Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Europe and Middle East National Telecom Trends
Zayo adds two Tier 1 IP PoPs in Warsaw
Zayo Europe adds two Tier 1 IP PoPs in Warsaw, linking Equinix WA1 and Atman WAW-2 into its European backbone.
Africa National Telecom Trends
GSMA: Africa mobile market moves from coverage to value
GSMA says Africa’s mobile sector added $240bn in 2025 as operators shift from coverage growth to digital value creation.
Global Datacenter Trends
Water rights redraw data centre siting
Water rights are becoming a deal-level constraint as data centre projects face tighter permits and community opposition.
Europe and Middle East National Telecom Trends
UK gigabit funding recedes as commercial fibre expands
UK gigabit funding reaches more rural premises as commercial fibre expansion reduces the need for public subsidy.
Asia-Pacific Regional ISP
Asia Mega Link Company Limited
Public source material links the subject to observable infrastructure, registry, routing, or relationship signals that support analyst review.
Global Datacenter Trends
Schneider Electric and Foxconn partner on turnkey AI data centre systems
Schneider Electric and Foxconn partner to build integrated AI data centre systems combining compute, power, cooling and energy control.
North America Regional ISP Trends
Kinetic swaps copper for fibre to curb Kentucky theft
Kinetic is replacing copper with fibre in Eastern Kentucky to reduce theft, improve reliability and make Vicco fibre-ready.
Global Datacenter Trends
Ecolab makes AI cooling a managed service
Ecolab is turning AI data centre cooling into a managed service as higher rack densities push air cooling beyond its limits.
North America Datacenter Trends
Sentinel backs off Maine mill data centre plan
Sentinel Data Centers backs off a $550m Maine mill data centre plan, leaving JGT2 to seek alternatives after a vetoed state moratorium.
Global Datacenter Trends
Power access and community acceptance reshape data centre site selection
DC Byte says AI data centre growth is shifting site selection towards power access, permits and community support.
Global Datacenter Trends
Amazon fibre order lifts China’s AI cable cycle
AI data centre growth is turning fibre cable into a strategic component, boosting overseas opportunities for Chinese suppliers.
North America Datacenter Trends
QumulusAI signs $124m deals for 1,280 Blackwell GPUs
QumulusAI signs $124m AI infrastructure deals covering 1,280 Blackwell GPUs, with deployment site still undisclosed.
Asia-Pacific Cloud Services Trends
Google Cloud reroutes India traffic after Delhi data centre fire
Google Cloud reroutes India traffic after a Delhi data centre fire, while some metro customers still face latency and packet loss.
Europe and Middle East National Telecom Trends
London Underground targets full mobile coverage by year-end
London Underground now has mobile coverage across around 60% of stations, with TfL and Boldyn targeting full Tube coverage by year-end.
Global Cloud Services
ConnectX
Public source material links the subject to observable infrastructure, registry, routing, or relationship signals that support analyst review.
Global Cloud Services
JKNET TECH GROUP LIMITED
Public source material links the subject to observable infrastructure, registry, routing, or relationship signals that support analyst review.
Global Datacenter Trends
AI data centre capex tops $1tn despite weak returns
Dell’Oro sees 2026 data centre capex topping $1tn as AI buildout accelerates, while Gartner warns power limits are constraining capacity.
Global Cloud Services Trends
AI workload volatility raises data centre power waste
AI training volatility forces data centres to run secondary workloads, raising energy use, cooling demand and grid pressure.
Europe and Middle East Datacenter Trends
atNorth joins Norway data centre industry body
atNorth joins Norway’s data centre industry body after launching NOR01, deepening its role in Nordic sustainable infrastructure.
North America Datacenter Trends
AI data centres face medium-voltage equipment supply bottleneck
AI data centres face medium-voltage equipment shortages as Smart Grid Options warns that power gear delays threaten US build timelines.