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 Cloud Services Trends
Global markets steady as Biden withdraws; MSCI index up 0.75%
OUR TAKEBiden’s announcement that he’s stepping down barely moved the markets—they’re as steady as ever. The MSCI index even rose, bouncing back from last week’s sharp drop. On Wall Street, tech and communication stocks led the charge, with Nvidia’s new AI chip sending its stock…
Global Cloud Services Trends
Tesla’s Q2 margins hit five-year low as focus shift to robotaxi and AI
OUR TAKETesla’s sharp drop in profits for the second quarte is quite like a rollercoaster. Remember when Apple faced a sales slump due to aging product lines but quickly rebounded through innovation? Tesla’s decision to cut 10% of its workforce may seem drastic, but it’s a…
Global Cloud Services Trends
Monarch Tractor secures $133M funding to tackle challenges
OUR TAKEMonarch Tractor’s autonomous electric tractors are charging ahead with $133 million in Series C funding. It’s crazy to think they’re now worth over half a billion. But with 400 customers already on board, they’re clearly doing something right. But let’s not ignore the…
Global Cloud Services Trends
Startup Kandji’s valuation hits $850M after $100M funding round
OUR TAKEKandji, the Apple device management platform founded in 2019, is truly a dark horse in the funding world. In an environment where startups are generally struggling for funding, they effortlessly secured an additional $100 million, with the funds split evenly between…
Global Cloud Services Trends
A cyberattack knocked out the heating system in Lviv, Ukraine
OURTAKEIn the middle of a bitter winter in Lviv, residents spent two long, cold days without central heating. This was not just a simple technical glitch, but a direct consequence of a cyberattack that ruthlessly cut off people’s source of warmth and exposed them to biting winds.…
Global Cloud Services Trends
Third-party cookies: Integral part of digital advertising ecosystem
Third-party cookies have become an integral part of the digital advertising ecosystem, but have also sparked debates about privacy, user consent and data security in the online world. As privacy awareness increases and regulations are introduced, the future is likely to see more…
Global Cloud Services Trends
SAP cloud revenue soars 25% in Q2, beating market expectations
OUR TAKESAP’s recent financial report not only showcases its performance, but also strongly demonstrates its competitiveness and market prospects in the cloud computing space. Despite short-term challenges such as lower profits due to restructuring costs, the company’s strong…
Global Cloud Services Trends
Nvidia develops new AI chip for China amid US export control
Nvidia is developing a version of its new AI chip tailored for the Chinese market, in response to tightened US export controls.
Global Cloud Services Trends
Google reverses decision to phase out third-party cookies
Google reversed its pledge to phase out third-party cookies in Chrome, instead introducing a new experience.
Global Cloud Services Trends
Tesla to launch humanoid robots for internal use in 2025
OUR TAKE Tesla unveiled the first generation of the Optimus Prime humanoid robot, known as Bumblebee, in September 2022. On January 17, Musk posted a video of the second-generation Optimus Prime humanoid robot folding a shirt by itself at the company’s factory. Humanoid robots…
Global Cloud Services Trends
Wiz rejects $23B offer from Alphabet, stays independent
OUR TAKEWiz turning down $23 billion from Google’s momma? That’s like saying no to a golden ticket to the candy store. But hey, Assaf Rappaport and his crew are no strangers to success. Remember Adallom? They cashed out big with Microsoft. Now, with Wiz, they’re betting on…
Global Cloud Services Trends
Mind-reading helmets are now a thing – should we be scared?
OUR TAKE In the X-Men series, Professor Charles’ ability to read minds is often the key to the main characters’ fight and survival. He reads other people’s minds to gain important intelligence on the battlefield, including enemy plans and intentions, which allows the X-Men to…
Global Cloud Services Trends
Oracle settles $115M privacy lawsuit over data collection
Oracle has agreed to a $115 million settlement over allegations it illegally collected and sold personal data, creating unauthorized “digital dossiers” on millions of people.
Global Cloud Services Trends
MUFG executives face pay cuts due to ‘firewall’ breaches
MUFG cuts CEO and executives’ pay after “firewall” breaches, with CEO’s salary reduced by 30% for several months.
Global Institutional Trends
Google is trying to steal the Ray-Ban partnership from Meta
OUR TAKEGoogle has made a strategic move by entering into talks with EssilorLuxottica to integrate its Gemini AI assistant into upcoming smart glasses, potentially challenging Meta’s established partnership. Meanwhile, Meta is finalising plans to acquire a 5% stake in…
Global Cloud Services Trends
What is DataRobot: Revolutionising machine learning and AI
DataRobot is a game-changer in machine learning and AI, offering a robust platform that automates and simplifies the entire ML lifecycle.
Global Institutional Trends
Oracle settles $115M privacy lawsuit, vows to limit data collection
OUR TAKEOracle coughing up $115 million for allegedly violating privacy? That’s a hefty price tag for collecting and selling our digital breadcrumbs without permission. It’s like they were compiling a detailed dossier on our lives, from what we eat to how we shop. And then they…
Global Cloud Services Trends
Renault CEO calls for a flexible European EV transition timeline
Renault CEO Luca De Meo expressed the need for flexibility in the EV transition timeline due to cost challenges, emphasising that abandoning the objective amid market slowdown would be a strategic error.
Global Cloud Services Trends
AI boom propels TSMC to trillion-dollar club, now 8th globally in market value
OUR TAKEAI is revolutionising the chip industry, with TSMC leading the charge. NVIDIA’s H100 GPU sets the standard in data centres, pushing design boundaries and enhancing devices with NPUs. Key players like NVIDIA, AMD, Qualcomm, Apple, and Intel are driving significant…
Global Cloud Services Trends
Google’s next big reveal: Pixel 9, Gemini, and more this august
OUR TAKEGoogle will be showcasing its highly anticipated Pixel 9 series, which will feature Gemini’s latest AI technology, at an event on 13 August. With new devices such as the Pixel 9 Pro and Pixel 9 Fold, as well as the launch of Android 15 updates and the smart home category…