Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Europe and Middle East Institutional
The 2010 RIPE-Duke BGP Experiment Turned Standards Compliance into a Routing Accountability Test
How a valid experimental BGP attribute exposed an IOS XR propagation defect, session-reset amplification and the need for bounded routing experiments.
Europe and Middle East Datacenter
Orange and Morrison plan €3bn French data-centre venture
Orange would combine its French data-centre assets with Morrison’s capital to pursue 400MW of capacity. However, the venture has not yet been formed.
North America Datacenter
Meta and BlackRock form $14bn Texas data-centre venture
Meta is bringing external capital into its 1GW El Paso campus while retaining responsibility for construction management and occupying the completed site.
Europe and Middle East National Telecom
Ofcom proposes blocking Openreach discount offer
Ofcom says the discounts may divert new wholesale orders from rival fibre networks, but the regulator has not made a final decision.
Asia-Pacific Institutional
BKNIX Co.,Ltd.'s Neutral IXP Control Surface: AS63528, Route Servers, RPKI, and Continuity Costs
BKNIX's public records expose a useful operational case study: an Internet exchange is not just switching capacity, but a maintained control surface spanning number-resource records, live routing, route servers, validation services, access locations, and human exception handling.
Leaders
Arnold Nipper and the DE-CIX Decision Ledger: From US Detours to Site-Selection Trade-offs
Arnold Nipper's record offers a view of Internet exchange operations through two decisions: first, replacing an expensive international traffic detour with direct interconnection in Frankfurt; later, selecting an exchange site under explicit carrier, financial, price, support…
Asia-Pacific Institutional
Viking River Cruises (Bermuda) Ltd.'s Dual-TLD Control Surface: .viking, .cruise, RDAP, and Continuity Costs
Delegation, DNSSEC, RDAP, two registry agreements, a .viking Specification 13 instrument, and continuity records expose a dual-TLD control surface while leaving private architecture, longitudinal reliability, and customer production outcomes subject to separate evidence.
Europe and Middle East Cloud Services
AS215747 exposes NubaCloud's routing identity, while the delivery boundary stays private
AS215747 exposes NubaCloud's routing identity, while the delivery boundary stays private intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences…
Global Cloud Services
OVH's 2017 Optical-Network Failure Made Redundancy Independence an Accountability Test
On 9 November 2017, OVH lost the optical paths connecting its Roubaix hosting site to major external points of presence. The event showed why redundant paths and saved configuration do not amount to resilient network infrastructure when they still depend on one software state…
Leaders
Mónica Aspe and AT&T Mexico's 5G Growth Under Spectrum-Cost Pressure
Mónica Aspe's public record at AT&T Mexico presents a narrow but consequential operating question: how can a mobile challenger keep expanding a running 5G network when recurring spectrum charges, capital intensity, and uncertain returns make each additional frequency commitment…
Europe and Middle East Regional ISP
AS215839 makes netspot's one-route boundary visible, not its access footprint
AS215839 makes netspot's one-route boundary visible, not its access footprint intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may…
Asia-Pacific Institutional
Able Inc.'s .able Registry Control Surface: Spec 13, RDAP, and Operator Continuity Costs
Delegation, DNSSEC, RDAP, Specification 13, and continuity records expose a brand-TLD control surface while leaving private architecture, longitudinal reliability, and customer production outcomes subject to separate evidence.
Europe and Middle East Cloud Services
AS215878 gives m1cloudITC one visible IPv4 route, not a documented cloud footprint
AS215878 gives m1cloudITC one visible IPv4 route, not a documented cloud footprint intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that…
North America National Telecom
Zayo says long-haul fibre demand doubled in 2025
Large network buyers drove Zayo’s reported growth in long-haul fibre demand, with hyperscalers and carriers accounting for 95% of purchases.
Asia-Pacific Cloud Services
Samsung and Broadcom sign chip MOU worth over US$200bn
Samsung and Broadcom have outlined a five-year semiconductor collaboration, but its manufacturing scale will depend on later product and order commitments.
Europe and Middle East Regional ISP
AS329678 turns one Libyan IPv4 allocation into four public routes, while the access network stays opaque
AS329678 turns one Libyan IPv4 allocation into four public routes, while the access network stays opaque intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the…
North America Datacenter
Nvidia in talks over $250bn OpenAI Ohio guarantee
Nvidia’s proposed guarantee could support financing for OpenAI’s Ohio lease, but the terms remain under negotiation and the first phase is not yet funded.
North America Institutional
Gallo Vineyards, Inc.'s Dual-Brand-TLD Control Surface: Spec 13, RDAP, and Registry Continuity Costs
Delegation, DNSSEC, RDAP, Specification 13, and continuity records expose a two-TLD control surface while leaving private architecture, longitudinal reliability, and customer production outcomes subject to separate evidence.
Europe and Middle East National Telecom
RETN launches new London–Brussels network route
RETN has added another UK–Europe network path, but customers still need evidence of its end-to-end physical separation.
Leaders
Milton Kashiwakura and the 400G Core Decision Behind IX.br Sao Paulo
An Internet exchange does not become durable merely because its traffic graph rises. Milton Kashiwakura's documented role in a specific IX.br capacity request offers a more useful test: how an operator turns a visible constraint into an approved engineering change, performs a…