Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Global Datacenter Trends
Meta secures AI computing capacity from Crusoe
Meta secures 1.6 GW of AI computing capacity from Crusoe at data centers in Texas and Missouri.
CASE FILE
Trump orders US quantum computer by 2028
Trump orders a federal quantum computer by 2028, extending to defense sensors and the transition to post-quantum encryption.
North America Regional ISP Trends
Miner cable strike disrupts Nome telecom services
An excavator struck power and fiber lines near Nome, Alaska, causing widespread telecom outages that lasted several days due to delayed fiber repairs.
Africa National Telecom Trends
Chad deploys real-time telecom monitoring platform
Chad launches ARCEP real-time telecom oversight platform enabling continuous monitoring of networks, spectrum, and performance.
Global National Telecom Trends
Telecom testing shifts from static metrics to continuous AI validation
Telecom testing evolves toward continuous AI validation at an industry forum, driven by network complexity and AI integration.
Asia-Pacific Datacenter Trends
GDS Builds GW-Scale AI Cluster Powered by Green Energy in Ulanqab
GDS plans a GW-scale AI data center cluster in Ulanqab, as China's AI infrastructure cycle shifts toward green energy and high-density delivery.
Africa National Telecom Trends
Burkina Faso inspects national fibre to close reliability gaps
Burkina Faso launches a national fibre inspection mission to strengthen telecom infrastructure oversight and service reliability.
North America Datacenter Trends
Ukiah municipal fibre build hits 32% completion with phased activation
Ukiah builds municipal fibre network with Vero Fiber Networks, reaching 32% completion and phased activation from June.
Europe and Middle East National Telecom Trends
Ofcom delays 2 GHz satellite spectrum ruling to preserve optionality
Ofcom proposes extending Viasat and EchoStar’s 2GHz MSS licences while the UK weighs EU policy and NTN market shifts.
Asia-Pacific National Telecom Trends
Vodafone Australia outage exposes hub-level network fragility
Vodafone Australia’s network outage exposed telco resilience gaps as new ACMA rules prepare to force clearer outage reporting.
Europe and Middle East Datacenter Trends
nLighten refits Bristol data centre for high-density AI workloads
nLighten upgrades its Bristol edge data centre to support AI-ready capacity and regional sovereign infrastructure beyond London.
CASE FILE
FERC forces US grid operators to justify large-load tariffs
FERC orders six US grid operators to review large-load tariffs as AI data centres increase pressure on power markets.
Asia-Pacific Datacenter Trends
CPPIB invests $742m in CtrlS data centres
CPPIB invests $742m in CtrlS, taking an 8.2% stake and backing a JV to build hyperscale data centres in India.
North America Datacenter Trends
Missouri becomes test case for power-driven hyperscale buildout
Amazon and Google commit $25bn to Missouri data centres as hyperscalers seek power-ready sites beyond established hubs.
Europe and Middle East National Telecom Trends
EU misses 2030 targets on fibre and chips
EU risks missing 2030 digital targets as FTTP coverage reaches 74% and semiconductor share remains far below its 20% goal.
Global National Telecom Trends
Ericsson returns Hammarwall to lead Networks
Ericsson appoints David Hammarwall to lead Business Area Networks from October 2026, signalling continuity across 5G, AI RAN and 6G.
Asia-Pacific Datacenter Trends
HKSTP and SenseTime partner on Hong Kong AI data centre
HKSTP is a central Hong Kong technology ecosystem actor whose infrastructure and partnership decisions affect AI, data centre and enterprise technology adoption.
North America Datacenter Trends
Nokia expands US chip packaging to feed AI demand
Nokia is a major network infrastructure vendor whose optical networking and data centre connectivity moves affect AI infrastructure supply chains.
North America Datacenter Trends
Data centre demand widens AI infrastructure play beyond chips
Three TSX stocks show how AI data centre demand is spreading into cloud hardware, transformers and engineering services.
Asia-Pacific Datacenter Trends
Climate risk in data centre siting threatens AI expansion
Australia is becoming a regional data centre growth market, driven by AI demand, land availability, renewable energy potential and grid rules shaping investment.