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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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Asia-Pacific National Telecom
Indus Towers: Control Is Settled, the Cash Is Not
Vodafone Group is out, Bharti Airtel holds about 51%, and shareholders have approved a Rs 14 dividend. But the economics of India's listed tower operator still run through a credit-stressed tenant's payment behaviour, and the accounts show where the mechanism can break.
Africa National Telecom
Libya's self-declared gateway operator does not appear in the measured record of the country's 2025 shutdown
The Libyan International Telecommunication Company presents itself as Libya's single international gateway. The independent measurement of 16 May 2025 names four Libyan access networks — none of them the gateway, and one of them under a name that matches no corporate identity the…
Global Datacenter
Iron Mountain Data Centers: how 452 megawatts become $204 million a quarter — and where the chain stalls
A listed REIT's data-centre arm reports $204 million of quarterly revenue from a portfolio that is 97% leased, with 203 MW under construction and 685 MW still held for development. The interesting question is not the growth rate. It is what has to happen, in sequence, before an…
Asia-Pacific National Telecom
Airtel's FY26: record operating cash flow, a 34% cut in net debt, and a mobile core that barely grew
Bharti Airtel's financial year to March 2026 reads less as a growth story than as a balance-sheet one. Consolidated revenue reached Rs 210,973 crore, up 22.0% year on year, and EBITDA Rs 121,268 crore at a 57.5% margin, 300 basis points higher ([Q4 FY26 press…
Africa Institutional
South African Post Office: the rescue is ending, the statutory bill is not
On 12 June 2026 the Post Office's business rescue practitioners asked the Pretoria High Court to terminate the rescue, reporting a balance sheet returned to a positive R840 million and a loss cut from R514 million to R71 million. No order had been granted by 17 August 2026, the…
Global Cloud Services
Oracle's $664 Billion Backlog and the 1.2 Gigawatts Behind It
Oracle ended its first fiscal quarter of 2027 with $664 billion of remaining performance obligations and $7.4 billion of quarterly cloud infrastructure revenue. Between those two figures sits everything that must still be built, powered, handed over and accepted before contracted…
Asia-Pacific National Telecom
Vodafone Idea: The Orders Are Placed; the Towers Are Not Yet Standing
India's third-largest mobile operator has spent two years converting a payment calendar into time. The June 2026 quarter shows what the borrowed time has bought so far: ₹9,000 crore of equipment ordered, ₹1,930 crore of capital deployed, and a ₹35,000 crore bank facility still…
Global Cloud Services
Oracle Cloud's 131,072-GPU cluster is a fabric specification, not a schedulable size
Oracle's zettascale cluster network is documented as a three-tier Clos topology that can address 131,072 GPUs, but the company's own operational documentation caps provisioning at the host capacity actually present in the RDMA network. The gap between those two statements is…
Europe and Middle East Institutional
DFKI's Two Budgets: Testing a Public-Private AI Institute's Claim to Transfer
The German Research Center for Artificial Intelligence is usually introduced as Germany's largest AI research institute and as a non-profit public-private partnership. Both labels imply a mechanism: that public money and industrial money together push research out of the…
Africa National Telecom
Helios Towers: tenancy growth, a US$5.9bn backlog and the cash that arrived least
Helios Towers' H1 2026 report shows an operator winning the tenancy race and losing the cash-conversion race, and the gap between the two is where the investment case now lives. Tenancies rose 13%, revenue 11% and adjusted EBITDA 14%; cash generated from operations fell 16% and…
Europe and Middle East Cloud Services
OVHcloud's Strasbourg fire: the detection worked, the redundancy did not
At 00:35 on 10 March 2021 an alarm sounded in the security room of OVHcloud's Strasbourg campus. Two minutes later a guard reached the ground-floor energy room of building SBG2 and found thick black smoke. The building was evacuated at 00:39 and the fire service was called at…
North America Institutional
JPMorgan's AI data-center book: what is funded, what is only committed
A bank can announce a role, originate a loan, commit a facility and reserve against an undrawn line. Those are four different facts with four different numbers. JPMorgan Chase's public record on AI data-center finance contains all four, and collapsing them into a single exposure…
Asia-Pacific National Telecom
Vodafone Idea: The Bill Was Rewritten; the Bank's Signature Has Not Arrived
The Indian state has rescheduled most of what Vodafone Idea owes it to the 2030s and written the rest down. The Rs 35,000 crore bank facility meant to pay for the network is still a sanction in prospect, not money in the account. The operating numbers have only just stopped…
Asia-Pacific National Telecom
Optus: two planned changes, one failure path
In November 2023 a scheduled software upgrade on an international peering network preceded the collapse of a national carrier's core. Twenty-one months later, a routine overnight firewall upgrade at a single exchange blocked emergency calls for more than fourteen hours. The…
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…
Asia-Pacific National Telecom
Axiata grew more valuable by owning less of what earns
Axiata Group Berhad reports its best leverage in years and a doubled dividend, but the two operators that now supply most of its upstream cash are one-third stakes shared with a co-controlling partner, and its 2023 Nepal exit still lacked host-regulator recognition in 2026.
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…
Europe and Middle East Regional ISP
Stadtwerke München tightens control of M-net as Munich fibre becomes a shared wholesale layer
Munich's municipal utility is reported to have moved from majority owner to dominant owner of its regional carrier M-net, in the same period in which that carrier, its municipal owner and Telekom Deutschland signed a mutual wholesale arrangement over Munich's fibre. The…
Asia-Pacific National Telecom
Vodafone Idea's Binding Constraint Is a Creditor That Is Also Its Largest Shareholder
The Indian state owns 48.99% of Vodafone Idea and is, at the same time, the company's largest creditor. With bank borrowings down to Rs 211 crore, the network the operator can actually build now depends on whether operating cash flow can carry an announced Rs 45,000 crore…
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Multi-region operators with cross-RIR strategic footprint.
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ARIN-region member companies and infrastructure operators.
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RIPE NCC-region member companies and operators.
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APNIC-region member companies and operators.
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LACNIC-region member companies and operators.
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AFRINIC-region member companies and operators.