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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 Institutional Trends

In this section: 3 briefings

  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.

  2. Investing in IP addresses: Risks, rewards, and unresolved questions

    IP address investing offers returns driven by scarcity, but policy shifts and IPv6 adoption raise long-term risks.

  3. IDT Telecom’s global reach puts pressure on regional control in the connectivity market

    As IDT Telecom expands worldwide, critics warn regional markets risk losing influence over pricing, access and digital policy priorities.

Coverage

Market / Trends / Global Trends / Global Cloud Services Trends

In this section: 18 briefings

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. AWS launches European Sovereign Cloud to address data concerns

    AWS launches its European Sovereign Cloud, an EU-based cloud platform offering data residency and compliance for regulated industries.

  7. IP Capital: How to lease unused IP address blocks for revenue

    A practical guide to leasing unused IPv4 address blocks and generating recurring income from surplus resources.

  8. Startup Temporal in talks to double valuation to $5 billion on heels of AI boom

    Temporal Technologies is in talks to raise funding at a $5 billion valuation, capitalising on growing demand for AI-driven software.

  9. Boldyn Networks expands Transport for London 4G and 5G connectivity rollout across the capital

    Boldyn Networks and TfL are expanding 4G and 5G mobile coverage across London Underground and Elizabeth line stations.

  10. Global smartphone market grows 4 % in 4Q 2025 as Apple holds leading position for third year

    Global smartphone shipments grew 4 % in 4Q 25 with Apple leading the market for the third year, supported by strong iPhone 17 demand.

  11. Colt Technology Services reshapes sales leadership to navigate AI-driven market demands

    Colt Technology Services appoints new sales leaders as digital infrastructure demand and AI workloads reshape the connectivity market.

  12. Meta Scales back metaverse efforts in favour of AI devices

    Meta cuts over 1,000 Reality Labs jobs and closes VR studios as it pivots from metaverse to AI wearables like Ray-Ban smart glasses.

  13. Samsung completes first commercial vRAN call, pushing toward AI-native, 6G-ready networks

    Samsung completes the first commercial vRAN call on a live operator network, advancing AI-native and 6G-ready network capabilities.

  14. Apple and Google forge AI partnership with Gemini models to power next-generation Siri

    Apple and Google struck a multi-year AI partnership where Google’s Gemini models will power the next generation of Siri and more.

  15. Three ranked UK’s fastest 5G network in latest speedtest results

    Latest Ookla Speedtest data places Three at the top of UK 5G performance, though coverage and real-world speeds vary by area.

  16. Apple launches Creator Studio to deepen services push

    Apple has launched Creator Studio, a bundled subscription of pro creative apps with AI features to boost services revenue.

  17. How to value an IPv4 address block for a business audit

    How businesses can calculate fair value for IPv4 blocks during audits, covering ownership proof, market pricing, risk and sustainability.

  18. LARUS to exhibit at PTC’26 as global connectivity event returns to Hawaii

    Larus will participate in PTC’26, the global connectivity event in Hawai‘i, showcasing their IPv4 solutions and network infrastructure.

Coverage

Market / Trends / Global Trends / Global Regional ISP Trends

In this section: 3 briefings

  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.

  2. London full-fibre provider G.Network enters administration as debt mounts

    London full-fibre broadband provider G.Network enters administration with Alvarez & Marsal appointed to find a buyer.

  3. Altice explores sale of OXG Glasfaser stake despite Vodafone’s confidence in fibre network

    Altice is seeking buyers for its 50 % stake in German joint venture OXG Glasfaser with Vodafone amid market and funding pressures.

Coverage

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

In this section: 3 briefings

  1. EU expands EuroHPC mandate to build AI gigafactories

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

  2. 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.

  3. Batelco partnership launches Bahrain’s first edge data centre

    New edge data centre in Bahrain aims to support real-time applications and attract enterprise cloud customers across the Gulf.

Coverage

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

In this section: 4 briefings

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

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

  2. 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.

  3. India to collaborate on AI capacity with ASEAN

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

  4. SK Hynix commits nearly $13B to advanced AI memory packaging plant in South Korea

    SK Hynix will invest $12.9 billion in a new advanced packaging plant in Cheongju to boost AI memory output by late 2027.

Coverage

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

In this section: 2 briefings

  1. 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.

  2. UK regulator investigates Elon Musk’s Grok AI over deepfake and sexualised images

    UK regulator Ofcom investigates Elon Musk’s Grok AI over alleged creation and sharing of sexualised and illegal deepfake images.

Coverage

Market / Trends / Global Trends / Global National Telecom Trends

In this section: 3 briefings

  1. 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.

  2. WindTre launches 5G SA with network slicing for businesses

    Italian operator WindTre enables businesses of all sizes to use 5G slicing on its standalone network, supporting AR, secure comms and media.

  3. SoftBank and OpenAI commit $1B to AI infrastructure expansion

    SoftBank and OpenAI commit $1bn to SB Energy to accelerate AI data-centre and power infrastructure under the Stargate initiative.

Coverage

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

In this section: 5 briefings

  1. 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.

  2. AI-driven borrowing set to lift US corporate bond supply in 2026

    AI hyperscaler borrowing is set to drive U.S. corporate bond issuance higher in 2026, reshaping fixed-income markets as capex grows.

  3. Gulf States join U.S.-Led Pax Silica Tech supply chain initiative amid geopolitical shifts

    Qatar and UAE join U.S.-led Pax Silica effort to fortify AI and semiconductor supply chains amid global tech competition.

  4. Trump imposes 25% tariff on some advanced computing chips

    What happened: U.S. imposes targeted 25 per cent tariff on imported high‑end chips On 14 January 2026, U.S. President Donald Trump signed a proclamation imposing a 25 per cent tariff on certain imported advanced computing chips, notably Nvidia’s H200 and AMD’s MI325X processors. The decision follows…

  5. Google warns US grid is bottleneck for data centres

    Google says outdated US power transmission is delaying new data centres by years, raising pressure for urgent grid reform.

Coverage

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

In this section: 2 briefings

  1. Red Sea subsea risks expose urgent need for connectivity diversification in Middle East

    Red Sea subsea cable risks are prompting calls for diversified connectivity to support Middle East digital growth.

  2. G.Network sold to FitzWalter Capital amid UK fibre pressure

    UK altnet G.Network has been acquired by FitzWalter Capital and placed into administration, highlighting strain in the UK fibre market.

Coverage

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

In this section: 1 briefing

  1. SKT’s in-car AI agent redefines voice control in vehicles

    SK Telecom launches A.Dot Auto, an AI voice agent in Renault’s Filante that understands natural speech to control navigation and car systems.

Coverage

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

In this section: 3 briefings

  1. Malaysia’s iFIBER strives for digital autonomy amid regional connectivity challenges

    iFIBER expands Malaysia’s open-access fibre network and digital solutions amid debates on regional autonomy and foreign tech influence.

  2. Asia’s new $1 billion subsea cable project sidesteps strategic chokepoints

    The new Intra-Asia submarine cable project aims to boost connectivity and resilience while reducing reliance on South China Sea routes.

  3. Sonic Networks PHL connects Filipino homes and businesses

    Sonic Networks offers high-speed fibre broadband and business connectivity in the Philippines, focusing on reliability and customer service.

Coverage

Market / Trends / Global Trends / Global Datacenter Trends

In this section: 1 briefing

  1. Global data centre investment set to soar to $3T

    Global data-centre spending expected to soar as AI demand grows, with tech giants and institutional investors reshaping the landscape.

Coverage

Market / Trends / Asia-Pacific Trends / Asia-Pacific Datacenter Trends

In this section: 1 briefing

  1. Empyrion Digital breaks ground on Taiwan’s first edge data centre

    The new Taiwan facility by Empyrion Digital will offer 7 MW scalable load and sustainable design, expected online in late 2027.

Coverage

Governance / CASE FILE

In this section: 1 briefing

  1. Why RIRs don’t have power to enforce internet address policies

    RIRs play a key role in IP address allocation but lack enforcement power, raising governance questions amid disputes like the AFRINIC case.