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

Companies
Grab taps AI to offset rising fuel costs
Grab introduces AI features like group rides to improve efficiency and reduce costs amid economic pressure.

Governance
Why global coordination among RIRs remains structurally limited
Explore why RIRs cannot fully control IP allocation as policy gaps, legacy resources and market dynamics reshape global coordination.

Companies
Apple delays foldable iPhone amid AI and chip constraints
Apple delays foldable iPhone as AI progress slows and chip supply constraints impact premium hardware plans.

Companies
Samsung Q1 profit jumps eightfold to 57.2tn won
Samsung Q1 profit jumps to 57.2tn won as AI memory demand drives strong semiconductor recovery.

Companies
Sigenergy seeks $562m Hong Kong IPO
Sigenergy targets a $562m Hong Kong IPO to expand energy storage amid rising AI-driven power demand.

People
Intel joins Musk’s TeraFab AI chip project
TeraFab targets terawatt-scale AI chips as Intel backs Musk’s robotics and infrastructure ambitions.

Companies
Pimco weighs US$14bn debt deal for Oracle data centre expansion
Oracle’s data centre growth may be backed by a US$14bn Pimco financing, signalling private credit’s rising role.

Companies
Uber taps Amazon’s custom AI chips for ML workloads
Uber adopts Amazon’s custom AI chips to cut costs and scale machine learning workloads across its platform.

Companies
RIR Policy Risk: The Hidden Threat to Your IP Assets
When Nortel Networks filed for bankruptcy in 2009, its most valuable digital asset was 666,624 IPv4 addresses.

Companies
Sparkle provides Tier-1 IP Transit for EdgeNext Europe expansion
Sparkle supports EdgeNext with Tier-1 IP Transit for scalable European infrastructure.

Leaders
Broadcom appoints Alphabet executive Amie Thuener as CFO
Broadcom appoints Alphabet’s Amie Thuener as CFO from June 2026, following its VMware deal and growing AI demand.

Companies
Broadcom and Google strike long-term deal on custom AI chips
Google deepens chip self-reliance with Broadcom partnership to scale AI infrastructure and reduce supplier dependence.

Events
SpaceX delays Starship test launch by one month
Starship test postponed as SpaceX navigates engineering complexity and approvals, showing delays remain common in aerospace innovation.

Companies
Investors push Big Tech to disclose data centre resource use
Big Tech faces scrutiny over data centre resource use as AI growth drives environmental and regulatory risks.

Companies
Amazon targets $9bn Globalstar deal as satellite rivalry intensifies
A potential Amazon-Globalstar deal underscores growing LEO competition, with tech giants competing to redefine global connectivity models.

Cloud Service
Sparkle powers EdgeNext expansion with global IP transit deal
Sparkle partners with EdgeNext to deliver IP Transit services, boosting global network reach and low-latency performance.

Governance
Russia VPN curbs trigger payment system outage
Russia’s VPN crackdown triggered a payment outage, exposing risks to digital platforms and financial systems

Companies
DeepSeek V4 runs on Huawei chips
DeepSeek’s V4 AI model will run on Huawei chips, highlighting China’s push to integrate domestic semiconductors and AI systems.

Governance
Musk ties SpaceX IPO talks to Grok AI adoption
Musk asks banks pursuing SpaceX IPO roles to adopt Grok, linking AI growth with capital strategy.

Companies
China’s Space Pioneer reports Tianlong-3 maiden flight fails
Tianlong-3 test failure highlights ongoing challenges in China’s push to develop reusable rocket technology and scale space access.
