Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
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.
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.
Asia-Pacific
iPhone Spyware Threatens Millions of Devices Worldwide
Darksword malware targets iPhones, exploiting outdated software and threatening millions with data theft globally.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Leaders
NVIDIA sees $1TN AI chip market
The semiconductor giant sees massive growth in AI chips as industries deploy real-time artificial intelligence systems.