Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Leaders
Tesla to use Intel 14A process for Terafab AI chip production
Tesla plans to use Intel’s 14A manufacturing process for its Terafab programme, signalling early alignment between the automaker’s AI chip ambitions and Inte…
Governance
Coffee firms use AI and satellites to map supply-chain deforestation
Coffee firms launch satellite AI system to track deforestation risks and improve supply chain transparency globally.
Events
SpaceX warns AI space data centres may not be viable in IPO filing
SpaceX has cautioned in IPO filings that its proposed orbital AI data centres rely on unproven technologies and face significant technical and commercial risks.
Companies
EdgeCore secures $1.5bn to expand US data centre capacity
EdgeCore Digital Infrastructure raises major financing to scale hyperscale data centres, reflecting surging AI-driven demand for power and capacity.
Companies
Meta breaks ground on $1bn Tulsa data centre
Meta has begun construction on a $1bn-plus data centre in Oklahoma, expanding its US footprint as AI computing demand accelerates and energy pressures grow.
Cloud Service
Microsoft faces $2.8bn UK class action over cloud licensing
UK court allows class action alleging Microsoft cloud licensing inflates rival platform costs, raising concerns over cloud market competition.
Companies
Deutsche Telekom weighs full T-Mobile buyout as valuation gap widens
Deutsche Telekom considers full T-Mobile combination to address valuation imbalance and simplify structure as US unit drives growth and investor focus.
Companies
Forge Nano to list on Nasdaq via $1.6bn SPAC merger
US semiconductor materials firm Forge Nano plans a SPAC listing, seeking funds to scale production as AI-driven chip demand accelerates globally.
Events
BICS deepens Google Cloud partnership for enterprise voice
BICS says its expanded Google Cloud collaboration gives enterprises PSTN connectivity in more than 40 countries, cloud numbering and SIP Link support for Goo…
People
IPv4 Scarcity and the RIR Poverty Penalty
BTW analysis reveals how RIR conservation policies inadvertently cement historical advantages, creating a two-tier system for emerging operators.
Governance
Clarifai deletes OkCupid data after FTC probe
Clarifai has deleted millions of OkCupid images and AI models after US regulator scrutiny over data use.
Events
Amazon locks in $100bn Anthropic cloud deal with $25bn investment
Amazon deepens its grip on AI infrastructure by investing up to $25bn in Anthropic alongside a decade-long $100bn AWS cloud commitment.
Companies
Verizon brings private 5G to remote reality TV production
Verizon has deployed a temporary private 5G network in remote terrain to support a reality TV production, enabling high-capacity live video, secure connectiv…
Companies
Cisco unveils sovereign infrastructure portfolio for EMEA
Cisco launches sovereign critical infrastructure portfolio across EMEA, giving governments and regulated industries greater control over secure digital systems.
Events
AirTrunk expands into India with Lumina CloudInfra acquisition
AirTrunk has entered India’s fast-growing data centre market through the acquisition of Lumina CloudInfra, strengthening its Asia-Pacific expansion strategy.
Events
Launch setback raises pressure on AST SpaceMobile's D2D rollout
AST SpaceMobile's BlueBird 7 loss is not just a launch mishap; it is a timing signal for a direct-to-device network whose value depends on satellite count, r…
Companies
UK AI boom risks fibre bottleneck, warns Neos Networks CEO
Neos Networks chief Lee Myall says Britain’s AI ambitions depend more on fibre connectivity than on compute capacity.
Governance
AI data centre power use to triple by 2030, IEA warns
IEA says surging AI demand is straining grids, while accelerating investment in nuclear and renewable energy solutions.
Companies
Ericsson profit dips on North America slowdown and chip costs
Ericsson reports a modest earnings miss as weaker North American demand and rising AI-driven semiconductor costs squeeze margins.
Companies
NextDC raises A$1.5bn for Sydney data centre expansion
NextDC will raise A$1.5bn to fund its Sydney S4 data centre, as surging demand from AI and cloud computing pushes Australia’s digital infrastructure sector i…