Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Companies
Hut 8 Signs $9.8bn Texas AI Data Centre Lease
Hut 8 signs a $9.8bn AI data centre lease in Texas, expanding long-term contracted computing capacity significantly.
Governance
Anthropic commits $200bn to Google Cloud in five-year deal
Anthropic commits $200bn to Google Cloud over five years, reshaping AI cloud backlog concentration.
Companies
DigiCo sells Chicago data centre for $750m
DigiCo sells Chicago data centre for $750m, cutting debt and boosting liquidity.
Governance
Flex to Spin Off AI Data Centre Unit by 2027
Flex will spin off its AI data centre unit into a listed company by early 2027.
Governance
AtlasEdge sells nine European data centres to Templus
AtlasEdge sells nine European data centres to Templus and reinvests capital into Lisbon, Vienna and Germany hubs.
People
nLighten appoints CEO and CFO for European edge growth
nLighten appoints Dawn Childs and Matthew Harris to lead European edge data centre expansion amid rising AI demand.
Events
Lattice to acquire AMI for $1.65bn
Lattice Semiconductor will acquire AMI for $1.65bn to expand firmware and system-level capabilities across cloud and AI infrastructure.
Companies
Meta secures $13bn El Paso data centre financing
Morgan Stanley and JPMorgan structure $13bn funding for Meta’s 1GW AI facility in Texas.
Companies
O2 Business launches after Virgin Media O2 and Daisy merge
O2 rebrands enterprise arm as O2 Business after Virgin Media O2 and Daisy merger, targeting UK IT complexity issues.
Governance
AI agent adoption outpaces enterprise governance
Okta reports AI agent adoption far outpacing governance, exposing identity control gaps across enterprises.
Governance
OneAdvanced Wraps AI Execution in ISO Governance
OneAdvanced launches IQ embedding ISO42001 governance into AI workflows to unify enterprise systems and data control.
Companies
Angola Cables closes South Atlantic cable ring
Angola Cables builds a South Atlantic cable ring, linking Africa and Brazil while reducing latency and diversifying global traffic routes.
Governance
ZincFive targets AI data centre power surges under EU rules
ZincFive positions NiZn battery UPS tech for AI workloads as EU policy drives sustainable data centre design choices.
Companies
Foxconn launches PEARL satellites via Falcon 9
Foxconn launches PEARL-1A and PEARL-1B LEO satellites via SpaceX Falcon 9 for payload testing in communication and space science.
Companies
Indosat posts record IDR 15.2 trillion revenue, credits AI strategy
Indosat reports record revenue driven by AI personalisation and expands its AI, cloud and fibre infrastructure stack.
Companies
Harmonic to showcase AI fibre tools at Fiber Connect 2026
Harmonic will showcase AI fibre tools, remote OLTs and integration platform at Fiber Connect 2026.
Companies
AVK launches PowerPod modular data centre system
AVK launches PowerPod modular system integrating full power train for hyperscale and AI data centres, now available in UK and EU.
People
AllPoints Fibre appoints Walker as CEO after Kelly's exit
AllPoints Fibre names Mark Walker CEO as Ronan Kelly exits, adding new CTO to drive Aquila platform commercial rollout.
Companies
AI drives Q1 cloud spend to $128.6bn, up 35%
AI demand pushed Q1 cloud spend to $128.6bn with 35% growth, led by AWS, Microsoft and Google Cloud dominance.
Companies
O2 Satellite D2D usage in UK remains highly intermittent
Ookla data shows UK O2 Satellite D2D usage remains low, with brief connections mainly in rural coverage gaps.