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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 briefings

  1. 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.

  2. NEXCOM launches modular edge PC for industrial use

    NEXCOM launches the NDiS B340, a fanless industrial edge PC with modular PCIe expansion designed for flexible and long-life edge deployments.

  3. Nvidia’s CEO lauds Taiwanese suppliers amid AI demand surge

    Nvidia CEO Jensen Huang praised Taiwanese suppliers during a visit, highlighting Taiwan’s central role in the AI chip supply chain.

  4. Musk Blocks Russia’s Use of Starlink, Highlighting Satellite’s Role in Warfare

    Musk’s actions to block Russia’s Starlink use highlight satellites’ increasing role in warfare and geopolitics.

  5. Pentagon and Anthropic clash over military AI use

    Negotiations between the Pentagon and AI firm Anthropic have stalled over proposed limits on military and surveillance uses of AI.

  6. Tesla commits $2bn to xAI as Cybercab timeline reasserted

    Tesla is investing $2bn in Elon Musk’s xAI while reiterating plans to launch its autonomous Cybercab amid regulatory uncertainty.

  7. Investors shift focus from AI hype to profitability in tech sector

    Investors are shifting focus from AI potential to profitability, emphasising execution and financial outcomes over mere technical capability.

  8. Perplexity secures $750m cloud and compute deal with Microsoft

    Perplexity signs a $750m deal with Microsoft for long-term cloud and compute resources, marking a shift in AI competition.

  9. Amazon eyes $50B OpenAI investment

    Potential $50bn Amazon stake in OpenAI underscores strategic bets on AI compute and cloud infrastructure growth.

  10. Nokia leans harder on AI as legacy telecoms model creaks

    Nokia’s mixed Q4 highlights the pressure on legacy telecoms vendors as it bets on AI-driven networking and data centre growth.

  11. Enterprise cloud and agentic AI move toward commercial reality

    NTT DATA and AWS formalise a strategic partnership to scale enterprise cloud migration and embed agentic AI into modernised systems.

  12. IPv4 lease VS IPv4 purchase: which is better for enterprises?

    Enterprises weigh IPv4 leasing against purchasing as scarcity turns IP addresses into strategic digital assets in 2026.

  13. Public safety communications shift toward LTE and 5G networks

    Public safety agencies are accelerating investment in LTE and 5G broadband networks to modernise emergency communications.

  14. Northwood Space raises $100m in Series B funding

    Northwood Space has secured $100m in Series B funding as the satellite ground station startup scales its network under CEO Bridgit Mendler.

  15. Telcos capex shift to cloud, AI, and core networks as RAN spending stays muted

    Telecom operators shift capex towards cloud, AI, and core networks, with RAN spending growth remaining subdued.

  16. Tesla’s Q4 revenue beats expectations amid EV slowdown

    Musk’s Tesla reports resilient revenue supported by AI investments, signalling broader infrastructure-level evolution beyond automotive.

  17. WhatsApp introduces high security mode to tighten user protections

    WhatsApp has introduced a high security mode to strengthen account protection amid rising fraud and messaging platform abuse.

  18. Cloudflare Reports Sharp Fall in Global Internet Shutdowns in 2025

    Cloudflare reports fewer internet shutdowns but ongoing global outages from infrastructure and weather damage.

  19. Pinterest Trims Workforce by Nearly 15% as It Shifts Strategy to AI

    Pinterest cuts jobs to fund AI efforts, but the strategy faces investor scepticism as shares slip.

  20. Trans Pacific Networks Upgrades Subsea Cables

    Ciena will upgrade Trans Pacific Networks’ Echo and Tabua subsea cables to increase capacity and performance.

  21. Dan Caruso: How AI is Driving the Industry Growth

    Dan Caruso explains how AI and innovation are shaping future industry growth and infrastructure investment.

  22. Logitech unveils Rally AI cameras for hybrid video conferencing

    Logitech launches Rally AI and Pro cameras with adaptive AI framing and occupancy analytics to improve hybrid meetings in large spaces.

  23. Microsoft takes on Nvidia with a home-grown AI chip

    Microsoft joins rivals in designing custom AI chips as cloud costs and competition intensify.

  24. Spanish Telcos explore shared mobile network

    Spanish telcos explore a mobile network joint venture to improve capital efficiency and reduce costs in a challenging telecom environment.

Coverage

Market / Trends / Global Trends / Global Institutional Trends

In this section: 1 briefing

  1. EU 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.

Coverage

Market / Trends / Europe and Middle East Trends / Europe and Middle East Cloud Services Trends

In this section: 4 briefings

  1. Targa Telematics tops European usage-based insurance ranking

    Targa Telematics leads Europe in fleet usage-based insurance, reflecting growth in telematics-driven solutions.

  2. Finland to build new maritime surveillance centre to monitor undersea cables

    Finland will build a maritime centre in the Gulf of Finland to protect undersea cables using sensors, AI, and EU cooperation.

  3. UK mobile users turn to eSIM for traveling

    UK travellers increasingly choose eSIM over traditional roaming, reflecting a broader shift to digital mobile connectivity and savings.

  4. Du and EHRDC Signs MoU to Boost tech-savvy Emiratis

    Du and EHRDC sign an MoU to boost Emiratisation by developing Emirati talent for technology and digital roles in the UAE.

Coverage

Market / Trends / Europe and Middle East Trends / Europe and Middle East Regional ISP Trends

In this section: 3 briefings

  1. Community Fibre’s numbers look good but challenges remain

    Community Fibre has reported strong revenue growth and improved earnings, but challenges remain in the competitive UK fibre market.

  2. Vodafone unveils new subsea cable in Greece

    Vodafone has unveiled a new subsea cable in Greece to improve internet connectivity between Crete and the mainland.

  3. CityFibre turns to operational efficiency over expansion

    CityFibre cuts nearly a third of jobs as UK full-fibre market shifts to operational efficiency and consolidation over build-out growth.

Coverage

Market / Trends / Global Trends / Global Regional ISP Trends

In this section: 1 briefing

  1. Sparkle and VDPC agree Barracuda subsea cable landing for 2028

    Sparkle and VDPC have agreed to land the Barracuda subsea cable in Genoa, strengthening Mediterranean connectivity ahead of a 2028 launch.

Coverage

Market / Trends / Europe and Middle East Trends / Europe and Middle East Datacenter Trends

In this section: 2 briefings

  1. atNorth to build 30MW metro data centre in Stockholm

    atNorth has announced a new 30MW metro data centre in Stockholm, supporting Sweden’s digital transformation with sustainable design.

  2. Google Clears Final Hurdle for Major Austrian Data Centre Expansion

    Google has received approval to build its long-planned data centre in Austria, marking a key step in its European expansion.

Coverage

Market / Trends / North America Trends / North America National Telecom Trends

In this section: 3 briefings

  1. Rogers makes satellite connectivity standard on mobile plans

    Rogers adds satellite connectivity to all 5G+ plans in Atlantic Canada, redefining mobile coverage boundaries with direct-to-device service.

  2. Privacy focus drives Cape’s entry into US MVNO market

    A new US MVNO ‘Cape’ is betting on network-level privacy features, but its approach may test how far consumers value mobile anonymity.

  3. Verizon is the best US mobile network now

    Verizon tops a major US mobile network ranking, highlighting the long-term value of infrastructure investment in a saturated market.

Coverage

Market / Trends / Global Trends / Global National Telecom Trends

In this section: 2 briefings

  1. AI embedded in 5G networks as SoftBank and Ericsson upgrade MIMO

    SoftBank and Ericsson embed AI into massive MIMO radios, boosting 5G performance by dynamically optimising coverage in real time.

  2. SoftBank’s $30B talk with OpenAI raise concerns

    SoftBank is in talks to invest up to $30bn more in OpenAI, spotlighting rising capital concentration around leading generative AI platforms.

Coverage

Market / Trends / Global Trends / Global Datacenter Trends

In this section: 2 briefings

  1. Vertiv targets AI data centre growth with predictive maintenance

    Vertiv launches an AI-powered predictive maintenance service for data centers, aiming to improve uptime and operations as AI workloads grow.

  2. Seagate performance beats expectations in fiscal Q2

    Seagate beats expectations in fiscal Q2 2026, reporting strong revenue, margins and cash flow as data center storage demand remains resilient

Coverage

Market / Trends / Asia-Pacific Trends / Asia-Pacific Cloud Services Trends

In this section: 5 briefings

  1. HPE and 2degrees build sovereign AI cloud in New Zealand

    New Zealand’s 2degrees teams with HPE to build a sovereign AI-enabled cloud platform, keeping data on-shore and targeting operational and regulatory benefits.

  2. Starlink faces fresh regulatory hurdles for direct-to-device approval in India

    Starlink must seek fresh approval in India to offer direct-to-device satellite services, highlighting regulatory control over new tech.

  3. China deepens role in Iraq’s telecoms

    China’s involvement in Iraq’s telecoms is deepening, raising questions about digital dependence, security and long-term sovereignty.

  4. HPE and 2degrees partner on AI and data sovereignty

    HPE and 2degrees partner on AI infrastructure in New Zealand, highlighting growing focus on data sovereignty and local cloud strategy.

  5. SRI’s digital solutions power IT modernisation in Japan

    Tokyo-based SRI delivers cloud infrastructure, network services and system development for Japanese businesses modernising IT operations.

Coverage

Market / Trends / Africa Trends / Africa Cloud Services Trends

In this section: 1 briefing

  1. Kenya’s local cloud region marks sovereign compute leap

    iXAfrica will host Oracle’s first public cloud region in Nairobi, advancing digital sovereignty and local compute for East Africa.

Coverage

Market / Trends / North America Trends / North America Datacenter Trends

In this section: 1 briefing

  1. Oracle Blames Power Outage for TikTok Glitches

    Oracle points to a data centre power outage for TikTok service disruptions, but trust and reliability questions grow after the platform’s recent U.S. ownership change.

Coverage

Governance / History

In this section: 1 briefing

  1. Brian Carpenter: Today’s internet no longer recognizable

    Internet pioneer Brian Carpenter reflects on early collaboration, governance lessons and today’s struggle for regional autonomy online.