Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Leaders
Megaport embeds DDoS protection into connectivity layer
Megaport launched built-in DDoS protection within its network fabric for lower-latency enterprise resilience.
Governance
Telefónica launches sovereign data sharing platform
Telefónica launches a federated sovereign data platform enabling secure cross-sector data sharing without centralised storage.
Events
Launch of BTW Leadership Alliance in London
Leadership coordination layer launched for telecom and internet decision communities.
Governance
New AFRINIC board elected, ending legal disputes
Recovery case confirms governance continuity depends on transparent board transitions.
People
Bjarni Thorvardarson, CEO of Borealis Data Center
Executive perspective on scale, reliability, and capital discipline in data-center operations.
Cloud Service
OpenAI commits $20bn to Cerebras chip deal in AI compute push
OpenAI agrees to spend over $20bn on Cerebras chips to secure AI compute capacity and deepen infrastructure ties.
Cloud Service
Antevia and Ontix share indoor 5G network using MOCN
Antevia and Ontix deploy MOCN-based shared indoor 5G network combining operator and private services.
Companies
Optus and Ericsson hit 3.4Gbps on live 5G standalone network
Optus and Ericsson achieved 3.4Gbps on a live 5G SA network using advanced carrier aggregation techniques.
Companies
Vodafone partners AWS for sovereign cloud services in Germany
Vodafone signed a multi-year partnership with AWS to deliver sovereign cloud services in Germany, with all data stored and managed within the EU.
Governance
BT wins telecom infrastructure role for Euro 2028
BT secures Euro 2028 telecom contract to deliver stadium and base camp connectivity across UK and Ireland.
Companies
EXFO launches 24-fibre testers for AI data centre networks
EXFO expands automated fibre testing with 24-fibre tools and 800G upgradeable systems for AI-driven networks.
Leaders
Samsung crosses $1tn valuation with AI chip rally
Samsung Electronics surpasses $1tn market cap as US AI chip stock surge lifts shares and drives strong outperformance in Seoul trading on Wednesd.
People
T-Mobile satellite usage trails forecast in strong Q1
T-Mobile reports strong Q1 while T-Satellite D2D usage remains below expectations across coverage gaps.
Companies
Industry body urges carriers to build AI corridor backbone
AI-driven traffic growth and hyperscaler backbones reshape telecom roles toward connectivity infrastructure.
Companies
BT links Schwarz Group's STACKIT cloud to global network
BT partners STACKIT to connect EU sovereign cloud via Global Fabric enabling cross-border private access model.
Companies
Astera samples Scorpio X PCIe 6.0 switch for AI rack interconnect
Astera Labs unveils Scorpio X PCIe 6.0 AI switch ASIC targeting rack-scale GPU interconnect and cross-vendor AI infrastructure.
Governance
IonQ lifts revenue guidance despite after-hours share price drop
IonQ raises full-year revenue forecast to $260–270m amid stronger demand, despite shares falling after earnings update.
Governance
HPE unifies Mist and Aruba under single autonomous networking layer
HPE adds autonomous AI networking to Mist and Aruba with real-time remediation and self-healing functions.
Companies
Eletronet expands Brazilian edge data centre network to 255 sites
Eletronet showcased AI-ready fibre and edge infrastructure at ITW 2026 with 1.6Tb/s optical capability.
Companies
Anthropic takes full SpaceX Memphis data centre capacity
Anthropic secured SpaceX compute capacity to expand Claude Code and enterprise AI services.