Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Cloud Service
Telcos boost core spending amid 5G SA shift
Telcos boost core network spending as 5G standalone adoption accelerates, reshaping investment priorities worldwide.
National Telecom
Vodafone launches Luxembourg logistics hub for Europe
Vodafone opens a Luxembourg logistics hub to speed up network equipment delivery and support 5G and fiber rollout across Europe.
Governance
Vodafone builds European hub to centralize network operations
Vodafone is building a European hub to centralise network operations and improve efficiency across its regional telecom infrastructure.
Market
Nvidia expands AWS partnership with million-GPU AI supply deal
Nvidia will supply up to one million GPUs to AWS by 2027, highlighting surging demand for AI cloud infrastructure and computing power.
Cloud Service
Google expands US data centres for AI demand
The company’s investment highlights growing need for high-capacity data centres driven by artificial intelligence.
Cloud Service
Enterprises face long timelines to replace Claude AI systems
Replacing AI systems like Claude could take up to 18 months, highlighting rising vendor lock-in risks in enterprise AI adoption.
People
Cirion reshuffles leadership to sharpen regional strategy
Cirion reshuffles leadership to strengthen connectivity and data center strategy as Latin America’s digital infrastructure demand grows.
Cloud Service
Nvidia: AI to transform telecom networks and 6G
Nvidia says AI will transform telecom networks, enabling automated RAN and shaping the development of future 6G systems.
Market
Zoi expands Middle East footprint through Zong partnership
Zoi partners with Zong to expand digital services in the Middle East, targeting enterprise cloud and transformation demand.
Market
OpenAI eyes Astral acquisition to rival Anthropic
OpenAI explores Astral acquisition, signalling a shift towards developer tools in the intensifying AI competition.
Cloud Service
OpenAI plans desktop super app to unify AI tools
OpenAI plans a desktop super app to unify AI tools, aiming to simplify user experience and compete for control of AI interfaces.
Cloud Service
Nvidia to supply up to one million AI chips to Amazon in cloud deal
Nvidia will supply up to one million AI chips to Amazon by 2027, highlighting soaring demand for cloud and AI infrastructure.
Institutional
German chipmaker Elmos weighs potential sale
Elmos considers sale as chip sector consolidation accelerates and Europe tightens control over semiconductor assets.
Cloud Service
Google expands power deals to ease datacentre strain
Google expands utility deals to cut datacentre power use during peak demand, addressing rising AI-driven energy pressures.
Cloud Service
Microsoft pushes Copilot as central AI interface for users
Microsoft positions Copilot as a central AI interface, aiming to reshape how users interact with software and digital workflows.
Governance
Geopolitical tensions place global fibre networks under strain
Fibre networks are becoming strategic assets as geopolitical tensions impact global connectivity and investment decisions.
Market
UK chancellor backs AI and quantum investment to drive growth
The UK chancellor has pledged support for AI and quantum technologies as part of a strategy to drive economic growth.
Cloud Service
Manta builds coastal hubs to boost Mexico connectivity
Manta is building new subsea cable landing hubs in Mexico to strengthen international connectivity and digital infrastructure.
Governance
Microsoft weighs legal challenge over Amazon-OpenAI cloud deal
Microsoft may sue OpenAI over Amazon cloud deal, threatening AI cloud market dynamics and Frontier platform exclusivity.
Europe and Middle East
US Urges Firms to Secure Microsoft Tool After Stryker Attack
CISA urges firms to secure Microsoft Intune after Stryker cyberattack, highlighting rising geopolitical cyber risks.