Time Horizon
Quarter 30 120d
Quarter 30 120d time-horizon intelligence organises articles by the period over which a signal is expected to matter. This view helps readers distinguish immediate operational changes from longer-cycle governance, investment, standards, and infrastructure shifts.
Institutional
India heralds $4.6B investment in home-grown electronic components under ECMS
India approved $4.6B in electronics component projects to bolster domestic supply and cut import reliance under its ECMS.
Case File
Saudi Arabia breaks ground on 480 MW Hexagon government data centre in Riyadh
Saudi Arabia’s SDAIA has launched construction of the 480 MW Hexagon data centre in Riyadh to support government data and AI systems.
Institutional
EXA completes Aqua Comms subsea network acquisition
EXA finalises purchase of Ireland-based Aqua Comms cables, bolstering its global infrastructure footprint and low-latency connectivity.
Case File
Telenor finally exits Pakistan after prolonged divestment saga
Telenor completes its exit from Pakistan by selling its remaining stake to Millicom, marking a strategic shift in its global portfolio.
Leaders
Nvidia’s Huang prepares major keynote as competition grows
Nvidia CEO Jensen Huang is set to keynote at CES 2026 as rivals and customers increase competition in AI chips and technology.
Cloud Service
SoftNET: A global bridge for business connectivity
SoftNET provides voice and data services on a global IP network, supporting SIP trunking, MPLS, VPN and business connectivity solutions.
Cloud Service
Softsource vBridge strengthens New Zealand’s cloud services
Softsource vBridge supports Kiwi businesses with cloud solutions, managed IT, procurement and modern workplace services.
Case File
UK turns to Google for public sector AI delivery
The UK government is working with Google to deploy AI across public services, raising questions about governance and reliance on big tech.
Case File
Why IPv4 could be worth $60 trillion: Evaluating the debate over digital asset value
IPv4 addresses are scarce and active in secondary markets, prompting debate over claims they could be worth as much as $60 trillion
ICANN
IPv4: The digital real estate of the 21st century
IPv4 addresses have become scarce digital assets with rising market value due to limited supply, slow IPv6 adoption and secondary trading.
Case File
Understanding reality layers and symbolic power: Why clarity can feel threatening
Lu Heng highlights how conflating symbolic legitimacy with enforceable authority fuels resistance to clarity in critical systems.
ARIN
Why RIRs lack authority and how community sovereignty can undermine the internet
Regional Internet Registries do not have legal authority; community sovereignty can cause governance conflicts.
Case File
IP Capital: How companies turn idle IP blocks into recurring revenue
Companies can monetise unused IPv4 addresses by leasing them, creating steady revenue while keeping ownership.
Datacenter
Neuralink aims for ‘High-Volume’ brain-computer interface production by 2026, but questions persist on safety and accessibility
Neuralink plans high-volume brain implant production by 2026 with automated surgeries, but safety and scalability concerns linger.
ARIN
Phishing emails exploit fear around RIPE NCC authority and registry roles
Scammers spoof RIPE NCC emails, exploiting misunderstandings about registry authority amid internet number resource governance debates.
Case File
US faces political backlash over AI data centre electricity concerns
Bipartisan pushback over AI data centre electricity demand highlights energy policy challenges and infrastructure limits in the United States.
Case File
Softcell Technologies builds enterprise IT for a cloud-first India
Softcell Technologies delivers enterprise IT services in India, focusing on cloud solutions, cybersecurity, networking and managed services.
Institutional
US grants TSMC licence for chipmaking tools to China plant amid export control tweaks
US issues an annual licence for TSMC to import US chipmaking equipment to its China facility as export controls evolve in 2026.
Case File
IBN Tech’s rise and the digital autonomy debate
IBN’s expansion highlights how outsourced digital services can challenge local control of critical infrastructure.
Case File
Sneaker Server: Niche hosting for high-performance bot operations
Sneaker Server’s global hosting delivers low-latency servers tailored for automated retail bots and time-critical online purchasing.