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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7,504 articles
Global National Telecom Trends
AI embedded in 5G networks as SoftBank and Ericsson upgrade MIMO
SoftBank and Ericsson embed AI into massive MIMO radios, boosting 5G performance by dynamically optimising coverage in real time.
Global Cloud Services Trends
IPv4 lease VS IPv4 purchase: which is better for enterprises?
Enterprises weigh IPv4 leasing against purchasing as scarcity turns IP addresses into strategic digital assets in 2026.
Global Cloud Services Trends
Public safety communications shift toward LTE and 5G networks
Public safety agencies are accelerating investment in LTE and 5G broadband networks to modernise emergency communications.
Global Cloud Services Trends
Northwood Space raises $100m in Series B funding
Northwood Space has secured $100m in Series B funding as the satellite ground station startup scales its network under CEO Bridgit Mendler.
Global Datacenter Trends
Vertiv targets AI data centre growth with predictive maintenance
Vertiv launches an AI-powered predictive maintenance service for data centers, aiming to improve uptime and operations as AI workloads grow.
Global Cloud Services Trends
Telcos capex shift to cloud, AI, and core networks as RAN spending stays muted
Telecom operators shift capex towards cloud, AI, and core networks, with RAN spending growth remaining subdued.
Global Cloud Services Trends
Tesla’s Q4 revenue beats expectations amid EV slowdown
Musk’s Tesla reports resilient revenue supported by AI investments, signalling broader infrastructure-level evolution beyond automotive.
Global National Telecom Trends
SoftBank’s $30B talk with OpenAI raise concerns
SoftBank is in talks to invest up to $30bn more in OpenAI, spotlighting rising capital concentration around leading generative AI platforms.
Global Cloud Services Trends
WhatsApp introduces high security mode to tighten user protections
WhatsApp has introduced a high security mode to strengthen account protection amid rising fraud and messaging platform abuse.
Global Cloud Services Trends
Cloudflare Reports Sharp Fall in Global Internet Shutdowns in 2025
Cloudflare reports fewer internet shutdowns but ongoing global outages from infrastructure and weather damage.
Global Cloud Services Trends
Pinterest Trims Workforce by Nearly 15% as It Shifts Strategy to AI
Pinterest cuts jobs to fund AI efforts, but the strategy faces investor scepticism as shares slip.
Global Cloud Services Trends
Trans Pacific Networks Upgrades Subsea Cables
Ciena will upgrade Trans Pacific Networks’ Echo and Tabua subsea cables to increase capacity and performance.
Global Datacenter Trends
Seagate performance beats expectations in fiscal Q2
Seagate beats expectations in fiscal Q2 2026, reporting strong revenue, margins and cash flow as data center storage demand remains resilient
Global Cloud Services Trends
Dan Caruso: How AI is Driving the Industry Growth
Dan Caruso explains how AI and innovation are shaping future industry growth and infrastructure investment.
Global Cloud Services Trends
Logitech unveils Rally AI cameras for hybrid video conferencing
Logitech launches Rally AI and Pro cameras with adaptive AI framing and occupancy analytics to improve hybrid meetings in large spaces.
Global Cloud Services Trends
Microsoft takes on Nvidia with a home-grown AI chip
Microsoft joins rivals in designing custom AI chips as cloud costs and competition intensify.
Global Cloud Services Trends
Spanish Telcos explore shared mobile network
Spanish telcos explore a mobile network joint venture to improve capital efficiency and reduce costs in a challenging telecom environment.
Global Institutional Trends
Texas restricts Chinese tech use on state devices
Texas bans state employees from using Alibaba, Temu, Shein and other Chinese tech products on government devices to protect data privacy.
Global Cloud Services Trends
Nvidia and CoreWeave deepen partnership to expand AI infrastructure
Nvidia invests $2 billion in CoreWeave to accelerate AI data center buildouts, raising concerns over cloud infrastructure concentration.
Global Cloud Services Trends
Riyadh Air accelerates in-flight satellite internet deployment
Riyadh Air partners with Neo Space Group to bring high-speed satellite internet to its Airbus A321 fleet, enhancing passenger experience.