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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
