

Leaders
Batelco partnership launches Bahrain’s first edge data centre
New edge data centre in Bahrain aims to support real-time applications and attract enterprise cloud customers across the Gulf.

Datacenter
Global data centre investment set to soar to $3T
Global data-centre spending expected to soar as AI demand grows, with tech giants and institutional investors reshaping the landscape.

Case File
G.Network sold to FitzWalter Capital amid UK fibre pressure
UK altnet G.Network has been acquired by FitzWalter Capital and placed into administration, highlighting strain in the UK fibre market.

Cloud Service
Empyrion Digital breaks ground on Taiwan’s first edge data centre
The new Taiwan facility by Empyrion Digital will offer 7 MW scalable load and sustainable design, expected online in late 2027.

Case File
US approves Nvidia H200 exports to China
The US has authorised Nvidia to export its H200 AI chips to China under strict conditions, signalling a recalibration of export controls.

Case File
Britain seeks reset in copyright battle between AI and creators
The UK revises AI copyright laws after creator backlash, aiming for a better balance between innovation and creators’ rights.

Case File
Sonic Networks PHL connects Filipino homes and businesses
Sonic Networks offers high-speed fibre broadband and business connectivity in the Philippines, focusing on reliability and customer service.

National Telecom
Three ranked UK’s fastest 5G network in latest speedtest results
Latest Ookla Speedtest data places Three at the top of UK 5G performance, though coverage and real-world speeds vary by area.

Case File
China limits Nvidia chip purchases to “special circumstances”
China restricts Nvidia H200 AI chip purchases to special circumstances, raising concerns over future tech policies and competition.

Cloud Service
Apple launches Creator Studio to deepen services push
Apple has launched Creator Studio, a bundled subscription of pro creative apps with AI features to boost services revenue.
