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: 20 briefingsStartup 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Solutia Consulting delivers IT and business transformation
Solutia Consulting provides advisory, delivery and leadership services for enterprise software, cloud and transformation initiatives.
Apple tops global smartphone market in 2025 with 20 % share, Counterpoint says
Apple led the global smartphone market in 2025 with a 20 % share as shipments grew 2 %, but industry headwinds may slow growth in 2026.
Airbus lands Eutelsat contract to build 340 additional OneWeb LEO satellites
Airbus Defence and Space will build 340 more OneWeb LEO satellites for Eutelsat to expand and modernise global broadband coverage.
Apple and Google deepen AI ties with multi‑year gemini deal
Apple partners with Google to integrate Gemini AI models into Siri, enhancing Apple’s voice assistant with Google’s advanced AI technology.
Regional control under strain as iwantmyname’s growth reflects rising global influence in the domain industry
As iwantmyname expands under global ownership, questions arise about preserving regional autonomy in domain registration and digital control.
Meta signs nuclear power deals for AI data centres
Meta secures up to 6.6 GW of nuclear power from Vistra, Oklo and TerraPower to fuel AI data centres, boosting energy security.
How better IP management can make ISPs significantly more profitable
Better IP management helps ISPs cut costs, optimise IPv4 use, and improve margins in an increasingly scarce address market.
Elon Musk to open source X algorithm amid global scrutiny
Elon Musk says X will open source its recommendation algorithm within seven days amid growing global regulatory scrutiny.
Israeli cyber startup Torq raises tech funding at $1.2B valuation
Israeli cyber security startup Torq secures $140 million at a $1.2 billion valuation to boost its AI-driven security platform and expand.
Coverage
Market / Trends / North America Trends / North America Cloud Services Trends
In this section: 4 briefingsGulf 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.
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…
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.
Qatar and Gulf states pivot to secure tech supply chains
Qatar and the UAE are joining a U.S.-led push to secure global technology supply chains and strengthen ties around semiconductors and AI.
Coverage
Market / Trends / Asia-Pacific Trends / Asia-Pacific National Telecom Trends
In this section: 1 briefingSKT’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 / Global Trends / Global Regional ISP Trends
In this section: 2 briefingsLondon 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.
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 / Asia-Pacific Trends / Asia-Pacific Regional ISP Trends
In this section: 3 briefingsMalaysia’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.
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.
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 Institutional Trends
In this section: 2 briefingsInvesting 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.
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 / Asia-Pacific Trends / Asia-Pacific Cloud Services Trends
In this section: 2 briefingsSK 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.
SK Hynix ramps up chip packaging capacity in South Korea
SK Hynix plans a nearly $13 billion chip packaging plant in South Korea to support rising AI memory demand.
Coverage
Market / Trends / Europe and Middle East Trends / Europe and Middle East Cloud Services Trends
In this section: 1 briefingBatelco 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 / Global Trends / Global Datacenter Trends
In this section: 2 briefingsGlobal 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.
Trump urges Microsoft to protect consumers from AI power costs
Trump says Microsoft will make changes so Americans do not pay higher electricity bills from AI data centre energy use.
Coverage
Market / Trends / Europe and Middle East Trends / Europe and Middle East Regional ISP Trends
In this section: 3 briefingsG.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.
Iraq’s DE-CIX-powered internet exchange boosts regional connectivity
IRAQ-IXP growth to nearly 30 networks and rising traffic highlights Iraq’s emergence as a regional digital hub with lower latency access.
Openreach reports 40 % surge in full-fibre usage as traditional broadband declines
Openreach says full-fibre broadband usage rose 40 % in 2025 as FTTP traffic overtook copper-based services across the UK.
Coverage
Market / Trends / Asia-Pacific Trends / Asia-Pacific Datacenter Trends
In this section: 1 briefingEmpyrion 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
Market / Trends / Europe and Middle East Trends / Europe and Middle East National Telecom Trends
In this section: 2 briefingsUK 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.
Telefónica Tech unveils self-sovereign identity tool to anticipate EU Digital ID rules
Telefónica Tech launches a self-sovereign identity tool to help businesses manage verifiable credentials and prepare for Europe.
Coverage
Governance / CASE FILE
In this section: 3 briefingsWhy 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.
FCC revises Verizon phone unlocking rules after fraud issues
The FCC has revised Verizon’s phone unlocking policy to prevent fraud, closing loopholes that allowed criminal misuse and device trafficking.
FCC approves SpaceX plan to deploy 7,500 more Starlink satellites
FCC approves SpaceX’s plan to deploy 7,500 more Starlink satellites, expanding global broadband access.
Coverage
Market / Trends / Global Trends / Global National Telecom Trends
In this section: 4 briefingsSoftBank 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.
Vodafone idea secures AGR relief, agrees to pay ₹124 crore annually over six years
Vodafone Idea’s AGR liabilities are frozen with reduced annual payouts, helping stability now while structural.
Telefónica Tech Unveils Self-Sovereign Identity Platform
Telefónica Tech has launched a self-sovereign identity platform .
Ofcom insists sharing is caring when it comes to upper 6 GHz
Ofcom reaffirms support for flexible upper 6 GHz spectrum access to spur innovation and safeguard existing services.
