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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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Company coverage maps execution patterns across multiple infrastructure contexts.
Cloud, telecom, datacenter, institutional, and operator profiles remain the core structure.
Company profile pages identify the organisation, operating footprint, evidence, customer dependency, and market relevance; company-related event coverage remains separate.
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4,812 articles
Asia-Pacific Cloud Services
One ASN, Many Owners: How Thanh Trang's Address Space Rides on a Routing Hub It Does Not Control
One ASN, Many Owners: How Thanh Trang's Address Space Rides on a Routing Hub It Does Not Control intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure…
Europe and Middle East Cloud Services
Allianz Technology's Ledger: What €3.42 Billion and 10,688 Employees Say About an AI-First Insurer's Tech Arm
Allianz Technology SE is the entity that runs the IT for the world's largest insurer's operating companies, and its 2026 statutory filing is the first dated, quantified record of what that actually costs — and what it employs.
Global Institutional
Allianz Technology's Agentic Pivot: The Operating Model Behind the 80% Number
Allianz Technology SE spent 2022 and 2023 building and insourcing a global SD-WAN estate, then spent 2025 and 2026 retrenching headcount under a cost programme. The newest layer of the public record is different in kind: a described operating model for putting AI agents into…
Europe and Middle East Datacenter
Mistral Compute's Other Layers: An AS With One Peering Port, and a Grid Line Still in the Ground
Previous BTW reporting on Mistral Compute sorted its megawatt ledgers, traced its $830 million debt structure and audited its execution evidence. Two layers remained largely untouched: how the cluster connects to the internet, and how it connects to the grid. Both now have dated…
Asia-Pacific Cloud Services
Thanh Trang Cloud Computing and Technology Company Limited: an RPKI-valid route that does not belong to the company
A Vietnamese cloud-computing company owns an autonomous-system number, an IPv4 /23 and an IPv6 /48. None of that routing is its own: the only route that reaches the internet from its address space is announced, and cryptographically protected, by a different operator entirely.
Global Cloud Services
Oracle's Non-OpenAI Ledger: What the Meta Deal and the Four-Customer Wave Actually Verify
A $664 billion backlog reads as diversification only if customers can be counted. Oracle's public record lets you count to one.
Global Cloud Services
The per-prefix answer: what each of Datamatix's remaining /24s actually serves
The per-prefix answer: what each of Datamatix's remaining /24s actually serves 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
Meta's $279 Billion Bet on Leases, Not Yet On Data Centers
Meta has committed roughly $279 billion to data-center leases that have not even begun. This longform examines what that financing structure actually buys, where announced capacity ends and operating capacity begins, and why the gap between the two registers is where delivery…
Europe and Middle East Institutional
Allianz's Cloud Story Lives in One Thai Subsidiary, Not the Group
A vendor case study about Allianz Ayudhya's AWS migration is the only dated, quantified cloud-adoption record publicly attached to Allianz's modernization push. Three years into a stated 75%-by-2025 cloudification target, the group itself has published no group-wide number…
Europe and Middle East Regional ISP
Novacloud's AS209874: A Routing Footprint the Mirrors Can't Agree On
Novacloud's AS209874: A Routing Footprint the Mirrors Can't Agree On 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.…
Latin America and Caribbean Datacenter
AI Brazil's Record Two Weeks Later: One Unmoved /22, a Ledger That Reaches Further Back, and the Same Judicial-Recovery Footnote
AI Brazil's Record Two Weeks Later: One Unmoved /22, a Ledger That Reaches Further Back, and the Same Judicial-Recovery Footnote intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market…
North America Cloud Services
Lowest Host/Empire Technology LLC: A Two-Decade Budget Host, a Changed Registry Record, and the Economics of Staying Invisible
Lowest Host/Empire Technology LLC: A Two-Decade Budget Host, a Changed Registry Record, and the Economics of Staying Invisible intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market…
Europe and Middle East Cloud Services
NovaCloud-Hosting's paperwork does not match its storefront: the commercial-legal trace BTW had not yet examined
NovaCloud-Hosting presents one commercial face to customers, but the Portuguese registry, the LEI record and the operator's own checkout pages tell a different story about what kind of company is actually selling the hosting. This briefing reads that paperwork layer — the part of…
Asia-Pacific Regional ISP
AS151194 and AS203837: the registry record contradicts the directory association
AS151194 and AS203837: the registry record contradicts the directory association 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 Cloud Services
NovaCloud-Hosting's own surfaces contradict themselves: an InStock storefront, a closed-review Trustpilot page and two disagreeing status pages
NovaCloud-Hosting's own surfaces contradict themselves: an InStock storefront, a closed-review Trustpilot page and two disagreeing status pages intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional…
Europe and Middle East Institutional
What DFKI Actually Operates: Named Systems, Dated Testbeds, and the Numbers That Don't Reconcile
Germany's largest AI research institute is usually described by its aggregate statistics — departments, staff, spin-offs — most of which are self-reported and, as this article documents, internally inconsistent. A different picture emerges when the question is narrowed to…
Europe and Middle East Institutional
Who Announces NATO Logistics Address Space? Inside NSPA's AS210872 Split Routing Story
Who Announces NATO Logistics Address Space? Inside NSPA's AS210872 Split Routing Story intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences…
Global Cloud Services
NovaCloud-Hosting's registry administration is split across three maintainers: who actually runs the operator's record?
NovaCloud-Hosting's registry administration is split across three maintainers: who actually runs the operator's record? intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and…
Latin America and Caribbean Datacenter
One Brand, Two CNPJs, One /22: What the Public Record Actually Says About AI Brazil's "AI Datacenter"
One Brand, Two CNPJs, One /22: What the Public Record Actually Says About AI Brazil's "AI Datacenter" intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure…
Global Datacenter
Who actually runs inside Datamatix's 212.236.10.0/24: the service layer the registry cannot answer
Who actually runs inside Datamatix's 212.236.10.0/24: the service layer the registry cannot answer intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure…
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Global
Multi-region operators with cross-RIR strategic footprint.
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North America
ARIN-region member companies and infrastructure operators.
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Europe and Middle East
RIPE NCC-region member companies and operators.
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Asia-Pacific
APNIC-region member companies and operators.
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Latin America and Caribbean
LACNIC-region member companies and operators.
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Africa
AFRINIC-region member companies and operators.