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

Companies
US moves to expand curbs on Chinese tech gear
Proposed US restrictions on Chinese equipment could reshape telecom and data infrastructure markets worldwide.

Companies
Lessons from ISPs that missed the IPv4 boom
IPv4 addresses have evolved from technical identifiers into scarce digital assets. What does this mean for networks that missed the early IPv4 boom?

Companies
Leaseweb expands European cloud campus with new platform tools
Leaseweb upgrades its cloud platform and capacity to support localised, compliant enterprise infrastructure.

Cloud Service
Sparkle delivers global IP Transit to power EdgeNext network
Sparkle partners EdgeNext to deliver global IP Transit, boosting edge performance and low-latency delivery.

Companies
Amazon’s $9bn Globalstar bid targets Starlink, Apple a key factor
Amazon’s $9bn Globalstar bid could speed up its satellite push against Starlink, with Apple adding complexity.

Governance
Stampede launches SNAPguard for hospitality guest Wi-Fi security
Stampede launches SnapGuard to secure hospitality guest Wi-Fi, addressing rising cyber risks in public networks used by hotels and venues.

Companies
UK altnets face pressure as fibre market matures
Britain’s fibre market matures as overbuild, flat broadband growth and funding constraints push alternative operators towards consolidation.

Companies
Global video revenues to surpass $1tn by 2030
Streaming, advertising and short-form video will push global video revenues beyond $1tn by 2030, marking a major industry shift.

Companies
Vodafone warns low digital confidence in seniors stalls growth
Vodafone says seniors’ digital confidence gap is constraining economic participation, urging education and collaboration to boost inclusion.

Events
OpenAI acquires tech talk show TBPN in unexpected media push
OpenAI acquires TBPN, marking a move into media to expand its role in shaping AI discussions and engaging technology audiences directly.

Companies
Amazon eyes $9bn Globalstar deal to challenge Starlink
Amazon is in talks to acquire Globalstar for $9bn, aiming to accelerate its satellite strategy and challenge Starlink in LEO networks.

Governance
Broadcom hires Alphabet executive for AI strategy
Broadcom names Alphabet’s Amie Thuener CFO, sharpening financial leadership for AI growth and acquisition integration.

Companies
Double Extraction: The Hidden Cost of RIR Governance
AFRINIC’s US$100 liability cap reflects a structural flaw across all five RIRs. RIR users face double extraction: suppressed asset value plus full exposure t…

Governance
Vertiv unveils CoolPhase Wall for edge cooling
Vertiv launches compact wall-mounted cooling for edge sites in EMEA, enabling efficient, space-saving thermal management.

Companies
How Lito Ibarra Connected El Salvador and Shaped Global Governance
Lito Ibarra’s story reveals how the internet was built from scratch and why its governance now struggles at global scale

Companies
China chipmakers take 41% domestic AI accelerator market
China’s AI accelerator server market is shifting as local vendors gain 41% share, accelerating self-reliant computing infrastructure.

Companies
WhatsApp warns of spyware spread via fake app
WhatsApp warns users after a fake app spread spyware, showing how social engineering bypasses messaging platform security.

Companies
Hasbro cyber probe flags rising risks for brands
Hasbro probes a cybersecurity incident after detecting unauthorised activity, highlighting rising cyber risks for global consumer brands.

Companies
SpaceX orbital data centres face harsh reality check
SpaceX orbital data centres may face cost and maintenance hurdles similar to Microsoft’s failed subsea project.

Events
Intel deepens SambaNova AI investment plan
Chipmaker Intel deepens ties with SambaNova through new funding, highlighting its push into AI infrastructure and alternative compute models
