Time Horizon
Quarter 30 120d
Articles assigned to this time horizon label.
Datacenter
Pimco weighs US$14bn debt deal for Oracle data centre expansion
Oracle’s data centre growth may be backed by a US$14bn Pimco financing, signalling private credit’s rising role.
Cloud Service
Uber taps Amazon’s custom AI chips for ML workloads
Uber adopts Amazon’s custom AI chips to cut costs and scale machine learning workloads across its platform.
Governance
RIR Policy Risk: The Hidden Threat to Your IP Assets
When Nortel Networks filed for bankruptcy in 2009, its most valuable digital asset was 666,624 IPv4 addresses.
Cloud Service
Sparkle provides Tier-1 IP Transit for EdgeNext Europe expansion
Sparkle supports EdgeNext with Tier-1 IP Transit for scalable European infrastructure.
Leaders
Broadcom appoints Alphabet executive Amie Thuener as CFO
Broadcom appoints Alphabet’s Amie Thuener as CFO from June 2026, following its VMware deal and growing AI demand.
Cloud Service
Broadcom and Google strike long-term deal on custom AI chips
Google deepens chip self-reliance with Broadcom partnership to scale AI infrastructure and reduce supplier dependence.
Market
SpaceX delays Starship test launch by one month
Starship test postponed as SpaceX navigates engineering complexity and approvals, showing delays remain common in aerospace innovation.
Governance
Investors push Big Tech to disclose data centre resource use
Big Tech faces scrutiny over data centre resource use as AI growth drives environmental and regulatory risks.
National Telecom
Amazon targets $9bn Globalstar deal as satellite rivalry intensifies
A potential Amazon-Globalstar deal underscores growing LEO competition, with tech giants competing to redefine global connectivity models.
Cloud Service
Sparkle powers EdgeNext expansion with global IP transit deal
Sparkle partners with EdgeNext to deliver IP Transit services, boosting global network reach and low-latency performance.
Governance
Russia VPN curbs trigger payment system outage
Russia’s VPN crackdown triggered a payment outage, exposing risks to digital platforms and financial systems
Asia-Pacific
DeepSeek V4 runs on Huawei chips
DeepSeek’s V4 AI model will run on Huawei chips, highlighting China’s push to integrate domestic semiconductors and AI systems.
Governance
Musk ties SpaceX IPO talks to Grok AI adoption
Musk asks banks pursuing SpaceX IPO roles to adopt Grok, linking AI growth with capital strategy.
Asia-Pacific
China’s Space Pioneer reports Tianlong-3 maiden flight fails
Tianlong-3 test failure highlights ongoing challenges in China’s push to develop reusable rocket technology and scale space access.
Governance
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?
Governance
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.
Cloud Service
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.