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.
Asia-Pacific Cloud Services Trends
Australia’s IComm faces question of local autonomy in a consolidating tech landscape
IComm Australia integrates unified communications and cloud tools even as regional autonomy is challenged by global tech platforms.
Global Cloud Services
SMX Ltd: Protecting email for organisations in a digital age
SMX’s email security platform includes secure gateways and scalable archiving to protect business communications in cloud environments.
Global Cloud Services Trends
IP address market under scrutiny: Critics call purchases a ‘scam’ and hint at trillion-dollar telecom potential
Critics say buying IPv4 addresses is a lease, not true ownership, raising questions about governance and trillions in telecom asset value.
Asia-Pacific Institutional
Portability of internet number resources: Why ICP-2 revision must guarantee mobility
Lu Heng outlines why mandatory portability of number resources in the ICP-2 revision is essential for resilience and network autonomy.
Asia-Pacific Cloud Services
Trump allows Nvidia AI chip exports to China
Trump allows Nvidia to export H200 AI chips to China, sparking debate over national security and US–China tech competition.
Global Cloud Services Trends
Disney and OpenAI strike $1 billion deal to license characters for Sora AI video tool
The Walt Disney Company and OpenAI agree a three-year deal for Sora character licensing, but industry concerns remain over impact.
North America National Telecom
Telefónica tech sells its Colombia, Mexico and Chile units in Latin America restructuring
Telefónica Tech sells its Colombia, Mexico and Chile businesses to Hiberus amid a wider strategy to reshape its Latin American presence.
Global Cloud Services Trends
Telecom Italia moves to ditch costly savings shares after court victory
Telecom Italia moves to abolish savings shares following a legal win, sending savings stock higher and ordinary shares lower.
Global Cloud Services Trends
Network APIs hit a turning point in 2025, but risks and rewards remain uneven
Telecom network APIs reached a key inflection point in 2025, driven by standardisation efforts and partnerships, but security risks remain.
Asia-Pacific Cloud Services Trends
US delays chip tariffs on China until 2027 amid trade truce
Washington postpones new China chip tariffs to mid-2027 while addressing broader trade and supply-chain tensions.
Global Datacenter Trends
AirTrunk boosts Melbourne with second large-scale data centre
AirTrunk commits over AUD 5 billion to build a second hyperscale data centre in Melbourne, expanding capacity to over 630 MW.
North America Datacenter
Alphabet moves to secure clean power for AI growth
Alphabet’s acquisition of Intersect Power shows how clean energy is becoming critical to AI and data centre expansion.
Asia-Pacific Datacenter
AI Data centres fuel return of obsolete ‘Peaker’ power plants in the United States
Surging AI data centre demand is keeping old US peaker power plants running, complicating grid planning and raising pollution concerns.
Europe and Middle East Cloud Services Trends
Shared rural network expands 4G coverage to 100 more rural UK masts
The UK Shared Rural Network has upgraded 100 more rural masts with 4G, improving coverage while raising questions about long-term impact.
Companies
US delays additional tariffs on Chinese chips until June 2027
The US has delayed additional tariffs on Chinese semiconductor imports until June 2027, easing short term pressure on chip supply chains.
Asia-Pacific Cloud Services Trends
SMSGlobal strengthens Australia’s messaging infrastructure
SMSGlobal’s messaging platform offers bulk SMS, APIs and email-to-SMS tools for reliable enterprise communications across global markets.
Asia-Pacific Cloud Services
Hyve’s global expansion stirs debate on regional autonomy in cloud infrastructure
Global cloud expansion by firms like Hyve sharpens debate over innovation, data sovereignty and regional control of digital infrastructure
Companies
Member responses raise fresh questions over AFRINIC’s voter register
Member responses to an independent verification raise new doubts about the accuracy of AFRINIC’s voter register ahead of board elections.
Companies
Why centralised alternatives fail: The case for a decentralised internet registry
Lu Heng explains why centralised Internet registries fail and argues that decentralised systems are the only scalable path forward.
Companies
Calls grow for a clean break in APNIC governance
Lu Heng criticises APNIC governance, calling for leadership accountability and a clean break from past structures.