Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.

Leaders
Telehouse Europe appoints Pestridge managing director
Telehouse Europe appoints Mark Pestridge as managing director amid leadership reshuffle and Docklands expansion.

Cloud Service
Meta Locks Space Solar for AI Power
Meta secures space solar and long-duration storage deals to power future AI data centre expansion.

Companies
Amazon, Veolia deploy reclaimed water to cool Mississippi data centre
Amazon and Veolia deploy reclaimed water systems for data centre cooling in Mississippi.

Companies
Verizon raises outlook after Q1 rebound
Verizon raised full-year guidance after Q1 revenue growth, higher EPS and its first positive postpaid phone adds in 13 years.

Companies
NTT targets 1GW data centre capacity by 2033
NTT plans to triple data centre capacity to 1GW by 2033 under its AI-native network strategy in Japan.

Companies
NUWAVE integrates Tollring analytics into iPILOT UC platform
NUWAVE integrates Tollring Analytics 365 into UC platforms to enhance visibility across Microsoft Teams, Webex and Zoom environments.

Governance
BT launches UK sovereign cloud and AI bundle
BT launched the UK’s first sovereign portfolio combining cloud, AI, connectivity and voice for regulated sectors.

Companies
DeepSeek launches V4 model with Huawei chips
DeepSeek launches V4 preview model using Huawei chips, shifting from Nvidia reliance in training architecture.

Companies
Applied Digital locks $7.5bn 15-year hyperscaler lease deal
Applied Digital has signed a $7.5bn, 15-year hyperscaler lease for 300MW at its Delta Forge 1 data centre in the US.

Companies
Bain Capital sells Bridge Data stake at $5bn valuation
Bain Capital has initiated a sale process for a significant minority stake in Bridge Data Centres, valuing the Asian data centre operator at around $5 billion.

Governance
Tokyo Electron cuts China-linked executive ties
Tokyo Electron cuts ties with China-linked executive over investment links to rival chip tool startups.

People
Vantage Strengthens Leadership for AI Expansion
Vantage Data Centres appoints new HR and EMEA leaders to strengthen hyperscale data centre expansion driven by AI demand.

Companies
Nokia AI and cloud orders top €1bn as hyperscaler demand surges
Nokia’s AI and cloud business is accelerating sharply, with hyperscaler-driven demand pushing fibre-based data centre infrastructure into a new growth phase.

Companies
CMA reviews nexfibre's £2bn bid for Substantial Group
UK regulators open early scrutiny of a £2bn fibre deal that could reshape broadband competition and test consolidation limits across the altnet market.

People
Huawei commits $10bn over five years to smart-driving compute
Huawei is scaling up investment in computing infrastructure for autonomous driving, reinforcing its position in China’s fast-converging AI and automotive tec…

Companies
Cisco unveils universal quantum switch prototype for networked quantum systems
Cisco has introduced a Universal Quantum Switch designed to route and translate quantum information across different quantum computing architectures over sta…

Companies
SAP cloud revenue rises 19% as subscriptions turn profitable
SAP reported stronger-than-expected first-quarter profit growth, driven by rising cloud demand and improving revenue visibility from long-term enterprise con…

Companies
How IPv4 scarcity drives strategic partnerships
IPv4 scarcity is reshaping ISP strategy, driving partnerships and turning IP addresses into high-value digital assets

Events
Ericsson and Freshwave launch shared indoor 5G platform in the UK
Ericsson and Freshwave unveil a shared indoor 5G model in the UK, promising seamless multi-operator coverage and lower deployment costs.

People
AI demand reaches analog chips as Texas Instruments raises forecast
Texas Instruments delivers stronger-than-expected guidance, as a 90% surge in data centre demand signals AI infrastructure is reshaping broader semiconductor…
