Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Global Cloud Services
Amazon explores AI content marketplace for publishers
Amazon is discussing an AI content marketplace that could let publishers license material directly to AI developers via AWS.
North America Institutional
How CFOs Should Evaluate IPv4 Assets: A Fact-Based Analysis
CFOs must rethink IPv4 addresses as digital capital, balancing valuation, leasing income and long-term transition risk.
Europe and Middle East Datacenter Trends
Fractile’s £100m UK expansion centres on AI systems engineering
Fractile pledged £100 million over three years for its London and Bristol operations, including a systems-assembly and test site; it did not disclose UK chip-fabrication capacity or a delivery timetable.
Asia-Pacific Datacenter
AI and density reshape data centre security from perimeter to rack
AI’s demand for dense compute is changing data centre security, shifting focus from perimeter fences to authenticated rack-level controls.
Global Institutional Trends
Open-source supply chain breach raises alarm
Open-source editor update compromised in a supply chain attack, underscoring rising software security risks globally.
Companies
US Software Stocks Plunge as AI Disruption Fears Rip Through Markets
Assured Backup and BackBox launch a managed service to automate network backups and minimise enterprise downtime.
Europe and Middle East Cloud Services
AI helps match dinosaur tracks to trackmakers
AI helps scientists decode ancient dinosaur footprints, revealing evolutionary clues and reshaping fossil research with machine learning.
Companies
New Backup Service Strengthens Enterprise Cyber Resilience
Assured Backup and BackBox launch a service to automate network and security backups, reducing downtime and boosting cyber resilience.
Companies
IQ Fiber appoints first COO to drive network growth
IQ Fiber appoints Doug Guthrie as its first COO to drive fibre network growth across the Southwest and Mid‑Atlantic US.
North America Cloud Services
U.S. software stocks steady after AI-driven sell-off
U.S. software and data services stocks stabilized after a steep sell-off driven by AI disruption fears, with investors reassessing risk.
Global Datacenter
TA Realty sells first hyperscale data centre buildings
TA Realty has sold the first two completed hyperscale data centre buildings at its Northern Virginia campus.
Global Institutional
Private networks go mainstream as deployments hit 6,500
Private networks reach 6,500 deployments, driven by demand for 5G and LTE in industries.
Companies
Nvidia’s H200 sales to China delayed
Nvidia’s planned H200 AI chip exports to China are delayed by an ongoing US national security review of licenses, stalling orders and shipments.
Companies
Infineon invests €500m to meet AI data centre demand
Infineon is investing an extra €500m to expand chip production as demand from AI data centres continues to grow.
Leaders
European Regulators Tighten Scrutiny of X and Grok as AI Governance Risks Escalate
European regulators intensify scrutiny on X and Grok over AI risks, focusing on platform governance and user safety compliance.
Europe and Middle East Cloud Services
NXP forecasts upbeat quarter results, signaling industrial market bottom
NXP Semiconductors forecast an upbeat quarter, signalling that the industrial chip market may be reaching a bottom.
Companies
Nvidia moves toward $20 billion equity stake in OpenAI
Nvidia is moving toward a roughly $20 billion investment in OpenAI’s latest round, deepening ties between the chipmaker and the AI developer.
Leaders
Moltbook AI platform exposes major security gap
Moltbook’s exposed database allowed access to millions of credentials, highlighting critical security risks in AI agent platforms.
Asia-Pacific Regional ISP
Iraq positions as a digital landscape and gateway with new fibre-optic transit routes
Iraq is building new digital infrastructure to improve connectivity and become a key data gateway between Asia, the Gulf and Europe.
Leaders
Supply Chain Attack Exposes Vulnerabilities in Open-Source Software Ecosystem
A Chinese-linked cyberattack on a popular open-source coding app exposes vulnerabilities in the software ecosystem, raising security concerns.