Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Companies
Sigenergy seeks $562m Hong Kong IPO
Sigenergy targets a $562m Hong Kong IPO to expand energy storage amid rising AI-driven power demand.
Europe and Middle East Regional ISP
Sparkle provides Tier-1 IP Transit for EdgeNext Europe expansion
Sparkle supports EdgeNext with Tier-1 IP Transit for scalable European infrastructure.
Companies
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.
Companies
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.
Europe and Middle East Cloud Services
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.
Companies
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.
Asia-Pacific Institutional
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?
Companies
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.
Global Institutional Trends
OpenAI acquires tech talk show TBPN in unexpected media push
OpenAI acquires TBPN, marking a move into media to expand its role in shaping AI discussions and engaging technology audiences directly.
Global Cloud Services
Broadcom hires Alphabet executive for AI strategy
Broadcom names Alphabet’s Amie Thuener CFO, sharpening financial leadership for AI growth and acquisition integration.
North America Institutional Trends
SpaceX files for IPO with Mars investment opportunity
Elon Musk’s SpaceX moves toward IPO, opening access to satellite networks and deep-space plans, including lunar and Mars missions.
Europe and Middle East Institutional Trends
Ubisoft lawsuit puts game ownership rights under scrutiny
A French consumer group sued Ubisoft over shutting down The Crew, raising concerns about digital ownership in online-only games.
Asia-Pacific Cloud Services
Apple at 50: From garage startup to global tech titan
From Apple II to iPhone, Apple’s 50-year journey highlights innovation, global scale and shifting tech industry dynamics.
Asia-Pacific Datacenter
$10bn AI Factory in Finland Accelerates European Compute Race
Nebius’s $10bn AI Factory in Finland heats up Europe’s AI infrastructure race, accelerating data centre and AI ecosystem growth.
Asia-Pacific Cloud Services
Taiwan probes Chinese firms over alleged tech talent poaching
Taiwan probes Chinese firms over alleged illegal recruitment of semiconductor talent amid rising tech competition.
Companies
Xerox appoints insider Louie Pastor as CEO
Xerox appoints Louie Pastor as CEO, signalling continuity as it navigates decline and digital transformation pressure.
Companies
Crypto Trails Lead to Drone Supply Chains in Russia and Iran
Report says crypto donations are funding drone purchases linked to Russia and Iran, raising security and regulatory concerns.
Africa Institutional
From victim to survivor in IP capital structures
Explore how IPv4 scarcity and RIR control create structural survivorship dynamics in internet infrastructure economies
Leaders
AquaBlue Opens New HQ as Aggregation Demand Grows
AquaBlue opens new HQ after 40% growth driven by demand for network aggregation services.
Asia-Pacific Regional ISP
The future of IP asset management in 2030
Explore how IP asset management will evolve by 2030 as IPv4 scarcity and IPv6 adoption reshape ISP strategy.