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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: 28 briefings

  1. 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.

  2. 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.

  3. Citi uses AI to speed account openings and upgrades

    Citigroup embeds AI in core systems to drive banking automation and improve efficiency.

  4. Grab taps AI to offset rising fuel costs

    Grab introduces AI features like group rides to improve efficiency and reduce costs amid economic pressure.

  5. 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.

  6. 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.

  7. Intel joins Musk’s TeraFab AI chip project

    TeraFab targets terawatt-scale AI chips as Intel backs Musk’s robotics and infrastructure ambitions.

  8. 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.

  9. Broadcom appoints Alphabet executive Amie Thuener as CFO

    Broadcom appoints Alphabet’s Amie Thuener as CFO from June 2026, following its VMware deal and growing AI demand.

  10. SpaceX delays Starship test launch by one month

    Starship test postponed as SpaceX navigates engineering complexity and approvals, showing delays remain common in aerospace innovation.

  11. Amazon targets $9bn Globalstar deal as satellite rivalry intensifies

    A potential Amazon-Globalstar deal underscores growing LEO competition, with tech giants competing to redefine global connectivity models.

  12. Russia VPN curbs trigger payment system outage

    Russia’s VPN crackdown triggered a payment outage, exposing risks to digital platforms and financial systems

  13. Leaseweb expands European cloud campus with new platform tools

    Leaseweb upgrades its cloud platform and capacity to support localised, compliant enterprise infrastructure.

  14. Amazon’s $9bn Globalstar bid targets Starlink, Apple a key factor

    Amazon’s $9bn Globalstar bid could speed up its satellite push against Starlink, with Apple adding complexity.

  15. Global video revenues to surpass $1tn by 2030

    Streaming, advertising and short-form video will push global video revenues beyond $1tn by 2030, marking a major industry shift.

  16. Amazon eyes $9bn Globalstar deal to challenge Starlink

    Amazon is in talks to acquire Globalstar for $9bn, aiming to accelerate its satellite strategy and challenge Starlink in LEO networks.

  17. Vertiv unveils CoolPhase Wall for edge cooling

    Vertiv launches compact wall-mounted cooling for edge sites in EMEA, enabling efficient, space-saving thermal management.

  18. WhatsApp warns of spyware spread via fake app

    WhatsApp warns users after a fake app spread spyware, showing how social engineering bypasses messaging platform security.

  19. Hasbro cyber probe flags rising risks for brands

    Hasbro probes a cybersecurity incident after detecting unauthorised activity, highlighting rising cyber risks for global consumer brands.

  20. SpaceX orbital data centres face harsh reality check

    SpaceX orbital data centres may face cost and maintenance hurdles similar to Microsoft’s failed subsea project.

  21. Intel deepens SambaNova AI investment plan

    Chipmaker Intel deepens ties with SambaNova through new funding, highlighting its push into AI infrastructure and alternative compute models

  22. SpaceX sets April 21 analyst day amid IPO speculation

    SpaceX sets April 21 analyst day, opening dialogue with investors as Starlink scales and IPO expectations begin to build.

  23. Oracle plans 30,000 job cuts to accelerate AI infrastructure

    Oracle plans to cut up to 30,000 jobs to fund AI and data centre expansion, signalling a major shift towards compute-driven cloud growth.

  24. Huawei boosts R&D spending to strengthen tech self-reliance

    With over CNY1.3tn invested in R&D over a decade, Huawei deepens innovation strategy to sustain competitiveness in global tech markets.

  25. Managing IPv4 portfolios: A strategic framework for ISPs and investors

    Discover how to track key metrics for IPv4 portfolio performance, from address utilisation to market trends.

  26. Nvidia invests $2bn in Marvell to power AI chips

    Nvidia invests $2bn in Marvell to expand AI chip and networking collaboration amid rising infrastructure demand.

  27. Microsoft pushes AI co-working tools with early Copilot rollout

    Microsoft expands Copilot into collaborative AI agents, but doubts remain over cost, control, and real enterprise productivity gains.

  28. Match Group settles FTC claims over OkCupid data sharing

    Match Group settles FTC claims over OkCupid data sharing, raising concerns about privacy compliance and handling of sensitive user data.

Coverage

Market / Trends / Africa Trends / Africa Regional ISP Trends

In this section: 1 briefing

  1. 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.

Coverage

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

In this section: 2 briefings

  1. 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.

  2. Mistral secures $830m debt to build Paris data centre

    Mistral AI raises $830m to build a Paris data centre, boosting Europe’s AI infrastructure ambitions.

Coverage

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

In this section: 2 briefings

  1. 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.

  2. Italy fines Intesa Sanpaolo EUR31.8m over insider data breach

    Italy's EUR31.8 million sanction against Intesa Sanpaolo is an insider-access control event, not just a privacy headline. The Garante found that a bank employee accessed banking information for thousands of customers over more than two years, including high-risk clients, while the bank's monitoring model did not detect the pattern quickly enough and later notifications understated the breach. The strategic signal is that banking privacy enforcement is moving from breach reporting into the design of internal query rights, monitoring thresholds, escalation and customer communication.

Coverage

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

In this section: 1 briefing

  1. 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.

Coverage

Market / Trends / Global Trends / Global Institutional Trends

In this section: 1 briefing

  1. RIR Policy Risk: The Hidden Threat to Your IP Assets

    When Nortel Networks filed for bankruptcy in 2009, its most valuable digital asset was 666,624 IPv4 addresses.

Coverage

Market / Trends / Global Trends / Global Datacenter Trends

In this section: 1 briefing

  1. Investors push Big Tech to disclose data centre resource use

    Big Tech faces scrutiny over data centre resource use as AI growth drives environmental and regulatory risks.

Coverage

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

In this section: 4 briefings

  1. DeepSeek V4 runs on Huawei chips

    DeepSeek’s V4 AI model will run on Huawei chips, highlighting China’s push to integrate domestic semiconductors and AI systems.

  2. China chipmakers take 41% domestic AI accelerator market

    China’s AI accelerator server market is shifting as local vendors gain 41% share, accelerating self-reliant computing infrastructure.

  3. Australia taps Anthropic for AI safety, economic data push

    Australia signs AI MoU with Anthropic, combining safety research and economic data to shape regulation. A model for global AI governance.

  4. North Korea-linked hack hits core internet software supply chain

    A North Korea-linked hack targets core software components, raising urgent concerns over global supply chain security.

Coverage

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

In this section: 1 briefing

  1. US moves to expand curbs on Chinese tech gear

    Proposed US restrictions on Chinese equipment could reshape telecom and data infrastructure markets worldwide.

Coverage

Market / Trends / Global Trends / Global Regional ISP Trends

In this section: 1 briefing

  1. Sparkle delivers global IP Transit to power EdgeNext network

    Sparkle partners EdgeNext to deliver global IP Transit, boosting edge performance and low-latency delivery.

Coverage

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

In this section: 2 briefings

  1. UK altnets face pressure as fibre market matures

    Britain’s fibre market matures as overbuild, flat broadband growth and funding constraints push alternative operators towards consolidation.

  2. CityFibre launches 8.5Gbps to lift UK broadband standard

    CityFibre launches 8.5Gbps broadband, raising UK speed standards and intensifying ISP competition in multi-gig fibre networks.

Coverage

Market / Trends / Global Trends / Global National Telecom Trends

In this section: 1 briefing

  1. Vodafone warns low digital confidence in seniors stalls growth

    Vodafone says seniors’ digital confidence gap is constraining economic participation, urging education and collaboration to boost inclusion.

Coverage

Governance / RIR Watchdog / AFRINIC / Story

In this section: 1 briefing

  1. Double Extraction: The Hidden Cost of RIR Governance

    AFRINIC’s US$100 liability cap reflects a structural flaw across all five RIRs. RIR users face double extraction: suppressed asset value plus full exposure to registry risk.

Coverage

Governance / History

In this section: 1 briefing

  1. How Lito Ibarra Connected El Salvador and Shaped Global Governance

    Lito Ibarra’s story reveals how the internet was built from scratch and why its governance now struggles at global scale

Coverage

Market / Trends / North America Trends / North America National Telecom Trends

In this section: 1 briefing

  1. AT&T signs $2bn deal to strengthen FirstNet emergency network

    AT&T invests in FirstNet resilience with a $2bn deal, upgrading emergency telecom systems for over 31,000 agencies across the US.

Coverage

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

In this section: 1 briefing

  1. Nokia wins Virgin Media O2 5G RAN deal for UK network

    Nokia signs 5G RAN deal with Virgin Media O2 to accelerate UK network transformation and strengthen market position.

Coverage

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

In this section: 1 briefing

  1. Vodafone Idea taps 1.6Tbps optics for 5G surge

    Vodafone Idea deploys 1.6Tbps optical technology to boost capacity, signalling a shift to ultra-high-capacity telecom networks in India.