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Time Horizon

Quarter 30 120d

Within the Time Horizon facet, Quarter 30 120d time-horizon intelligence organises articles by the period over which a signal is expected to matter. The page helps readers distinguish immediate operational changes from longer-cycle governance, investment, standards, and infrastructure shifts that may unfold across quarters or years. It connects timing assumptions with public evidence, related actors, market context, customer exposure, policy pressure, and infrastructure planning so readers can judge whether a development is urgent, strategic, or still waiting on confirming evidence. The page also explains how time horizon changes the meaning of a signal, which organisations may be exposed, and which infrastructure decisions require short-term action or long-cycle monitoring.

The future of IPv4: Why demand continues despite IPv6 adoption

Global Cloud Services

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.

Feb 2, 2026
Capgemini to divest US unit amid ICE contract backlash

North America Cloud Services

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.

Feb 2, 2026
musk-blocks-russias-use-of-starlink-highlighting-satellites-role-in-warfare

Global Cloud Services Trends

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.

Feb 2, 2026
The ultimate guide to valuing your IPv4 blocks

Asia-Pacific Cloud Services

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.

Feb 2, 2026
Caterpillar to supply 2GW of gas power for US AI data centre

North America 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.

Jan 30, 2026
uk-turns-to-google-for-public-sector-ai-delivery

Europe and Middle East Datacenter Trends

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.

Jan 30, 2026
the-intersection-of-commercial-AI-technology-and-defence-policy

Global Cloud Services Trends

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.

Jan 30, 2026
Former Google engineer convicted of AI trade secrets theft

Asia-Pacific Cloud Services

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.

Jan 30, 2026
AI demand squeezes consumer electronics

Asia-Pacific Cloud Services

AI demand squeezes consumer electronics

AI‑driven demand for memory and compute chips tightens supplies, pressuring consumer electronics and reshaping supply chains.

Jan 30, 2026
Tesla’s-automotive-ambitions-with-large-scale-AI-infrastructure

Global Cloud Services Trends

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.

Jan 30, 2026
Musk’s firms consider deeper integration

Global Cloud Services

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.

Jan 30, 2026
investors-shift-focus-from-ai-hype-to-profitability-in-tech-sector

Global Cloud Services Trends

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.

Jan 30, 2026
ai-apps-secure-long-term-cloud-and-compute-with-750m-perplexity-microsoft-deal

Global Cloud Services Trends

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.

Jan 30, 2026
amazon-eyes-50bn-openai-investment

Global Cloud Services Trends

Amazon eyes $50B OpenAI investment

Potential $50bn Amazon stake in OpenAI underscores strategic bets on AI compute and cloud infrastructure growth.

Jan 30, 2026
Nokia leans harder on AI as legacy telecoms model creaks

Global Cloud Services Trends

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.

Jan 30, 2026
enterprise-cloud-and-agentic-ai-move-toward-commercial-reality

Global Cloud Services Trends

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.

Jan 30, 2026
rogers-makes-satellite-connectivity-standard-on-mobile-plans

North America National Telecom Trends

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.

Jan 30, 2026
ai-embedded-in-5g-networks-as-softbank-and-ericsson-upgrade-mimo

Global National Telecom Trends

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.

Jan 30, 2026
IPv4 lease VS IPv4 purchase: which is better for enterprises?

Global Cloud Services Trends

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.

Jan 30, 2026
Tencent Cloud plans Middle East data centre expansion

Africa Cloud Services

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.

Jan 29, 2026