Global Trends
Global Trends
Global market trend intelligence tracks cloud service, regional ISP, national telecom, data centre, and institutional infrastructure signals across global internet infrastructure markets. BTW.
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Global Institutional Trends
Adam Lueck and the Network No One Sees Until It Fails
Live sport is presented as a contest between athletes, but it reaches the public through a second contest behind the scenes: the effort to make temporary venues behave like dependable media and technology platforms. Adam Lueck's public record, from corroborative…
Global Institutional Trends
Brian Carpenter and the lifecycle of an IPv6 transition mechanism
Brian Carpenter’s work on 6to4 is best read not as a claim to have solved the IPv6 transition, nor as a confession that one engineer caused its failures, but as a documented cycle of technical responsibility: define an interim bridge with Keith Moore, describe what operating that…
Global Institutional Trends
Mirjam Kühne and the Work of Making Experiments Public
Between a fragile prototype shown in Moscow in 2009 and a mature publication handed to a new editor in 2020, Mirjam Kühne helped give experimental Internet-infrastructure work a public life: not by claiming the tools as her own, but by explaining why unfinished ideas…
Global Cloud Services Trends
Nebius puts GPUs and customer cash flows behind a $775m facility
Nebius's first senior secured facility shows how long-term AI capacity contracts can turn fast-depreciating hardware into financeable infrastructure, while leaving the operator with execution and covenant risk.
Global Institutional Trends
Cristiano Amon and Qualcomm's 5G Optionality Under Pressure
On 12 March 2018, a United States presidential order stopped Broadcom's proposed takeover of Qualcomm, turning a dispute over corporate control into a public test of research cadence, licensing economics and national security. The order was an act of government following CFIUS…
Global Institutional Trends
Gaurab Raj Upadhaya and the Bounded Custody of the Root Key
A small metal key helps explain a large institutional achievement: how the root of DNSSEC can depend on a volunteer's presence while denying that volunteer the power to act alone.
Global Institutional Trends
Jeff Bezos and Blue Origin's long test of patient capital
NASA’s 2021 choice of SpaceX for its first Human Landing System award, followed by the GAO’s denial of the Blue Origin Federation protest and Blue Origin’s loss in the Court of Federal Claims, made exclusion unmistakable; NASA’s 2023 decision to add Blue Origin as the second…
Global Institutional Trends
David Meyer and the Uneasy Work of Making Network Control Public
David M Meyer's public record crosses four ways of coordinating a network that no entity fully controls: exposing interdomain routing through RouteViews, expressing routing policy through RPSL, serving standards and operator communities, and helping to lead OpenDaylight's early…
Global Cloud Services
Google network update disrupts VMware stretched clusters
A faulty network update disrupted the connections that allow Google Cloud VMware Engine stretched clusters to operate across zones.
Global Cloud Services
IPC and Luware Partner to Provide Cloud Compliance Recording Service
IPC integrates Luware Recording into its communications suite, providing financial firms with a unified recording service across voice and collaboration platforms.
Europe and Middle East National Telecom
Nokia Launches AI-RAN Platform for Phased Upgrades
Nokia offers operators several ways to add accelerated computing to RAN networks while retaining compatible radio equipment during the initial upgrade.
Global Datacenter Trends
S&P flags changing contract models for AI data centres
AI data centre contracts are increasingly defining how projects are financed and delivered before construction begins.
Global Datacenter Trends
Nscale secures US$900m credit facility for AI data centres
Nscale has added a syndicated bank credit facility to support the next stage of its global AI data centre expansion.
Global Datacenter Trends
National Grid invests $1.75bn in Joulent power venture
National Grid's investment in Joulent shows how utilities are moving beyond supplying electricity to investing directly in power infrastructure for large data centre projects.
Global Datacenter Trends
IBM brings z17 mainframe to standard data centre racks
IBM's latest rack-mounted systems bring mainframes closer to standard data centre environments, making them easier to deploy alongside existing infrastructure.
Global Datacenter
Operational Scale Becomes the Next Data Centre Challenge
Colt's CIO appointment suggests operating hyperscale infrastructure is becoming as important as building it.
Global Cloud Services
Satellite Mobile Faces a Commercial Reality Check
GSMA Intelligence's analysis suggests satellite mobile will compete on commercial execution rather than theoretical market size.
Global National Telecom Trends
132 mobile operators now offer satellite services
Satellite connectivity is shifting from an extension of network coverage to a strategic tool for shaping how operators build and control future mobile networks.
Global National Telecom Trends
Amazon Leo taps UK Connect for enterprise push
UK Connect's partnership with Amazon Leo signals the next phase of low Earth orbit (LEO) satellite broadband, where success will increasingly depend on integration with enterprise connectivity services rather than satellite deployment alone.
Global Cloud Services Trends
Rocket Lab acquisition signals new phase in space infrastructure competition
Rocket Lab's planned acquisition of Iridium marks a significant shift in the commercial space sector, highlighting how companies are combining launch, satellite manufacturing and communications services to build integrated space infrastructure businesses.