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 Trends
Meta Scales back metaverse efforts in favour of AI devices
Meta cuts over 1,000 Reality Labs jobs and closes VR studios as it pivots from metaverse to AI wearables like Ray-Ban smart glasses.
Global Regional ISP Trends
London full-fibre provider G.Network enters administration as debt mounts
London full-fibre broadband provider G.Network enters administration with Alvarez & Marsal appointed to find a buyer.
Asia-Pacific Regional ISP Trends
Malaysia’s iFIBER strives for digital autonomy amid regional connectivity challenges
iFIBER expands Malaysia’s open-access fibre network and digital solutions amid debates on regional autonomy and foreign tech influence.
Asia-Pacific Cloud Services
South Korea indicts 10 over alleged chip technology leak to China
Seoul prosecutors charge 10 with industrial theft of advanced DRAM processes linked to China’s ChangXin Memory Technologies.
Companies
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
Global Institutional
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.
Global Cloud Services
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.
Global Institutional Trends
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.
Asia-Pacific Regional ISP Trends
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.
Leaders
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.
Asia-Pacific Cloud Services Trends
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.
Global Cloud Services Trends
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.
Global Regional ISP Trends
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.
Global Cloud Services Trends
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.
Europe and Middle East Cloud Services Trends
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.
Global Datacenter Trends
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.
Europe and Middle East Regional ISP Trends
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.
Asia-Pacific Datacenter Trends
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.
Asia-Pacific Cloud Services
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.
Europe and Middle East Cloud Services
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.