Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
People
Qualcomm rises on smartphone rebound hopes with data-centre chip push
Qualcomm shares rise 15% as CEO signals smartphone rebound and confirms data centre chip push despite weak outlook.
Companies
US halts chip equipment shipments to Hua Hong fabs
US orders chip equipment suppliers to halt shipments to Hua Hong fabs, tightening export controls on China’s upgrade-capable semiconductor sites.
Events
LG and Nvidia explore robotics and AI infrastructure partnership
LG Electronics and Nvidia are in talks on robotics, AI infrastructure and mobility, expanding physical AI collaboration.
Events
I Squared Capital acquires Brazilian Elea data centers
I Squared Capital acquires Elea Data Centers in Brazil, expanding its Latin American digital infrastructure and AI-ready capacity.
Companies
Vodafone and NPL achieve 40-nanosecond timing advance
Vodafone partners NPL on 40ns fibre timing to reduce GNSS reliance and support 5G-Advanced network precision.
People
OpenAI explores AI smartphone with Qualcomm and MediaTek
Kuo report says OpenAI is designing AI-native smartphone with Luxshare, targeting 2028 production and chip collaboration.
Events
Vertiv acquires Strategic Thermal Labs to strengthen liquid cooling
Vertiv acquires Strategic Thermal Labs to strengthen cold-plate and liquid cooling capabilities for AI data centres.
Governance
EU expands DMA scope to cloud and AI services
EU expands Digital Markets Act to cloud and AI, targeting Big Tech competition in infrastructure and AI services.
Companies
Seagate forecasts Q4 revenue of $3.45bn amid AI demand
Seagate issued upbeat Q4 guidance after strong results, citing AI-driven demand for enterprise storage systems.
Companies
SAS Launches Quantum Lab on Viya Q4
SAS launches Quantum Lab for Viya customers as survey data shows real-world use cases now top quantum AI adoption barriers.
Companies
Pantheon Atlas unveils €50bn Croatian AI data centre campus
Pantheon Atlas unveils a €50bn AI data centre campus in Croatia with 1GW capacity, targeting hyperscale AI deployment from 2027.
Governance
Data sovereignty’s practical reality: Why law matters more than localisation
Lu Heng argues data sovereignty cannot be achieved by technical localisation alone; legal frameworks and interoperability are essential.
People
IPv4 Scarcity and its economic impact on ISPs
How IPv4 address exhaustion is reshaping ISP business models and network investment amid slow IPv6 adoption and premium address pricing.
Governance
How much do Regional Internet Registries Really (RIR) Cost and Who Pays?
An examination of Regional Internet Registries’ cost structures and the debate over compulsory fees versus core technical functions.
Governance
Calls grow for overhaul of internet governance amid centralisation concerns
As global internet governance comes under scrutiny, experts highlight risks of centralised control and advocate structural change.
Governance
IPv4 as an Investment Asset: Upper Potential
Examining whether scarce IPv4 addresses can be treated as investment assets amid rising market demand and structural barriers.
Events
IPv4 investment strategies for forward-thinking ISPs
Discover how forward-thinking ISPs use IPv4 investment strategies to manage scarce address resources and support network growth.
People
IPv4 Scarcity and its impact on Network Expansion
IPv4 scarcity now shapes how ISPs expand networks, acquire address space and plan infrastructure growth in a limited address market.
Governance
How to price your IPv4 addresses for maximum ROI
Explore practical strategies ISPs use to price IPv4 resources and increase revenue from scarce internet infrastructure assets.
Governance
Why ISPs Should treat IP addresses like Real Estate
IPv4 exhaustion has turned addresses into tradable assets, forcing ISPs to rethink them as strategic infrastructure real estate.