Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Asia-Pacific Cloud Services
Potanin’s catalytic people takes 25% stake in selectel cloud provider
Russian billionaire Vladimir Potanin’s Catalytic People buys 25 % of Selectel as Russia pushes domestic cloud and AI development.
Asia-Pacific Institutional Trends
Coupang pledges $1.18 billion in vouchers after massive South Korean data breach
South Korea’s Coupang to compensate 33.7 million users with vouchers after data breach, facing criticism for inadequate restitution measures
Global Institutional
Internet governance debate: Why registries must not become enforcers
A new governance debate highlights concerns that giving registries enforcement powers may threaten neutrality and global internet stability.
Asia-Pacific Institutional
What does ‘IP is capital’ really mean for internet addressing?
Organisations treat IP addresses as strategic assets, managing IPv4 and IPv6 to prevent conflicts and outages across networks.
Companies
Coupang founder apologises over data leak, pledges compensation
Coupang’s founder Kim Bom apologises after a data breach exposed customer information and pledges compensation and stronger security.
Leaders
Louis Gerstner, former IBM chief who reshaped Big Blue, dies aged 83
Former IBM CEO Louis Gerstner has died aged 83, reopening debate about his impact on Big Blue’s long term strategy.
Africa Institutional
China drafts rules to rein in AI with human-like interaction
New draft regulations show how China plans to govern AI that mimics human interaction, raising compliance questions for developers.
Europe and Middle East Cloud Services
Rising relocation requests in Israel’s tech sector raise questions about long-term stability
Over 50% of multinationals in Israel see increased employee relocation interest, raising questions about the future of its tech leadership.
Companies
Power outage in San Francisco sparks fresh questions over robotaxi reliability
A San Francisco power outage disrupted Waymo robotaxis, raising fresh questions about autonomous vehicle readiness during emergencies.
Europe and Middle East Institutional Trends
Stonepeak to acquire TeleTower from providence portfolio company Bitė group, creating Baltic tower operator
Stonepeak has agreed to acquire TeleTower from Bitė Group, forming an independent Baltic tower operator with plans for network expansion.
Companies
Waymo vows to improve emergency response protocols after San Francisco power outage
Waymo plans to update emergency response protocols after a San Francisco power outage left several robotaxis stalled.
Asia-Pacific Cloud Services
Network APIs finally hit inflection point in 2025
In 2025 network APIs reached a key inflection point as operators and developers embraced programmable interfaces for new digital services.
Companies
WhatsApp says Russia restrictions threaten private messaging for millions
WhatsApp has criticised restrictions in Russia after reported slowdowns, warning that limits could affect encrypted messaging for millions.
Global Cloud Services
SMX Ltd: Protecting email for organisations in a digital age
SMX’s email security platform includes secure gateways and scalable archiving to protect business communications in cloud environments.
Asia-Pacific Institutional
Portability of internet number resources: Why ICP-2 revision must guarantee mobility
Lu Heng outlines why mandatory portability of number resources in the ICP-2 revision is essential for resilience and network autonomy.
Asia-Pacific Cloud Services
Trump allows Nvidia AI chip exports to China
Trump allows Nvidia to export H200 AI chips to China, sparking debate over national security and US–China tech competition.
North America National Telecom
Telefónica tech sells its Colombia, Mexico and Chile units in Latin America restructuring
Telefónica Tech sells its Colombia, Mexico and Chile businesses to Hiberus amid a wider strategy to reshape its Latin American presence.
North America Datacenter
Alphabet moves to secure clean power for AI growth
Alphabet’s acquisition of Intersect Power shows how clean energy is becoming critical to AI and data centre expansion.
Asia-Pacific Datacenter
AI Data centres fuel return of obsolete ‘Peaker’ power plants in the United States
Surging AI data centre demand is keeping old US peaker power plants running, complicating grid planning and raising pollution concerns.
Companies
US delays additional tariffs on Chinese chips until June 2027
The US has delayed additional tariffs on Chinese semiconductor imports until June 2027, easing short term pressure on chip supply chains.