Latest Briefings - Page 96

Apr 23, 2026, 10:57 AM UTC
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.
Apr 20, 2026, 12:17 PM UTC
AI data centre power use to triple by 2030, IEA warns
IEA says surging AI demand is straining grids, while accelerating investment in nuclear and renewable energy solutions.
Apr 15, 2026, 11:02 AM UTC
TIA expands beyond telecom with first AI data centre standards
TIA introduces AI-focused data centre frameworks, signalling a shift from telecom infrastructure to AI-driven systems.
Apr 15, 2026, 10:41 AM UTC
Core AI and Allianca form JV to speed AI data centre
Core AI and Allianca form JV to accelerate AI data centre builds by integrating planning and execution to cut delays.
Apr 15, 2026, 04:12 AM UTC
Veolia targets €1bn data centre clean tech by 2030
Veolia targets €1bn data centre revenue by 2030, expanding clean tech in water, energy and waste for AI-driven growth.
Apr 15, 2026, 02:55 AM UTC
Big Tech locks in nuclear power to sustain AI growth
Big Tech secures nuclear power deals as AI drives record electricity demand and strains data centre infrastructure.

Apr 23, 2026, 10:38 AM UTC
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.
Apr 23, 2026, 10:28 AM UTC
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.
Apr 22, 2026, 11:35 AM UTC
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.
Apr 21, 2026, 11:58 AM UTC
Cisco unveils sovereign infrastructure portfolio for EMEA
Cisco launches sovereign critical infrastructure portfolio across EMEA, giving governments and regulated industries greater control over secure digital systems.
Apr 21, 2026, 11:45 AM UTC
Launch setback raises pressure on AST SpaceMobile's D2D rollout
AST SpaceMobile's BlueBird 7 loss is not just a launch mishap; it is a timing signal for a direct-to-device network whose value depends on satellite count, regulatory clearance, partner conversion and launch cadence moving together. The April 19, 2026 New Glenn 3 mission left BlueBird 7 in an orbit too low for sustained operations, and AST SpaceMobile said the satellite would be de-orbited while keeping its 2026 deployment target. The pressure now shifts to execution: whether the next Falcon 9 mission, manufacturing flow and commercial approvals can absorb the missing spacecraft without stretching the service ramp.
Apr 20, 2026, 12:14 PM UTC
Google in talks with Marvell to co-develop AI inference chips
Alphabet’s Google is reportedly working with Marvell Technology on new custom chips aimed at improving AI inference efficiency, as it seeks to strengthen its in-house silicon strategy and challenge Nvidia’s dominance in AI hardware.
Apr 16, 2026, 12:18 PM UTC
Jane Street signs $6bn CoreWeave AI cloud deal
CoreWeave expands AI cloud dominance as Jane Street commits $6bn for long-term GPU infrastructure access.
Apr 15, 2026, 08:00 AM UTC
Anthropic adds Novartis CEO Vas Narasimhan to board
AI firm Anthropic adds Novartis chief to board, deepening ties between artificial intelligence and life sciences.
Apr 10, 2026, 11:10 AM UTC
FCC moves to ease satellite power limits
FCC proposes easing satellite power limits to support NGSO growth and manage interference risks in evolving space networks.
Apr 10, 2026, 11:00 AM UTC
Meta deepens AI cloud push with $21bn CoreWeave deal
Meta signs $21bn CoreWeave deal to secure AI cloud capacity through 2032 amid rising demand for AI infrastructure.
Apr 9, 2026, 11:19 AM UTC
Anthropic launches Project Glasswing with Nvidia and Cisco for AI security
A multi-vendor initiative led by Anthropic highlights growing coordination to define enterprise AI and network security standards.
Apr 9, 2026, 10:52 AM UTC
Citi uses AI to speed account openings and upgrades
Citigroup embeds AI in core systems to drive banking automation and improve efficiency.
Apr 9, 2026, 10:40 AM UTC
Grab taps AI to offset rising fuel costs
Grab introduces AI features like group rides to improve efficiency and reduce costs amid economic pressure.
Apr 8, 2026, 10:19 AM UTC
Apple delays foldable iPhone amid AI and chip constraints
Apple delays foldable iPhone as AI progress slows and chip supply constraints impact premium hardware plans.
Apr 8, 2026, 10:17 AM UTC
Samsung Q1 profit jumps eightfold to 57.2tn won
Samsung Q1 profit jumps to 57.2tn won as AI memory demand drives strong semiconductor recovery.
Apr 8, 2026, 10:06 AM UTC
Intel joins Musk’s TeraFab AI chip project
TeraFab targets terawatt-scale AI chips as Intel backs Musk’s robotics and infrastructure ambitions.
Apr 8, 2026, 08:22 AM UTC
Uber taps Amazon’s custom AI chips for ML workloads
Uber adopts Amazon’s custom AI chips to cut costs and scale machine learning workloads across its platform.

Apr 22, 2026, 11:27 AM UTC
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.
Apr 16, 2026, 11:48 AM UTC
Maine passes first US statewide ban on large data centres
US state Maine pauses new data centre projects over 20MW, citing rising concerns over power use and local impact.
Apr 8, 2026, 08:35 AM UTC
Pimco weighs US$14bn debt deal for Oracle data centre expansion
Oracle’s data centre growth may be backed by a US$14bn Pimco financing, signalling private credit’s rising role.

Apr 22, 2026, 10:55 AM UTC
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.
Apr 22, 2026, 05:05 AM UTC
BICS deepens Google Cloud partnership for enterprise voice
BICS says its expanded Google Cloud collaboration gives enterprises PSTN connectivity in more than 40 countries, cloud numbering and SIP Link support for Google Voice migrations.
Apr 16, 2026, 12:37 PM UTC
UK telecom servers expose sensitive configuration data
Telecom operators in UK and Europe face configuration and certificate mismanagement risks across key network systems.
Apr 15, 2026, 05:55 AM UTC
Amazon acquires Globalstar for $11.6bn to challenge Starlink
Amazon agreed to acquire Globalstar in a satellite-connectivity deal that would add spectrum, satellite operations and direct-to-device capacity to Amazon Leo.
Apr 15, 2026, 02:41 AM UTC
Tesla wins EU approval for supervised self-driving in Netherlands
Dutch regulators clear Tesla’s FSD system, enabling limited deployment while requiring driver supervision across European roads.
Apr 9, 2026, 10:44 AM UTC
Greece to ban under-15s from social media from 2027
Greece plans a 2027 ban on under-15 social media use, citing anxiety and sleep risks, with potential EU regulatory impact.

Apr 22, 2026, 10:45 AM UTC
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.

Apr 22, 2026, 10:36 AM UTC
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.
Apr 20, 2026, 12:16 PM UTC
Ericsson profit dips on North America slowdown and chip costs
Ericsson reports a modest earnings miss as weaker North American demand and rising AI-driven semiconductor costs squeeze margins.
Apr 10, 2026, 11:05 AM UTC
Apple to close its first unionised US store in Maryland
Apple closes its first unionised US store in Maryland, sparking concerns over employee treatment and the future of unionisation efforts.

Apr 22, 2026, 04:57 AM UTC
IPv4 Scarcity and the RIR Poverty Penalty
BTW analysis reveals how RIR conservation policies inadvertently cement historical advantages, creating a two-tier system for emerging operators.

Apr 21, 2026, 12:22 PM UTC
Clarifai deletes OkCupid data after FTC probe
Clarifai has deleted millions of OkCupid images and AI models after US regulator scrutiny over data use.

Apr 21, 2026, 12:01 PM UTC
Verizon brings private 5G to remote reality TV production
Verizon has deployed a temporary private 5G network in remote terrain to support a reality TV production, enabling high-capacity live video, secure connectivity and faster post-production workflows.

Apr 20, 2026, 12:18 PM UTC
UK AI boom risks fibre bottleneck, warns Neos Networks CEO
Neos Networks chief Lee Myall says Britain’s AI ambitions depend more on fibre connectivity than on compute capacity.
Apr 15, 2026, 03:15 AM UTC
Altibox backs 512Tbps Verena cable linking UK and Denmark
Altibox joins Verena subsea cable delivering 512Tbps capacity between UK and Denmark, targeting North Sea congestion by 2028.
Apr 15, 2026, 03:04 AM UTC
Bidders line up for €8bn XPFibre deal
Investors target XPFibre in an €8bn fibre deal as demand for stable telecom infrastructure assets grows across Europe.

Apr 20, 2026, 12:15 PM UTC
Beijing builds Satellite Town to boost space sector
Beijing is building a dedicated Satellite Town to consolidate its fast-growing commercial space sector, with core facilities due for completion in 2026 as China pushes towards large-scale orbital infrastructure.
Apr 15, 2026, 02:16 AM UTC
Japan approves $4bn more for Rapidus chips
Japan adds ¥631.5bn to Rapidus, lifting total chip R&D support to ¥2.354tn as it rebuilds domestic semiconductor capacity.

Apr 16, 2026, 12:06 PM UTC
Nokia builds SkyFiber fibre network in rural Nevada
Nokia wins SkyFiber deal to deploy fibre infrastructure across rural Nevada under US broadband expansion plans.

Apr 15, 2026, 03:32 AM UTC
Africa Data Centres boosts SA connectivity with Oni-Tel
Africa Data Centres partners Oni-Tel to deploy dark fibre and boost connectivity across South Africa’s data centre hubs.

Apr 13, 2026, 12:08 PM UTC
The Bookkeeper’s Gambit – RIR Legitimacy Debate
A fierce debate over RIR legitimacy unfolds as AFRINIC’s dispute exposes deeper structural risks in global internet governance.

Apr 10, 2026, 11:02 AM UTC
OpenAI pauses UK data centre plans as energy costs bite
OpenAI pauses Stargate UK data centre project as high energy costs and regulation challenge AI infrastructure investment.
Apr 9, 2026, 10:59 AM UTC
TikTok to build €1bn second data centre in Finland
TikTok expands European infrastructure with a second Finnish data centre, scaling capacity and strengthening compliance efforts.

Apr 9, 2026, 11:26 AM UTC
Digital Realty and IXPN Launch Nigeria IXP
Lagos IXP launch by Digital Realty and IXPN boosts local traffic exchange and reduces reliance on international bandwidth routes.