Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Global Cloud Services
OpenAI’s dissatisfaction with Nvidia chips may speed alternative search
OpenAI’s dissatisfaction with Nvidia chips highlights the search for alternative compute solutions, potentially reshaping AI hardware choices.
Global Institutional Trends
SpaceX acquires xAI in $1.25 trillion merger
SpaceX has acquired xAI in a $1.25 trillion merger, uniting space launch and AI under Musk as part of a broader tech strategy.
Companies
DoCoMo opens APIs through Aduna’s global network
DoCoMo partners with Aduna to offer network APIs globally, expanding access for developers and enterprises through a unified platform.
Global Cloud Services
Trilliant showcases AI grid edge solutions at DISTRIBUTECH
Trilliant showcases AI grid-edge solutions at DISTRIBUTECH 2026, helping utilities modernise and optimise energy operations.
Companies
NFON Pushes AI Growth Through Expanded Partner Programme
NFON expands its partner program to accelerate AI-driven cloud communications across European business markets.
Leaders
India Eases Tax Rules for Foreign-Funded Manufacturing
India eases tax rules allowing foreign firms to fund manufacturing equipment, aiding Apple’s India production.
Companies
Oracle plans $50bn raise for cloud and AI infrastructure expansion
Oracle plans to raise up to $50 billion in 2026 to expand cloud and AI infrastructure amid intensifying industry competition.
Global Cloud Services
Nvidia chief calms nerves over OpenAI ties
Nvidia CEO Jensen Huang denies tensions with OpenAI, aiming to steady market confidence in the AI chipmaker’s key partnerships.
Asia-Pacific Institutional Trends
Waymo’s $16 billion funding push highlights strong support for autonomous driving
Waymo seeks about $16 billion in funding at a near $110 billion valuation, showing continued investor belief in autonomous driving’s future.
Global Cloud Services
SpaceX proposes orbital AI data centres to reshape global compute
Orbital AI data centres proposed by SpaceX could reduce energy costs and reshape the future of cloud and hyperscale computing infrastructure.
Global Cloud Services
The future of IPv4: Why demand continues despite IPv6 adoption
IPv4 remains critical in 2026 as enterprises and cloud providers buy, lease, and optimise addresses despite IPv6 growth.
North America Cloud Services
Capgemini to divest US unit amid ICE contract backlash
European IT consultancy Capgemini divests U.S. unit amid backlash over immigration enforcement work and political pressure.
Asia-Pacific Cloud Services
The ultimate guide to valuing your IPv4 blocks
IPv4 addresses are scarce digital assets. This guide explains how ISPs value address blocks using real market examples.
North America Datacenter
Caterpillar to supply 2GW of gas power for US AI data centre
Caterpillar will supply 2GW of natural gas generation to power a large AI data centre campus in the United States.
Asia-Pacific Cloud Services
Former Google engineer convicted of AI trade secrets theft
The conviction of a former Google engineer spotlights AI trade secret theft and intensifying scrutiny of economic espionage cases.
Asia-Pacific Cloud Services
AI demand squeezes consumer electronics
AI‑driven demand for memory and compute chips tightens supplies, pressuring consumer electronics and reshaping supply chains.
Global Cloud Services
Musk’s firms consider deeper integration
SpaceX is considering a merger with Tesla or xAI, signalling a potential vertical integration in Elon Musk’s technology empire.
Africa Cloud Services
Tencent Cloud plans Middle East data centre expansion
Tencent Cloud is planning new data centres across the Middle East as IT spending in the region continues to grow.
Companies
Telefónica Tech UK&I unveils AI-driven managed Security Service Edge for British and Irish firms
Telefónica Tech UK&I launches a managed Security Service Edge offering powered by Netskope One across the UK and Ireland.
Africa Regional ISP
Fixed broadband grows with FWA and satellite reshape last‑mile competition
Fixed broadband continues to grow, while FWA and satellite broadband reshape competition in the last mile.