Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Asia-Pacific Institutional
btIX TTPL-LAN and the economics of keeping Bhutanese traffic close to home
For a Bhutanese access provider, btIX TTPL-LAN is not an abstract piece of Internet plumbing. It is a recurring commercial decision: whether a port in Thimphu can keep enough traffic local, cut enough avoidable latency, and reduce enough dependence on paid international paths to…
Asia-Pacific Cloud Services
Leaseweb Japan and the Tokyo Hosting Margin
Leaseweb Japan and the Tokyo Hosting Margin 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 follow. The Asia-Pacific Cloud…
Global Cloud Services
SoftLayer and the economics of keeping the server visible
SoftLayer and the economics of keeping the server visible 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 follow. The Global…
Global Datacenter
Digital Realty's AI Power Arbitrage: Rentable Megawatts and the REIT Cost of Scarcity
Digital Realty's AI Power Arbitrage: Rentable Megawatts and the REIT Cost of Scarcity intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences…
Latin America and Caribbean Institutional
NIC.br and the price of Brazil's internet commons
NIC.br and the price of Brazil's internet commons 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 follow. The Latin America and…
North America Cloud Services
Fastly's Edge-Margin Test: The Hard Economics of Programmable Delivery
Fastly's Edge-Margin Test: The Hard Economics of Programmable Delivery 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 follow.…
North America Cloud Services
Akamai's Edge-Security Margin Test
Akamai's Edge-Security Margin Test 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 follow. The North America Cloud Services…
North America Regional ISP
WCCTA and the Price of Small-Town Fiber
WCCTA and the Price of Small-Town Fiber 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 follow. The North America Regional ISP…
Latin America and Caribbean Regional ISP
WNet's Peso Bill and the Dollar Cost of Rosario Reliability
WNet's Peso Bill and the Dollar Cost of Rosario Reliability 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 follow. The Latin…
North America Cloud Services
VDC and the Price of Local Accountability in Canadian Cloud
VDC and the Price of Local Accountability in Canadian Cloud 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 follow. The North…
Europe and Middle East National Telecom
euNetworks and the New Price of Owning Europe's Fibre Routes
euNetworks and the New Price of Owning Europe's Fibre Routes 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 follow. The Europe…
Asia-Pacific National Telecom
TBC and the Price Discipline Behind Taiwan's Cable Broadband Bill
TBC and the Price Discipline Behind Taiwan's Cable Broadband Bill 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 follow. The…
Asia-Pacific Cloud Services
TeamCloud Malaysia and the price of trusted local cloud
TeamCloud Malaysia and the price of trusted local cloud 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 follow. The…
Africa National Telecom
Telecel Ghana After Vodafone: The National Carrier Test in a Repriced Mobile Market
Telecel Ghana After Vodafone: The National Carrier Test in a Repriced Mobile Market 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 Regional ISP
Telebyte NW and the $90 Kitsap fiber equation
Telebyte NW and the $90 Kitsap fiber equation 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 follow. The North America…
North America National Telecom
AT&T MNS and the Enterprise Price of One Accountable Network
AT&T MNS and the Enterprise Price of One Accountable Network 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 follow. The North…
Europe and Middle East Cloud Services
Spinoco and the Price of a Call That Must Not Disappear
Spinoco and the Price of a Call That Must Not Disappear 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 follow. The Europe and…
Asia-Pacific Regional ISP
Tejays Dynamic and the Price of Reliability Between India's Mobile Bargain and Enterprise Internet
Tejays Dynamic and the Price of Reliability Between India's Mobile Bargain and Enterprise Internet intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure…
Latin America and Caribbean Regional ISP
Talklink and the Expensive Work Behind Cheap Brazilian Broadband
Talklink and the Expensive Work Behind Cheap Brazilian Broadband 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 follow. The…
Asia-Pacific Regional ISP
SpeedOnline.Net and the Fixed Line That Had to Answer
SpeedOnline.Net and the Fixed Line That Had to Answer 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 follow. The Asia-Pacific…