Briefing Desk
Latest Briefings
Concise reporting on the developments shaping internet governance and infrastructure. Browse each area for recent news, context and watchpoints.
Meta secures $13bn El Paso data centre financing
Morgan Stanley and JPMorgan structure $13bn funding for Meta’s 1GW AI facility in Texas.
O2 Business launches after Virgin Media O2 and Daisy merge
O2 rebrands enterprise arm as O2 Business after Virgin Media O2 and Daisy merger, targeting UK IT complexity issues.
AI agent adoption outpaces enterprise governance
Okta reports AI agent adoption far outpacing governance, exposing identity control gaps across enterprises.
OneAdvanced Wraps AI Execution in ISO Governance
OneAdvanced launches IQ embedding ISO42001 governance into AI workflows to unify enterprise systems and data control.
Angola Cables closes South Atlantic cable ring
Angola Cables builds a South Atlantic cable ring, linking Africa and Brazil while reducing latency and diversifying global traffic routes.
ZincFive targets AI data centre power surges under EU rules
ZincFive positions NiZn battery UPS tech for AI workloads as EU policy drives sustainable data centre design choices.
Foxconn launches PEARL satellites via Falcon 9
Foxconn launches PEARL-1A and PEARL-1B LEO satellites via SpaceX Falcon 9 for payload testing in communication and space science.
Indosat posts record IDR 15.2 trillion revenue, credits AI strategy
Indosat reports record revenue driven by AI personalisation and expands its AI, cloud and fibre infrastructure stack.
AVK launches PowerPod modular data centre system
AVK launches PowerPod modular system integrating full power train for hyperscale and AI data centres, now available in UK and EU.
AllPoints Fibre appoints Walker as CEO after Kelly's exit
AllPoints Fibre names Mark Walker CEO as Ronan Kelly exits, adding new CTO to drive Aquila platform commercial rollout.
AI drives Q1 cloud spend to $128.6bn, up 35%
AI demand pushed Q1 cloud spend to $128.6bn with 35% growth, led by AWS, Microsoft and Google Cloud dominance.
US halts chip equipment shipments to Hua Hong fabs
US orders chip equipment suppliers to halt shipments to Hua Hong fabs, tightening export controls on China’s upgrade-capable semiconductor sites.
OpenAI explores AI smartphone with Qualcomm and MediaTek
Kuo report says OpenAI is designing AI-native smartphone with Luxshare, targeting 2028 production and chip collaboration.
Vertiv acquires Strategic Thermal Labs to strengthen liquid cooling
Vertiv acquires Strategic Thermal Labs to strengthen cold-plate and liquid cooling capabilities for AI data centres.
EU expands DMA scope to cloud and AI services
EU expands Digital Markets Act to cloud and AI, targeting Big Tech competition in infrastructure and AI services.
Seagate forecasts Q4 revenue of $3.45bn amid AI demand
Seagate issued upbeat Q4 guidance after strong results, citing AI-driven demand for enterprise storage systems.
SAS Launches Quantum Lab on Viya Q4
SAS launches Quantum Lab for Viya customers as survey data shows real-world use cases now top quantum AI adoption barriers.
Pantheon Atlas unveils €50bn Croatian AI data centre campus
Pantheon Atlas unveils a €50bn AI data centre campus in Croatia with 1GW capacity, targeting hyperscale AI deployment from 2027.
Data sovereignty’s practical reality: Why law matters more than localisation
Lu Heng argues data sovereignty cannot be achieved by technical localisation alone; legal frameworks and interoperability are essential.
IPv4 Scarcity and its economic impact on ISPs
How IPv4 address exhaustion is reshaping ISP business models and network investment amid slow IPv6 adoption and premium address pricing.
Regional Internet Registries (RIRs)
An examination of Regional Internet Registries’ cost structures and the debate over compulsory fees versus core technical functions.
Calls grow for overhaul of internet governance amid centralisation concerns
As global internet governance comes under scrutiny, experts highlight risks of centralised control and advocate structural change.
IPv4 as an Investment Asset: Upper Potential
Examining whether scarce IPv4 addresses can be treated as investment assets amid rising market demand and structural barriers.
IPv4 investment strategies for forward-thinking ISPs
Discover how forward-thinking ISPs use IPv4 investment strategies to manage scarce address resources and support network growth.
IPv4 Scarcity and its impact on Network Expansion
IPv4 scarcity now shapes how ISPs expand networks, acquire address space and plan infrastructure growth in a limited address market.
IPv4 pricing starts with policy, provenance and net proceeds
An IPv4 block is not priced by prefix length alone. Transfer eligibility, registry history, routing and reputation evidence, transaction costs and the seller’s alternative use determine what a quoted price is actually worth.
Telehouse Europe appoints Pestridge managing director
Telehouse Europe appoints Mark Pestridge as managing director amid leadership reshuffle and Docklands expansion.
Verizon raises outlook after Q1 rebound
Verizon raised full-year guidance after Q1 revenue growth, higher EPS and its first positive postpaid phone adds in 13 years.
NTT targets 1GW data centre capacity by 2033
NTT plans to triple data centre capacity to 1GW by 2033 under its AI-native network strategy in Japan.
NUWAVE integrates Tollring analytics into iPILOT UC platform
NUWAVE integrates Tollring Analytics 365 into UC platforms to enhance visibility across Microsoft Teams, Webex and Zoom environments.
BT launches UK sovereign cloud and AI bundle
BT launched the UK’s first sovereign portfolio combining cloud, AI, connectivity and voice for regulated sectors.
DeepSeek launches V4 model with Huawei chips
DeepSeek launches V4 preview model using Huawei chips, shifting from Nvidia reliance in training architecture.
Applied Digital locks $7.5bn 15-year hyperscaler lease deal
Applied Digital has signed a $7.5bn, 15-year hyperscaler lease for 300MW at its Delta Forge 1 data centre in the US.
Tokyo Electron cuts China-linked executive ties
Tokyo Electron cuts ties with China-linked executive over investment links to rival chip tool startups.
Vantage Strengthens Leadership for AI Expansion
Vantage Data Centres appoints new HR and EMEA leaders to strengthen hyperscale data centre expansion driven by AI demand.
Nokia AI and cloud orders top €1bn as hyperscaler demand surges
Nokia’s AI and cloud business is accelerating sharply, with hyperscaler-driven demand pushing fibre-based data centre infrastructure into a new growth phase.
CMA reviews nexfibre's £2bn bid for Substantial Group
UK regulators open early scrutiny of a £2bn fibre deal that could reshape broadband competition and test consolidation limits across the altnet market.
Huawei commits $10bn over five years to smart-driving compute
Huawei is scaling up investment in computing infrastructure for autonomous driving, reinforcing its position in China’s fast-converging AI and automotive technology stack.
Cisco unveils universal quantum switch prototype for networked quantum systems
Cisco has introduced a Universal Quantum Switch designed to route and translate quantum information across different quantum computing architectures over standard telecom fibre.
SAP cloud revenue rises 19% as subscriptions turn profitable
SAP reported stronger-than-expected first-quarter profit growth, driven by rising cloud demand and improving revenue visibility from long-term enterprise contracts.
How IPv4 scarcity drives strategic partnerships
IPv4 scarcity is reshaping ISP strategy, driving partnerships and turning IP addresses into high-value digital assets
Ericsson and Freshwave launch shared indoor 5G platform in the UK
Ericsson and Freshwave unveil a shared indoor 5G model in the UK, promising seamless multi-operator coverage and lower deployment costs.
AI demand reaches analog chips as Texas Instruments raises forecast
Texas Instruments delivers stronger-than-expected guidance, as a 90% surge in data centre demand signals AI infrastructure is reshaping broader semiconductor cycles.
Tesla to use Intel 14A process for Terafab AI chip production
Tesla plans to use Intel’s 14A manufacturing process for its Terafab programme, signalling early alignment between the automaker’s AI chip ambitions and Intel’s next-generation foundry roadmap.
Coffee firms use AI and satellites to map supply-chain deforestation
Coffee firms launch satellite AI system to track deforestation risks and improve supply chain transparency globally.
SpaceX warns AI space data centres may not be viable in IPO filing
SpaceX has cautioned in IPO filings that its proposed orbital AI data centres rely on unproven technologies and face significant technical and commercial risks.
EdgeCore secures $1.5bn to expand US data centre capacity
EdgeCore Digital Infrastructure raises major financing to scale hyperscale data centres, reflecting surging AI-driven demand for power and capacity.
Microsoft faces $2.8bn UK class action over cloud licensing
UK court allows class action alleging Microsoft cloud licensing inflates rival platform costs, raising concerns over cloud market competition.
Deutsche Telekom weighs full T-Mobile buyout as valuation gap widens
Deutsche Telekom considers full T-Mobile combination to address valuation imbalance and simplify structure as US unit drives growth and investor focus.
Forge Nano to list on Nasdaq via $1.6bn SPAC merger
US semiconductor materials firm Forge Nano plans a SPAC listing, seeking funds to scale production as AI-driven chip demand accelerates globally.