Briefing Desk
Latest Briefings
Concise reporting on the developments shaping internet governance and infrastructure. Browse each area for recent news, context and watchpoints.
Coverage
Market / Trends / Global Trends / Global Cloud Services Trends
In this section: 24 briefingsWaymo begins fully autonomous robotaxi service in Nashville
Waymo has launched fully driverless robotaxis in Nashville via Lyft, marking a major step in commercial autonomous mobility.
Onsemi’s revenue miss fuels concerns over chip glut
Onsemi misses revenue as inventory builds weigh on chipmaker, hinting at cooling semiconductor demand.
SpaceX Prioritises Moon Colony Over Mars
Elon Musk pivots SpaceX to Moon colony, delaying Mars as lunar missions offer quicker gains and strategic edge.
Meta and YouTube face child addiction trials
Parents take Meta and YouTube to court over alleged child addiction, opening a new chapter in technology regulation debates.
Alphabet targets bond market to finance AI infrastructure expansion
Google parent Alphabet is turning to long-term debt markets to fund AI infrastructure, signalling rising capital intensity across tech.
GenAI Sends Cloud Market Soaring
GenAI Drives 30% Cloud Revenue Growth, Reshaping Enterprise IT Spending and Competition
AudioCodes Adds New Webex Phones and Gateways
AudioCodes certifies new phones and gateways for Webex, easing cloud migration but adoption remains uncertain.
Google boosts AI investment to challenge OpenAI
Google boosts AI investment and expands Gemini AI, positioning itself as a strong competitor to OpenAI in the global AI race.
Reddit lifts revenue forecast on stronger ad sales
Reddit lifts its revenue forecast as stronger advertising demand drives better-than-expected results round AI-related content.
Starlink drives growth as SpaceX expands satellite services
Starlink is lifting SpaceX revenue as it expands satellite broadband and explores direct-to-mobile services.
Crown Castle cuts 20% of workforce amid revenue pressure
Crown Castle slashes 20% of its workforce amid slowing demand and revenue pressure.
Drahi’s daring debt play puts Altice empire under scrutiny
Drahi shifts key Altice assets beyond creditors’ reach, rattling debt markets with aggressive restructuring.
TikTok settles as social media addiction case goes to trial
TikTok has settled a social media addiction lawsuit at the last minute as the case heads to trial against Meta and Google.
Alphabet signals higher 2026 capital spending
Alphabet plans significantly higher capital spending in 2026 as it expands data centers and AI infrastructure amid intense cloud competition.
Colt CEO urges telcos to think beyond connectivity for AI
Colt CEO Keri Gilder urges telcos to think beyond connectivity and adapt their infrastructure strategies for the future of AI.
High rates push Cellnex towards organic growth
Cellnex restructures to prioritise organic growth as high interest rates reshape telecom infrastructure strategies.
Anthropic AI shock hits software stocks globally
Anthropic’s AI tools trigger a global sell-off in software stocks, raising concerns over revenue models and accelerating AI adoption.
OpenAI CEO calls Moltbook a fad but backs AI tech
Sam Altman calls viral Moltbook a likely fad while championing autonomous AI tools like OpenClaw and Codex as long‑term innovations.
Teradyne Forecasts Strong Quarter on AI Chip Demand
Teradyne expects first-quarter results above Wall Street estimates, driven by strong AI-driven semiconductor test demand.
Google Cloud and Liberty Global strike five-year AI partnership
Google Cloud and Liberty Global have agreed a five-year AI partnership to use Google’s Gemini technology across European telecom services.
AI and 5G drive structural shift in telecom-cloud markets
Telecom and cloud markets are shifting around AI and 5G as operators balance new opportunities with rising costs and competition.
SpaceX and xAI unite in $1.25T merger
SpaceX acquires xAI to create a $1.25 trillion tech leader, merging AI and space infrastructure for future innovation.
OpenAI launches Codex app as AI coding race heats up
OpenAI launches its standalone Codex app to compete in AI coding tools as developers weigh accuracy, safety and integration.
Waymo reaches $126 billion valuation after major financing round
Waymo’s $16 billion funding round lifts its valuation to $126 billion, underlining investor confidence in robotaxis amid safety scrutiny.
Coverage
Market / Trends / Europe and Middle East Trends / Europe and Middle East Cloud Services Trends
In this section: 8 briefingsHostSlim’s European hosting footprint: what the records show
HostSlim sells hosting and transit around AS207083. Corporate and routing records confirm activity, but not scale, facility control or corporate continuity.
Middle East telecoms pivot towards venture capital
e&’s partners with MEVCA to build VC ecosystem and shift Middle East capital to innovation and technology.
Sky Business’s Controversial Mobile Data Campaign Sparks Questions
Sky Business promotes a “fear of running out” of mobile data to UK SMEs, using anxiety-driven marketing to push new data plans.
Europe’s grid bottleneck threatens cloud and AI growth
Europe’s power-grid delays threaten cloud and AI expansion as data centres struggle to secure timely connections.
Openreach rolls out safety app for field engineers
The UK’s Openreach deploys a new safety app for field engineers after a spike in assaults, combining tech with traditional safety measures.
Iran’s internet flickers back under tight state control
Iran’s partial internet return highlights state control over digital space and the economic toll of prolonged blackout.
FLAG expands subsea network from Mumbai to Middle East
FLAG is expanding its subsea network from Mumbai to the Middle East, improving global connectivity and low-latency links.
Targa Telematics tops European usage-based insurance ranking
Targa Telematics leads Europe in fleet usage-based insurance, reflecting growth in telematics-driven solutions.
Coverage
Market / Trends / Asia-Pacific Trends / Asia-Pacific Cloud Services Trends
In this section: 5 briefingsAsia Markets Slide Amid Tech Sell-Off and Indonesia Credit Concerns
Asian markets slide as tech stocks tumble and Moody’s downgrades Indonesia’s credit outlook, prompting investor caution across the region.
Tesla opens AI training centre in China to advance driving systems
Tesla has launched an AI training center in China to develop local assisted-driving systems, reflecting efforts to adapt to local conditions.
China tightens crypto controls and vets RWA tokens
China expands its crypto crackdown by banning unauthorized stablecoins and vetting real-world asset token issuance.
US and China Opt Out of Military AI Principles at Global Summit
U.S. and China opt out of military AI norms at global summit, underscoring geopolitical tensions in AI governance.
PTC’26 cements role in global digital infrastructure
PTC’26 returned to Honolulu with record attendance, highlighting the Asia-Pacific region’s growing role in global digital infrastructure.
Coverage
Market / Trends / North America Trends / North America Cloud Services Trends
In this section: 2 briefingsAI Accelerates Enterprise IoT Growth Beyond Connectivity
Enterprise IoT market hits US $324bn in 2025 as AI drives growth, but true autonomous deployments remain rare.
ChatGPT’s lead erodes as Gemini gains ground
ChatGPT’s market share in the US has dropped, with Gemini and Grok gaining ground, marking a new phase in the AI assistant competition.
Coverage
Market / Trends / Europe and Middle East Trends / Europe and Middle East National Telecom Trends
In this section: 4 briefingsVodafone growth in Germany fails to lift overall performance
Despite service revenue gains in Germany and elsewhere, Vodafone’s broader performance disappoints investors.
Telefónica strengthens control of VMO2
Telefónica opens a London office to strengthen oversight and strategic alignment with its UK joint venture Virgin Media O2.
Vodafone IoT and Hyundai to roll out connected cars in Middle East
Vodafone IoT and Hyundai deliver connected car services across the Middle East, reflecting rising demand for automotive connectivity.
Telia and Lyse combine mobile networks in Norway to cut costs
Telia Norway mobile network and Lyse Ice network sharing combine their mobile networks in Norway to reduce costs and expand coverage.
Coverage
Market / Trends / Global Trends / Global National Telecom Trends
In this section: 1 briefingVMO2 embraces AI to reduce mobile network downtime
VMO2 boosts AI automation in its mobile network to minimise downtime and enhance reliability.
Coverage
Market / Trends / Global Trends / Global Datacenter Trends
In this section: 3 briefingsData centre heat reuse shifts from ethos to economic asset
Data centre waste heat is becoming a measurable business asset as operators like Green Mountain turn sustainability into profit.
KKR and Singtel buy full control of STT GDC in $5.2B deal
KKR and Singtel will take full control of STT GDC in a $5.2 billion deal, highlighting growing investment in data centre infrastructure.
Oracle shares rise after $50 billion data centre funding plan
Oracle plans to raise up to $50 billion via equity and debt to fund data center expansion, easing investor funding fears amid AI competition.
Coverage
Market / Trends / Europe and Middle East Trends / Europe and Middle East Datacenter Trends
In this section: 1 briefingnLighten France acquisition to expand data centre presence
nLighten has acquired a Paris-area data centre from oXya, expanding its data centre presence in France and Europe.
Coverage
Governance / CASE FILE
In this section: 1 briefingPalantir CEO Defends Surveillance Tech Amid Strong US Government Sales
Palantir CEO justifies surveillance tech as US government deals fuel strong sales growth.
Coverage
Market / Trends / Global Trends / Global Institutional Trends
In this section: 1 briefingEU telecoms face higher costs under new laws
EU telecoms are adapting to stricter laws, with revised cybersecurity and Digital Networks Act measures changing compliance and investment priorities.