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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: 23 briefings

  1. IonQ lifts revenue guidance despite after-hours share price drop

    IonQ raises full-year revenue forecast to $260–270m amid stronger demand, despite shares falling after earnings update.

  2. HPE unifies Mist and Aruba under single autonomous networking layer

    HPE adds autonomous AI networking to Mist and Aruba with real-time remediation and self-healing functions.

  3. Anthropic commits $200bn to Google Cloud in five-year deal

    Anthropic commits $200bn to Google Cloud over five years, reshaping AI cloud backlog concentration.

  4. Lattice to acquire AMI for $1.65bn

    Lattice Semiconductor will acquire AMI for $1.65bn to expand firmware and system-level capabilities across cloud and AI infrastructure.

  5. AI agent adoption outpaces enterprise governance

    Okta reports AI agent adoption far outpacing governance, exposing identity control gaps across enterprises.

  6. OneAdvanced Wraps AI Execution in ISO Governance

    OneAdvanced launches IQ embedding ISO42001 governance into AI workflows to unify enterprise systems and data control.

  7. 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.

  8. 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.

  9. 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.

  10. 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.

  11. 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.

  12. 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.

  13. 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.

  14. 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.

  15. 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.

  16. 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.

  17. 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.

  18. 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.

  19. 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.

  20. 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.

  21. DeepSeek launches V4 model with Huawei chips

    DeepSeek launches V4 preview model using Huawei chips, shifting from Nvidia reliance in training architecture.

  22. 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.

  23. 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.

Coverage

Market / Trends / Global Trends / Global Datacenter Trends

In this section: 8 briefings

  1. Eletronet expands Brazilian edge data centre network to 255 sites

    Eletronet showcased AI-ready fibre and edge infrastructure at ITW 2026 with 1.6Tb/s optical capability.

  2. Anthropic takes full SpaceX Memphis data centre capacity

    Anthropic secured SpaceX compute capacity to expand Claude Code and enterprise AI services.

  3. Hut 8 Signs $9.8bn Texas AI Data Centre Lease

    Hut 8 signs a $9.8bn AI data centre lease in Texas, expanding long-term contracted computing capacity significantly.

  4. nLighten appoints CEO and CFO for European edge growth

    nLighten appoints Dawn Childs and Matthew Harris to lead European edge data centre expansion amid rising AI demand.

  5. Meta secures $13bn El Paso data centre financing

    Morgan Stanley and JPMorgan structure $13bn funding for Meta’s 1GW AI facility in Texas.

  6. 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.

  7. 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.

  8. 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.

Coverage

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

In this section: 4 briefings

  1. 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.

  2. Telehouse Europe appoints Pestridge managing director

    Telehouse Europe appoints Mark Pestridge as managing director amid leadership reshuffle and Docklands expansion.

  3. 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.

  4. 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.

Coverage

Market / Trends / Africa Trends / Africa Cloud Services Trends

In this section: 1 briefing

  1. 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.

Coverage

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

In this section: 1 briefing

  1. 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.

Coverage

Market / Trends / Global Trends / Global Regional ISP Trends

In this section: 4 briefings

  1. 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.

  2. 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.

  3. 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.

  4. How IPv4 scarcity drives strategic partnerships

    IPv4 scarcity is reshaping ISP strategy, driving partnerships and turning IP addresses into high-value digital assets

Coverage

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

In this section: 3 briefings

  1. 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.

  2. Tokyo Electron cuts China-linked executive ties

    Tokyo Electron cuts ties with China-linked executive over investment links to rival chip tool startups.

  3. 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.

Coverage

Governance / CASE FILE

In this section: 1 briefing

  1. Regional Internet Registries (RIRs)

    An examination of Regional Internet Registries’ cost structures and the debate over compulsory fees versus core technical functions.

Coverage

Governance / Number Resource Society

In this section: 1 briefing

  1. 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.

Coverage

Market / Trends / Global Trends / Global National Telecom Trends

In this section: 1 briefing

  1. 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.

Coverage

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

In this section: 1 briefing

  1. 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.

Coverage

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

In this section: 1 briefing

  1. 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.

Coverage

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

In this section: 1 briefing

  1. 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.