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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: 14 briefings
  1. How Enterprises Monetize Excess IP Assets

    Explore strategies and case studies showing how companies sell or lease surplus IPv4 addresses for financial gain.

  2. Amazon plans thousands more corporate job cuts amid restructuring

    Amazon plans another round of corporate job cuts next week to streamline operations and reshape its white‑collar workforce.

  3. Microsoft 365 services disrupted users

    Microsoft 365 services experienced a major outage for thousands of users, highlighting risks of cloud reliance and online service continuity.

  4. AI hiring firm Eightfold sued over secret candidate scoring

    AI faces a lawsuit over alleged secret scoring of job applicants, intensifying scrutiny of transparency and accountability in hiring.

  5. ChatGPT Starts Predicting User Age to Shield Teens Ahead of “Adult Mode” Launch

    OpenAI is rolling out an age-prediction system in ChatGPT to protect teens, as it prepares an adult mode and tighter content controls.

  6. Drones pose new cyber risk to critical infrastructure

    Researchers warn drones could be used as vectors for cyber attacks on critical infrastructure in emerging threat landscape.

  7. EU’s Cybersecurity Shake-Up: A Ban in All But Name?

    The EU unveiled cybersecurity proposals that could phase out high-risk telecoms suppliers from critical networks.

  8. Netflix CEOs are on the back foot defending $83bn Warner Bros. bid

    Netflix defends an $83bn bid for Warner Bros Discovery amid investor skepticism and competitive pressure, raising key questions.

  9. Arctic telecoms shift to global strategic asset

    Arctic telecom infrastructure is shifting from the margins to a core global geopolitical asset, with Greenland at the centre.

  10. Microsoft CEO sounds a note of caution on AI

    Microsoft CEO Satya Nadella warns that the AI boom could turn into a speculative bubble without broader practical adoption.

  11. EU to grant perpetual telecom spectrum licences across bloc

    European regulators eye unlimited spectrum licence durations to accelerate 5G/6G deployments and create secondary markets.

  12. Viasat, BSNL to modernise Indian Navy’s satcom infra with Ka-band systems

    Viasat and BSNL will modernise the Indian Navy’s satellite communications with Ka-band systems to boost bandwidth and operational resilience.

  13. Publishers test Google Gemini litigation with a class-action intervention bid

    Cengage Learning and Hachette Book Group are trying to move the Google Gemini copyright case from an author-and-artist class action into a publisher-representation fight. Their January 2026 intervention motion asks the Northern District of California to let two publishing companies appear as class or subclass representatives for publishers whose book rights may be affected by the claims against Google. The operational signal is not simply that another AI copyright suit exists. It is that publishers want direct control over evidence, class representation and licensing leverage in a case where Google says the late intervention attempt should be rejected.

  14. IBM launches Sovereign Core software to help organisations enforce digital sovereignty for AI workloads

    IBM announces Sovereign Core software to help organisations deploy and manage AI-ready sovereign environments with operational control.

Coverage

Market / Trends / Global Trends / Global Datacenter Trends

In this section: 2 briefings
  1. Intel’s forecast highlights struggle to meet AI data‑center demand

    Intel forecasts Q1 results below estimates as it struggles to meet AI data center chip demand, triggering a sharp share price drop.

  2. Intel results test turnaround amid AI demand

    Intel earnings spotlight AI-driven data center growth while investors weigh execution challenges and competition.

Coverage

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

In this section: 3 briefings
  1. CityFibre profit rises as connections near one million

    CityFibre nears one million customer fibre connections as usage and profits climb, highlighting strong UK broadband demand.

  2. CityFibre expands full‑fiber availability for small businesses

    CityFibre expands FTTP broadband to 4.5 million small businesses and home workers, emphasising fibre’s role in UK digital competitiveness.

  3. Germany mulls over copper network phase-out plan

    Copper retirement plans in Germany hinge on fiber rollout and wholesale access rules, as stakeholders weigh timing and impact.

Coverage

Market / Trends / North America Trends / North America Regional ISP Trends

In this section: 2 briefings
  1. Verizon Expands US Fibre Footprint with Frontier Acquisition

    Verizon finalises its $20B acquisition of Frontier, expanding its fibre network to 30 million US homes and boosting broadband reach.

  2. US fibre industry sees rising build costs in 2026

    US fibre build costs rose in 2025 and are set to increase further in 2026, impacting broadband rollout and network budgets.

Coverage

Market / Trends / Latin America and Caribbean Trends / Latin America and Caribbean Regional ISP Trends

In this section: 1 briefing
  1. Tecto Expands in Southern Brazil with Malbec Subsea Cable Link

    ecto Data Centers invests R$200M in Porto Alegre facility, linking it to V.tal’s Malbec subsea cable to boost regional connectivity.

Coverage

Market / Trends / Europe and Middle East Trends / Europe and Middle East National Telecom Trends

In this section: 3 briefings
  1. Telefónica chief warns Europe on cyber autonomy at Davos

    Telefónica CEO warns at Davos that Europe must build cyber autonomy amid geopolitical tensions and tech reliance concerns.

  2. Cyber attacks would wipe out over 10% of UK businesses – Vodafone

    Vodafone warns that a major cyber attack could wipe out over 10% of UK businesses, exposing weak cyber resilience and training gaps.

  3. BT and easyJet expand mobile connectivity across Europe

    UK telecom BT to provide mobile eSIM connectivity to easyJet crew and aircraft across Europe, modernising aviation communications.

Coverage

Market / Trends / North America Trends / North America Institutional Trends

In this section: 2 briefings
  1. Nokia and Hypertec deploy AI-powered supercomputer in Canada

    Nokia and Hypertec deploy the Nibi supercomputer at the University of Waterloo to expand AI and HPC research capacity across disciplines.

  2. US House advances bill on AI chip exports

    US lawmakers advance legislation giving Congress greater oversight of AI chip exports amid security and trade concerns.

Coverage

Market / Trends / Asia-Pacific Trends / Asia-Pacific National Telecom Trends

In this section: 1 briefing
  1. Telenor marks end of Thai telecom chapter with True sale

    Telenor exits Thailand after 25 years, selling its stake in True Corporation for NOK 39 billion as part of a strategic Asia retreat.

Coverage

Market / Trends / Global Trends / Global National Telecom Trends

In this section: 2 briefings
  1. French telecom operators renew talks to buy SFR from Altice

    French operators Bouygues, Free and Orange confirm renewed talks to acquire SFR from Altice, a move that could reshape telecom competition.

  2. California clears Verizon Frontier deal

    California regulators have approved Verizon’s Frontier deal, removing the final regulatory barrier ahead of a planned January 2026 close.

Coverage

Market / Trends / North America Trends / North America Cloud Services Trends

In this section: 4 briefings
  1. Spotify’s AI ‘Prompted Playlist’: A New Way to Curate Music – But Does It Deliver?

    Spotify is testing an AI “Prompted Playlist” tool for Premium users in the U.S. and Canada, letting listeners create playlists with text prompts.

  2. US IT Hardware Stocks Slide as Morgan Stanley Turns Cautious

    U.S. IT hardware stocks slid after Morgan Stanley took a more cautious view, citing weak corporate spending and rising costs.

  3. V.tal unveils Synapse US–Brazil submarine cable Scheme

    V.tal unveils Synapse, a 9,700 km submarine cable to link the US and Brazil, boosting cloud and AI data flows.

  4. OpenAI begins testing ads in ChatGPT free and Go tiers

    OpenAI plans to trial ads in ChatGPT’s free and Go tiers in the US while pledging they will not affect chatbot responses.

Coverage

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

In this section: 6 briefings
  1. UK Cyber Firm Unveils Unified OT Monitoring to Tackle Industrial Threats

    e2e-assure has launched a UK-focused unified IT/OT cyber monitoring service to boost visibility and threat detection across industrial networks.

  2. GSMA warns Europe’s Digital Networks Act may hamper telecom investment

    Europe’s mobile industry criticises the Digital Networks Act proposal, saying it fails to simplify rules and support network investment.

  3. Elon Musk’s Starlink stands the test in Iran crackdown

    Starlink stays online during Iran blackout, proving satellite internet resilience and boosting trust in SpaceX.

  4. Iran signals shift from full internet shutdown to more targeted online control

    Iran shifts from full internet blackout to targeted access amid unrest, raising concerns over digital control and censorship.

  5. EU expands EuroHPC mandate to build AI gigafactories

    EU unveils expanded EuroHPC regulation to support AI gigafactories and advanced cloud compute hubs across Europe.

  6. Ericsson job cuts spotlight tech sector turbulence

    Ericsson plans to cut 1,600 jobs in Sweden as the wider technology sector continues to downsize amid weaker demand and cost pressures.

Coverage

Market / Trends / Asia-Pacific Trends / Asia-Pacific Regional ISP Trends

In this section: 1 briefing
  1. US backs India–Singapore submarine cable study

    Study will evaluate technical and commercial viability of a subsea route through Southeast Asia to support AI and data demand.

Coverage

Market / Trends / Europe and Middle East Trends / Europe and Middle East Institutional Trends

In this section: 1 briefing
  1. UK reviews options to regulate children’s social media use

    The UK government launches a consultation on children’s social media use amid a broader online safety debate.

Coverage

Governance / CASE FILE

In this section: 1 briefing
  1. Canadian court lets Tiktok keep operating amid security concerns

    Canada’s court paused TikTok shutdown amid security concerns, highlighting global tensions between national security and platform freedoms.

Coverage

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

In this section: 1 briefing
  1. Syntys expands Qatar data centre footprint with Q Data deal

    Gulf data centre market tightens as Syntys adds Q Data’s Tier III facilities to expand its Qatar footprint and regional reach.

Coverage

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

In this section: 4 briefings
  1. Iron Mountain to develop 85MW hyperscale data center in Mumbai

    Iron Mountain plans an 85MW hyperscale data centre in Mumbai to support AI workloads and growing cloud demand in India.

  2. India’s Electronics manufacturing jumps 146%: Report

    India’s electronics manufacturing leads the PLI scheme with 146% production growth and rising incentive payouts.

  3. UMG Renews Music IPR Deal with NetEase

    UMG signs a licensing deal with NetEase Cloud Music, expanding access in China as AI and revenue questions remain.

  4. India to collaborate on AI capacity with ASEAN

    India offers to collaborate with ASEAN on AI capacity building, standards development, and responsible innovation.

Coverage

Market / Trends / Global Trends / Global Institutional Trends

In this section: 1 briefing
  1. Enterprise‑grade agentic AI moves from concept to large‑scale deployment

    IBM and E& unveil enterprise‑grade agentic AI for governance and compliance, showing AI’s shift from concept to large‑scale operational use.

Coverage

Market / Trends / Global Trends / Global Regional ISP Trends

In this section: 1 briefing
  1. Turkmenistan steps up public wi-fi and telecom modernisation drive

    State operators in Turkmenistan widen wi-fi access and launch new mobile internet services as part of national telecom upgrades.