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
EA Sports relaunches its college football game series
OURTAKEEA Sports has relaunched its college football video game series after an 11-year hiatus. Although the AI model was initially imperfect, tweaks to the images and data ultimately made the creation of virtual players more efficient and less costly. This innovation not only…
Global Cloud Services
The founder of Kakao is arrested on stock manipulation charges
OUR TAKEThe arrest of Kim Beom-su for alleged stock manipulation during the acquisition of the K-pop organisation can have a negative impact on Kakao’s investments in AI and overseas expansion plans. -Rae Li, BTW reporter What happened Kim Beom-su, the founder and largest…
Companies
Intel confirms 13th/14th generation processor stability issues
OUR TAKEPreviously, Intel began investigating the issue in April after reports of certain processor models crashing frequently while gaming. Despite updates from Intel and motherboard BIOS, the issue has not been fully resolved, and recent criticism and reports of game crashes…
Europe and Middle East Cloud Services Trends
AI for breast cancer diagnosis: A new era of precision and efficiency
OUR TAKEThis AI tool aims to improve patient experience and quality of care by analysing breast biopsy samples to increase the accuracy and efficiency of pathologists in diagnosing breast cancer.-Rae Li, BTW reporter What happened Doctors at Peterborough City Hospital in the UK…
North America Cloud Services Trends
Kroger orders Ocado’s latest automated warehouse technologies
Ocado’s U.S. partner Kroger orders advanced automated technologies for its warehouse network, enhancing efficiency and productivity.
Global Cloud Services Trends
Cybersecurity firm Wiz scraps $23B merger agreement with Google
Israeli cybersecurity startup Wiz ended acquisition talks with Google-parent Alphabet for a $23 billion deal, choosing to focus on an initial public offering.
Asia-Pacific Cloud Services
Stellantis is ready to compete in Europe’s EV market
Stellantis is ready to compete with Chinese EV manufacturers in Europe, unveiling a new production line in Serbia.
Global Cloud Services Trends
Boeing-owned Wisk aims for pilotless air-taxi launch by 2030s
Wisk Aero, owned by Boeing, plans to introduce a fully autonomous air-taxi service “later in the decade” and is currently seeking regulatory approval.
Global Cloud Services Trends
Reddit strikes deals with sports leagues to boost ad revenue
Reddit partners with major sports leagues to boost ad revenue, reporting a 48% Q1 revenue increase and expects an adjusted profit in Q2.
Global Cloud Services Trends
CrowdStrike shares plummet 13% after global cyber outage
CrowdStrike shares dropped 13% after a software update caused a global cyber outage. Analysts downgraded the stock, affecting its financial outlook.
Global Cloud Services Trends
Google moves away from plan to drop ad cookies for Chrome users
OUR TAKE Google has taken a new direction in managing user privacy on its Chrome browser. Instead of eliminating third-party cookies, which are central to digital marketing, Google is introducing a choice-based system that allows users to control their privacy settings.This pivot…
Global Cloud Services Trends
Bitcoin ETF inflows top $3B in four-week period
OUR TAKEBitcoin ETFs saw a notable surge in inflows last week, attracting $1.27 billion as the price of the cryptocurrency hit its highest level in over a month. This inflow marks the fourth consecutive week of positive investment, with more than $3.1 billion accumulated over…
Europe and Middle East Cloud Services Trends
SAP cloud revenue rises 25% as AI demand boosts growth
OUR TAKESAP SE, a leading software company based in Germany, reported a significant 25% increase in cloud revenue for the second quarter, reaching $4.52 billion. This growth is in line with the booming demand for artificial intelligence(AI) applications and shows SAP’s successful…
Europe and Middle East Cloud Services Trends
TikTok targets Spain, Ireland to revive European e-commerce push
OUR TAKETikTok is set to restart its e-commerce strategy in Europe with the launch of its in-app shopping feature TikTok Shop, in Spain and Ireland in October. The decision reflects a scaled-down approach, but preparations are underway to expand the platform to other European…
Global Cloud Services Trends
Hedge funds cut equity risk amid big tech rout
OUR TAKEHedge funds have sold off their equity holdings at a rapid pace, the fastest since the meme stock phenomenon in January 2021. This sharp reduction in hedge fund equity positions, as reported by Goldman Sachs, is largely in response to significant losses in major…
Global Cloud Services Trends
Logitech co-founder gets court win to name his nominee for chair
OUR TAKELogitech co-founder Daniel Borel has won a court order to put his nominee, Guy Gecht, on the agenda for Logitech’s upcoming shareholder meeting. This court ruling is a major development for Logitech, as it highlights significant tensions within the board and raises…
Global Cloud Services Trends
Wiz rejects Alphabet’s $23B offer, seeks IPO instead
OUR TAKECybersecurity firm Wiz recently made headlines when it rejected a hefty $23 billion takeover offer from tech giant Alphabet and instead chose to pursue an initial public offering (IPO). Wiz CEO Assaf Rappaport announced the decision in a memo to employees. The move not…
Asia-Pacific Cloud Services Trends
China drops sanctions on US communications firm in rare reversal
OUR TAKEChina has announced the lifting of sanctions on Viasat Corporation, a US communications company. China’s decision marks a clear shift in its approach to international diplomacy and economic strategy, particularly in the high-stakes area of global telecommunications. By…
Global Institutional Trends
Byju’s founder confronts insolvency amidst plummeting valuation
Byju Raveendran, the founder of the Indian education technology firm Byju’s, faces a court-ordered insolvency process for his ed-tech giant. Byju’s has experienced a dramatic drop in valuation from $22 billion to under $2 billion, leading to insolvency proceedings that risk…
Global Cloud Services Trends
Meta faces EU scrutiny over ‘pay or consent’ model
The EU has warned Meta that its “pay or consent” model could be in violation of consumer protection laws, demanding changes by September 1. The EU’s Consumer Protection Cooperation has highlighted concerns over Meta’s “free” service description for its platforms, which lacks…