Time Horizon

Quarter 30 120d

Articles assigned to this time horizon label.

Demand-for-high-performance-GPUs-continues-to-rise-as-companies-expand-AI-computing-infrastructure

Global

Musk signals continued large-scale Nvidia chip orders

Musk says Tesla, xAI, and SpaceX will keep ordering Nvidia chips at scale, highlighting strong demand for AI computing hardware.

May 26, 2026
iPhone-Spyware-Threatens-Millions-of-Devices-Worldwide

Asia-Pacific

iPhone Spyware Threatens Millions of Devices Worldwide

Darksword malware targets iPhones, exploiting outdated software and threatening millions with data theft globally.

May 26, 2026
High-bandwidth-memory-is-becoming-a-critical-component-in-AI-computing-systems

Leaders

Samsung and AMD deepen AI chip ties with new agreement

Samsung and AMD sign an AI memory deal and explore foundry ties, highlighting rising demand for advanced chips in AI computing.

May 26, 2026
Nvidia-eyes-$1-trillion-AI-chip-opportunity

Cloud Service

Nvidia eyes $1 trillion AI chip opportunity

Nvidia forecasts $1 trillion AI chip opportunity by 2027, highlighting rapid growth in artificial intelligence infrastructure demand.

May 26, 2026
nscale-to-build-ai-factory-in-west-virginia

Cloud Service

Nscale to build AI factory in west virginia

A new AI-focused data centre project highlights growing demand for high-performance computing infrastructure in the US.

May 26, 2026
Concerns-are-growing-over-how-advanced-AI-systems-could-be-used-in-military-or-harmful-applications

Governance

Anthropic warns of AI misuse risks linked to weapons development

Anthropic warns AI could be misused in weapons development, raising concerns over safeguards, governance, and military applications.

May 26, 2026
Rising-demand-for-AI-workloads-is-driving-new-investment-in-cloud-infrastructure-and-data-centers

Cloud Service

Amazon bets on AI to double AWS revenue outlook

Amazon says AI could drive AWS revenue to $600bn by 2036, highlighting surging demand for cloud computing and AI infrastructure.

May 26, 2026
Nvidia-H200-AI-Chips-Cleared-for-Sale-in-China

Governance

NVIDIA H200 AI chips cleared for sale in China

Nvidia receives Chinese approval to sell H200 AI chips, restarting production and enabling widespread adoption in domestic markets.

May 26, 2026
Samsung-bets-on-AI-to-power-earnings-growth

Cloud Service

Samsung bets on AI to power earnings growth

Samsung sees AI chip demand boosting earnings, highlighting a major shift in semiconductor industry growth drivers.

May 26, 2026
schneider-electric-and-nvidia-partner-to-scale-ai-factories

Cloud Service

Schneider Electric and NVIDIA partner to scale AI factories

Schneider Electric and Nvidia partner to scale AI factories, linking energy systems with high-performance computing infrastructure.

May 26, 2026
Semiconductor-manufacturers-are-expanding-partnerships-to-meet-growing-demand-for-advanced-chips

Market

AMD chief visits Samsung to deepen partnership

AMD CEO visits Samsung chip plant to discuss expanding ties, highlighting competition and cooperation in advanced semiconductor manufacturing.

May 26, 2026
Dell is cutting jobs as it restructures for an AI-driven future, reflecting wider changes across the technology industry.

Cloud Service

Dell cuts jobs as AI transition reshapes tech industry

Dell is cutting jobs as it restructures for an AI-driven future, reflecting wider changes across the technology industry.

May 26, 2026
nvidia-sees-1tn-ai-chip-market

Leaders

NVIDIA sees $1TN AI chip market

The semiconductor giant sees massive growth in AI chips as industries deploy real-time artificial intelligence systems.

May 26, 2026
Telia-Partners-with-Brookfield-for-AI-Sovereignty

Governance

Telia partners with brookfield for AI sovereignty

Telia signs a deal with Brookfield to enhance AI sovereignty, reinforcing its position in AI-driven telecom innovation.

May 26, 2026
Optical-fiber-networks-are-becoming-increasingly-important-for-moving-large-volumes-of-AI-data-between-computing-facilities

Cloud Service

Nokia unveils optical networking tools aimed at AI workloads

Nokia launches optical networking solutions designed for AI-era networks, aiming to support high-capacity data center and cloud traffic.

May 26, 2026
the-gatekeepers-bargain-the-deepening-liability-crisis-at-afrinic

Governance

The gatekeeper’s bargain: the deepening liability crisis at AFRINIC

AFRINIC’s $100 liability cap highlights deep structural risks in internet governance as legal battles and resource scarcity intensify.

May 26, 2026
SKT-Chief-Encourages-AI-Agent-Development-Among-Staff

Leaders

SKT chief encourages AI agent development among staff

SKT’s CEO urges employees to create their own AI agents, driving internal innovation as part of its digital transformation.

May 26, 2026
telcables-brasil-expands-network-connectivity

Cloud Service

TelCables brasil expands network connectivity

TelCables Brasil plans to expand its fibre connectivity network as Brazil’s demand for digital infrastructure continues to grow.

May 26, 2026
Internet-outage-hits-Congo-during-election-period

Governance

Internet outage hits congo during election period

Congo internet outage during elections raises concerns over transparency, telecom compliance and digital rights.

May 26, 2026
The-race-for-AI-computing-capacity-is-driving-new-investments-in-data-centers-and-specialised-cloud-infrastructure

Cloud Service

Meta signs major AI infrastructure deal with Nebius

Meta signs a multibillion-dollar AI infrastructure deal with Nebius as tech firms compete for computing power and data center capacity.

May 26, 2026