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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.
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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
Europe and Middle East Regional ISP
The Name on the Network: What a RIPE Role Object Does and Does Not Say About ER-Telecom's Ufa Branch
The Name on the Network: What a RIPE Role Entity Does and Does Not Say About ER-Telecom's Ufa Branch intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure…
Global Cloud Services
Oracle's financing stack is now the story: what is effective, what is conditional, and where it can break
Oracle has spent a decade converting an enterprise-software annuity into a hyperscaler's capital bill. By the end of its fiscal first quarter, which closed on August 31, 2026, the conversion machinery itself had become the investable fact. The company had raised the equity and…
Europe and Middle East Cloud Services
AlmazCloud's Commercial Story Meets the Routing Record: What AS210328 Can Actually Sell
AlmazCloud's Commercial Story Meets the Routing Record: What AS210328 Can Actually Sell intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences…
Europe and Middle East Cloud Services
AlmazCloud's AS210328: What the Routing Record Now Shows — and What It Still Doesn't
AlmazCloud's AS210328: What the Routing Record Now Shows — and What It Still Doesn't intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences…
Latin America and Caribbean Datacenter
One Name, Two Registry Identities: What AS267241 Actually Says About AI Brazil Technologies & Datacenter
One Name, Two Registry Identities: What AS267241 Actually Says About AI Brazil Technologies & Datacenter intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the…
Europe and Middle East Regional ISP
TERRATELECOM-AS: What the Registry Actually Says Behind a Thin Directory Card
TERRATELECOM-AS: What the Registry Actually Says Behind a Thin Directory Card 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…
Europe and Middle East Regional ISP
AS210837: The Routing Record ROYA Left Behind — Who Controlled a Vanishing Network Footprint
AS210837: The Routing Record ROYA Left Behind — Who Controlled a Vanishing Network Footprint intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure…
Asia-Pacific Datacenter
The Ledger Says Cloud. The Routing Table Says Otherwise: Reading AS2042 as Deployed Evidence
The Ledger Says Cloud. The Routing Table Says Otherwise: Reading AS2042 as Deployed Evidence intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure…
Global Regional ISP
Continuity Without Attribution: What AS210057's Quiet Quarter Reveals—and Still Hides
Continuity Without Attribution: What AS210057's Quiet Quarter Reveals—and Still Hides intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences…
Europe and Middle East Regional ISP
DATAMATIX and AS210973: Closing the Evidence Chain From Registry Record to Operating Business
DATAMATIX and AS210973: Closing the Evidence Chain From Registry Record to Operating Business 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 Regional ISP
Vorboss After the Founder: What Has Actually Changed in Control, Cash and Claims
Vorboss Limited's registered control has not moved since 27 November 2020, when Fern Fibre Limited became its sole person with significant control holding 75% or more of shares and votes and the right to appoint or remove directors, the same day founder Tim Creswick's own…
Global Cloud Services
DFINFRA Is a Registry Contact Role, Not a Carrier: Reading AS210860 Against the Registry
DFINFRA Is a Registry Contact Role, Not a Carrier: Reading AS210860 Against the Registry intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences…
Asia-Pacific National Telecom
China Tower's 1H2026 profit grew on depreciation, not on operations
China Tower reported a 30.1% rise in attributable profit and a 44.3% higher interim dividend for the first half of 2026 while revenue, EBITDA and operating cash flow all fell. The bridge between those two directions is a smaller non-cash charge, and the cash statement does not…
North America Datacenter
Vertiv: AI racks are priced on power and thermal, and the record says performance — not demand backlog — is quantified
In a liquid-cooled AI rack, the silicon is no longer the first failure mode. Power conversion, coolant distribution and heat rejection set the deployment ceiling — and Vertiv's own disclosures let readers test whether the supplier layer is shipping at that pace, not merely…
Europe and Middle East Cloud Services
Nebius counts power in gigawatts; its revenue still arrives in megawatts
Nebius Group N.V. reported 454% revenue growth on 12 August 2026 and raised its contracted-power target to 5GW by the end of 2026. The company's own disclosures draw a sharp line between that procurement commitment, the power actually connected to equipped data centres, and the…
North America National Telecom
Array Digital Infrastructure’s tower rent book is now the whole company
The Verizon spectrum sale closed on 1 June 2026, and TDS withdrew its take-private proposal on 1 September 2026. What is being tested now is whether a 4,456-tower rent book and a $1.58 billion C-Band-heavy licence stub can carry the company without another parent-led transaction.
Asia-Pacific Cloud Services
AS211392: the measurement gap at softbank DREAM CLOUD INNOVATION LIMITED
AS211392: the measurement gap at softbank DREAM CLOUD INNOVATION LIMITED 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…
North America National Telecom
Array Digital Infrastructure: two closed sales, one pending, and a rent book split in two
What the company formerly known as UScellular has already converted into cash is documented. What it has not yet converted, and what it kept to earn from, is where the argument now sits.
North America Cloud Services
CoreWeave's Backlog Is a Delivery Promise, Not Revenue
CoreWeave closed June 2026 with roughly $104 billion of contracted revenue backlog and $2.575 billion of revenue for the quarter. The distance between those two numbers is the company's real operating problem, and CoreWeave's own disclosure language says where it sits: backlog…
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.
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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.