Global Companies
Global Companies
Global company intelligence maps internet infrastructure operators, cloud service providers, telecom networks, data centre companies, registries, alliances, standards bodies, and institutional market actors across global internet infrastructure markets.
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1,933 articles
Global Cloud Services
Who pays for Oracle's AI build-out: $11.4 billion of customer prepayments against $260 billion of leases
Oracle's $664 billion backlog is not one funding story but several stacked on top of each other: money customers have already paid, hardware customers have bought themselves, leases Oracle has signed but not yet commenced, and debt it has already raised. Reading the quarter means…
Global Cloud Services
Oracle's AI fleet: 97.9% utilisation, a 20% premium on four-year-old GPUs, and three 1 GW sites still dark
For a year, Oracle's AI infrastructure story has been told as a gap — the distance between the contracts the company has signed and the electricity it has switched on. Oracle's own operating numbers now support a sharper question. In the quarter it labels Q1 FY27, the company…
Global Cloud Services
Oracle Cloud's AI build-out: contracted backlog runs ahead of energised capacity
Oracle closed the first quarter of its 2027 fiscal year with $664 billion of remaining performance obligations on its books and a statement that it had delivered 850 megawatts of AI compute capacity to customers during the same three months. Read together, those two numbers…
Global Cloud Services
Cloudflare R2’s zero-egress price is not a zero-cost exit
Cloudflare lists no charge for outbound transfer from R2 and documents a way to copy entities out. The remaining economic question is what customers must spend—and successfully operate—to turn that export into a working replacement.
Global Cloud Services
Cloudflare’s 2022 outage: rollback did not prove independent failover
Cloudflare’s 21 June 2022 outage shows why geographically distributed capacity can still share one failure surface: rollback restored service, while the public record does not show that an independent path carried the load.
Global Regional ISP
ROYA’s AS210837: What Would Prove Operational Control and Durable Repair?
ROYA’s AS210837: What Would Prove Operational Control and Durable Repair? intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may…
Global Cloud Services
Genesis Cloud’s Network Control Plane: When AS209045, DNS and Peering Still Do Not Prove Reachability
Public records can describe a cloud provider’s network identity without proving that customers have an independently observable path to its applications. Genesis Cloud’s case is therefore less a question of whether one registry entry is authoritative than of whether several…
Global Cloud Services
Oracle Cloud’s automation promise meets the limits of deployment
Oracle Cloud Infrastructure is more than a transit-routing service: it offers code-driven provisioning, event-triggered operations, recovery orchestration and specialized AI capacity. The practical question is not whether these controls exist, but how much operational work they…
Global Institutional
Cisco patches exploited email-gateway flaw
Cisco has fixed an actively exploited Secure Email Gateway vulnerability, but organisations that were exposed still need to check whether attackers reached the appliance before it was patched.
Global Cloud Services
AlmazCloud’s AS210328: The Operating Chain Still Has to Be Demonstrated
AlmazCloud’s AS210328: The Operating Chain Still Has to Be Demonstrated intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow.…
Global Regional ISP
ROYA’s AS210837: The Evidence Chain Between Network Identity and Operation
ROYA’s AS210837: The Evidence Chain Between Network Identity and Operation intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may…
Global Cloud Services
AlmazCloud’s AS210328: The Operating Chain Still Has to Be Demonstrated
AlmazCloud’s AS210328: The Operating Chain Still Has to Be Demonstrated intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow.…
Global Cloud Services
AlmazCloud’s AS210328: The Operating Footprint Still Has to Be Shown
AlmazCloud’s AS210328: The Operating Footprint Still Has to Be Shown intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow.…
Global Cloud Services
AlmazCloud’s AS210328: The Operating Footprint Still Has to Be Shown
AlmazCloud’s AS210328: The Operating Footprint Still Has to Be Shown intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow.…
Global Institutional
DFINFRA and AS210860: What the Public Record Can—and Cannot—Show About Deployment
DFINFRA and AS210860: What the Public Record Can—and Cannot—Show About Deployment intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that…
Global Institutional
DFINFRA and AS210860: What Would Prove an Operating Network?
DFINFRA and AS210860: What Would Prove an Operating Network? intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow. The Global…
Global Regional ISP
ROYA’s AS210837: What Would Prove a Network Is Still Operating?
ROYA’s AS210837: What Would Prove a Network Is Still Operating? intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow. The…
Global Regional ISP
AS210833 and the evidence gap between registration and stewardship
AS210833 and the evidence gap between registration and stewardship intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow. The…
Global Institutional
DFINFRA and AS210860: The Evidence Stops Before Operational Control
DFINFRA and AS210860: The Evidence Stops Before Operational Control intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow. The…
Global Institutional
INFINITYWIFI and AS210057: Who Can Correct the Record—and Who Can Remedy a Failure?
INFINITYWIFI and AS210057: Who Can Correct the Record—and Who Can Remedy a Failure? intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that…