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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.

CypressTel wins top honour at 2024 cloud-network conference

Companies

CypressTel wins top honour at 2024 cloud-network conference

CypressTel’s SD-WAN solution won the ‘SD-WAN Convergence Innovation Application Award,’ highlighting its excellence and industry leadership.

Jul 18, 2024
Google, Microsoft offer Nvidia AI chips to China

Asia-Pacific Cloud Services Trends

Google, Microsoft offer Nvidia AI chips to China

Google and Microsoft are sidestepping U.S. sanctions by offering Nvidia’s powerful AI chips to Chinese companies via overseas data centres.

Jul 18, 2024
US grants $400M to Taiwan’s GlobalWafers for silicon wafer production

Asia-Pacific Cloud Services

US grants $400M to Taiwan’s GlobalWafers for silicon wafer production

US grants $400M to GlobalWafers for 300-mm silicon wafers, creating 2,580 jobs with new facilities in Texas and Missouri.

Jul 18, 2024
Top tech news stories today: July 18, 2024

Global Cloud Services Trends

Top tech news stories today: July 18, 2024

Fintech 1. Russia weighs risk of embracing crypto for international payments Russia should accelerate the creation of infrastructure for payments in cryptocurrencies but carefully weigh the associated risks, its money laundering watchdog said on Wednesday, ahead of a…

Jul 18, 2024
OpenAI goes ‘Strawberry’, a new reasoning technology

Global Cloud Services Trends

OpenAI goes ‘Strawberry’, a new reasoning technology

OpenAI is projecting a groundbreaking plan called “Strawberry”, aiming to demonstrate advanced reasoning capabilities in its AI models,

Jul 18, 2024
17-07-ByteDance-vs-EU

Global Cloud Services Trends

ByteDance vs. EU: The gatekeeper battle lost in Court

The CJEU ruled on 17 July to reject ByteDance’s appeal against the EU’s decision to recognise it as a “gatekeeper”. The court said ByteDance met the DMA’s quantitative criteria of global market capitalisation, the number of users in the EU and the number of years since the…

Jul 18, 2024
UK watchdogs probe competitiveness of big tech’s digital wallets

Europe and Middle East Cloud Services Trends

UK watchdogs probe competitiveness of big tech’s digital wallets

OUR TAKEUK regulators are conducting an in-depth investigation into the competitiveness of digital wallets offered by major tech companies such as Apple, Google and PayPal. The inquiry focuses on analysing the fee structures and potential operational risks associated with these…

Jul 17, 2024
Tech giants accused of using unauthorised YouTube transcripts to train AI models

Global Cloud Services Trends

Tech giants accused of using unauthorised YouTube transcripts to train AI models

OUR TAKEThe development of AI technology is certainly promising, but its creation and advancement are built on databases. The lack of transparency in these databases is bound to cause controversy. The affected parties and the infringing companies often hold conflicting views…

Jul 17, 2024
Anthropic launches Claude on Android

Global Institutional Trends

Anthropic launches Claude on Android

OUR TAKEClaude’s entry into the Android market reshapes the AI app landscape dominated by ChatGPT. This move will expand the AI user base, enhancing the potential for widespread AI adoption and proficiency, ultimately fostering industry growth through education and training.…

Jul 17, 2024
Amazon Prime Day sales up 12% in first 7 hours

Global Cloud Services Trends

Amazon Prime Day sales up 12% in first 7 hours

OUR TAKEAmazon Prime Day 2024 started strong with a 12% increase in sales in the first seven hours compared to last year. The event, designed to attract new subscribers and ensure customer loyalty, presents a wide range of items from protein shakes to tech gadgets such as the…

Jul 17, 2024
Auto startup from ex Tesla CIO hits $4B after Dragoneer deal

Companies

Auto startup from ex Tesla CIO hits $4B after Dragoneer deal

OUR TAKETekion Corporation, an automotive technology startup founded by former Tesla CIO Jay Vijayan, has reached a valuation of more than $4 billion following a new $200 million investment from Dragoneer Investment Group. Founded in 2016, the California-based company provides…

Jul 17, 2024
US mulls tougher trade curbs in chip crackdown on China

Asia-Pacific Cloud Services Trends

US mulls tougher trade curbs in chip crackdown on China

OUR TAKEThe Biden administration is considering imposing tough new trade restrictions on foreign companies that supply semiconductor technology to China. The potential move, known as the Foreign Direct Product Rule (FDPR), is aimed at curbing the activities of companies such as…

Jul 17, 2024
ASML orders beat estimates as AI boom fuels chip giant

North America Cloud Services Trends

ASML orders beat estimates as AI boom fuels chip giant

OUR TAKEASML reported a significant 54% increase in second-quarter orders to $6.1 billion, driven by the boom in artificial intelligence and its impact on demand for advanced chip-making machines. This beat analyst expectations of $4.85 billion. Despite strict US export controls…

Jul 17, 2024
Russian cybersecurity firm Kaspersky Labs to close US operations

Companies

Russian cybersecurity firm Kaspersky Labs to close US operations

OUR TAKEKaspersky Labs, the Russian anti-virus software maker, has announced that it will begin phasing out its US operations on 20 July. The decision follows the Biden administration’s move last month to ban the sale of Kaspersky products in the United States, citing national…

Jul 17, 2024
ASML shines bright in Q2 with bookings rise on AI demand

Asia-Pacific Cloud Services Trends

ASML shines bright in Q2 with bookings rise on AI demand

ASML announced better-than-expected earnings for Q2 of 2024 today on strong sales to China and with an increase in new bookings. Fouquet said 2024 is embarked as a “transition year” where ASML aims to maintain steady performance in preparation for a robust 2025.

Jul 17, 2024
Former OpenAI, Tesla exec Andrej Karpathy launches AI education platform

Global Institutional Trends

Former OpenAI, Tesla exec Andrej Karpathy launches AI education platform

Former OpenAI, Tesla engineer Andrej Karpathy is developing an educational platform to create AI teaching assistants to improve learning.

Jul 17, 2024
Star Entertainment’s system issues cause gaming machine shutdown

Asia-Pacific Cloud Services

Star Entertainment’s system issues cause gaming machine shutdown

Star casinos shut down all electronic pokies due to a system disruption, risking losses and penalties under new Queensland regulations.

Jul 17, 2024
Elon Musk relocates X and SpaceX headquarters to Texas

Global Cloud Services Trends

Elon Musk relocates X and SpaceX headquarters to Texas

Elon Musk said he is moving the headquarters of X and SpaceX, from California to Texas, citing a newly gender identity law in California.

Jul 17, 2024
AT&T’s 109M customer accounts are breached

North America National Telecom Trends

AT&T’s 109M customer accounts are breached

AT&T says data from 109 million US consumer accounts were illegally downloaded in April, involving records of calls and texts from 2022.

Jul 17, 2024
Kaspersky Lab ceases its US operations following a ban

North America Cloud Services Trends

Kaspersky Lab ceases its US operations following a ban

Russian cybersecurity firm Kaspersky Lab will gradually cease its US operations due to a ban imposed by the US Department of Commerce.

Jul 17, 2024