Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Companies
Blackstone could invest up to $4.65B for data centre in German, Handelsblatt reports
Blackstone is planning a data centre investment in Germany, with up to $4.65 billion allocated to a new digital infrastructure project.
Europe and Middle East Cloud Services
IP Capital: How network reliability shapes the value of IP addresses
Network reliability can influence how IPv4 addresses are valued in leasing and transfer markets worldwide.
Global Cloud Services
The pros and cons of IP address monetization platforms
IPv4 monetization platforms ease access and flexibility under scarcity but create ongoing financial and reputation risks for entities.
Companies
Verizon network outage disrupts services for thousands across US as carrier works on restoration
Verizon’s network outage left thousands of US users without voice, text or data service on January 14, prompting carrier investigation.
Companies
Telcos ramp up fixed wireless access amid LEO competition
Telcos are increasing fixed wireless access investment as competition from low Earth orbit satellite broadband intensifies.
Companies
Sony Interactive Entertainment expands PlayStation’s global reach
Sony’s PlayStation division delivers innovative gaming experiences and network services, shaping interactive entertainment worldwide.
North America Cloud Services
UK, Canadian watchdogs press on with probes into Elon Musk’s Grok chatbot
Regulators are still investigating Elon Musk’s X and its AI chatbot Grok over concerns about sexually explicit deepfake images.
Companies
T-Mobile modernises operations with Netcracker cloud-native platform
Telecom operator T-Mobile modernises core BSS/OSS systems with Netcracker to reduce deployment times and enhance digital service delivery.
Global Cloud Services
The impact of IPv4 scarcity on small business growth
IPv4 scarcity raises costs and barriers for small businesses, constraining digital growth and reinforcing competitive imbalances.
North America Institutional
Historic price trends of the /24 IPv4 block reveal market maturity and volatility
Historic price trends of the /24 IPv4 block show peaks around 2021 then moderation as supply and leasing reshape the market.
Companies
TSMC likely to post strong Q4 profit as AI chip demand surges
TSMC is set to report a 28% increase in Q4 profit, driven by rising AI chip demand and strong revenue growth.
Europe and Middle East Institutional Trends
OpenAI bets big on custom compute with Cerebras partnership
OpenAI has struck a $10bn-plus deal with Cerebras for 750MW of AI compute to scale ChatGPT, highlighting the importance of bespoke hardware.
Asia-Pacific Cloud Services
India proposes smartphone source code access for security rules
Proposed Indian mobile security rules could force source code access and software change alerts from Apple, Samsung and others.
Asia-Pacific Cloud Services
SK Hynix starts mass production of world’s first 321-layer NAND
SK Hynix has begun mass production of 321-layer 3D NAND, boosting performance for AI and high-capacity storage.
Companies
Sony Singapore drives innovation across media experiences
Sony expands digital engagement platforms and sustainability efforts while delivering consumer electronics in Singapore.
Asia-Pacific Cloud Services
South Korea indicts 10 over alleged chip technology leak to China
Seoul prosecutors charge 10 with industrial theft of advanced DRAM processes linked to China’s ChangXin Memory Technologies.
Companies
PTC partners with LARUS to expand industry insights at PTC’26
LARUS will showcase AI-powered infrastructure at PTC’26, with BTW Media offering real-time coverage of AI and connectivity innovations
Global Institutional
Why IPv4 prices keep rising even as IPv6 adoption gathers pace
IPv4 address prices continue rising even with IPv6 growth, reflecting scarcity, market demand and digital capital dynamics.
Global Cloud Services
The role of IPv4 brokers in the digital economy
IPv4 brokers stabilise a scarce Internet resource, enabling transfers and leasing without resolving underlying structural limits.
Leaders
Deepgram raises $130m series C at $1.3bn valuation to power voice AI economy
Deepgram raises $130m series C at $1.3bn valuation to power voice AI economy.