Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Companies
SpaceX sets April 21 analyst day amid IPO speculation
SpaceX sets April 21 analyst day, opening dialogue with investors as Starlink scales and IPO expectations begin to build.
Events
SpaceX files for IPO with Mars investment opportunity
Elon Musk’s SpaceX moves toward IPO, opening access to satellite networks and deep-space plans, including lunar and Mars missions.
Companies
Oracle plans 30,000 job cuts to accelerate AI infrastructure
Oracle plans to cut up to 30,000 jobs to fund AI and data centre expansion, signalling a major shift towards compute-driven cloud growth.
Cloud Service
Huawei boosts R&D spending to strengthen tech self-reliance
With over CNY1.3tn invested in R&D over a decade, Huawei deepens innovation strategy to sustain competitiveness in global tech markets.
Events
Ubisoft lawsuit puts game ownership rights under scrutiny
A French consumer group sued Ubisoft over shutting down The Crew, raising concerns about digital ownership in online-only games.
Companies
AT&T signs $2bn deal to strengthen FirstNet emergency network
AT&T invests in FirstNet resilience with a $2bn deal, upgrading emergency telecom systems for over 31,000 agencies across the US.
Governance
Managing IPv4 portfolios: A strategic framework for ISPs and investors
Discover how to track key metrics for IPv4 portfolio performance, from address utilisation to market trends.
Companies
Australia taps Anthropic for AI safety, economic data push
Australia signs AI MoU with Anthropic, combining safety research and economic data to shape regulation. A model for global AI governance.
Cloud Service
CityFibre launches 8.5Gbps to lift UK broadband standard
CityFibre launches 8.5Gbps broadband, raising UK speed standards and intensifying ISP competition in multi-gig fibre networks.
Companies
Nvidia invests $2bn in Marvell to power AI chips
Nvidia invests $2bn in Marvell to expand AI chip and networking collaboration amid rising infrastructure demand.
Governance
Apple at 50: From garage startup to global tech titan
From Apple II to iPhone, Apple’s 50-year journey highlights innovation, global scale and shifting tech industry dynamics.
Companies
Nokia wins Virgin Media O2 5G RAN deal for UK network
Nokia signs 5G RAN deal with Virgin Media O2 to accelerate UK network transformation and strengthen market position.
Companies
North Korea-linked hack hits core internet software supply chain
A North Korea-linked hack targets core software components, raising urgent concerns over global supply chain security.
Companies
$10bn AI Factory in Finland Accelerates European Compute Race
Nebius’s $10bn AI Factory in Finland heats up Europe’s AI infrastructure race, accelerating data centre and AI ecosystem growth.
Companies
Vodafone Idea taps 1.6Tbps optics for 5G surge
Vodafone Idea deploys 1.6Tbps optical technology to boost capacity, signalling a shift to ultra-high-capacity telecom networks in India.
Companies
Taiwan probes Chinese firms over alleged tech talent poaching
Taiwan probes Chinese firms over alleged illegal recruitment of semiconductor talent amid rising tech competition.
Companies
Microsoft pushes AI co-working tools with early Copilot rollout
Microsoft expands Copilot into collaborative AI agents, but doubts remain over cost, control, and real enterprise productivity gains.
Companies
Mistral secures $830m debt to build Paris data centre
Mistral AI raises $830m to build a Paris data centre, boosting Europe’s AI infrastructure ambitions.
Governance
Match Group settles FTC claims over OkCupid data sharing
Match Group settles FTC claims over OkCupid data sharing, raising concerns about privacy compliance and handling of sensitive user data.
Asia-Pacific
South Korea’s Rebellions raises $400m to scale AI chip ambitions
Rebellions raises $400m to scale AI chips but faces strong competition, supply limits and uncertain enterprise adoption.