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
Goo.gl URL shortening service to end by August 2025
OUR TAKEThe closure of Google’s goo.gl, a crucial tool for link shortening and analytics tracking, marks a significant shift for users. Without the ability to create or manage new links, users must seek alternatives, leading to increased migration costs and the need for services…

Global National Telecom Trends
Vodafone sells $1.4 billion Vantage Towers stake to pay off debt
OUR TAKE Vodafone’s recent sale of a 10% stake in Vantage Towers for $1.4 billion is an example of the company’s strategy to streamline operations and reduce debt. The move is part of a calculated plan led by CEO Margherita Della Valle to exit non-core assets and focus on more…

Global Cloud Services Trends
Tech support scams worsen chaos after global system outage
OUR TAKEPhishing emails and phone calls attempting to steal user information will further damage CrowdStrike’s already tarnished reputation. Despite warnings, some individuals may still fall for these scams. Although CrowdStrike is prepared to spend billions to restore its…

Global Cloud Services Trends
Kakao’s Kim faces possible arrest over stock manipulation
Tech giant Kakao Corp faces a new legal challenge as the South Korean court reviews an arrest warrant for its billionaire founder, Brian Kim. This scrutiny may complicate Kakao’s venture into AI services and the fundraising plans of its subsidiaries, including potential IPOs.

Global Cloud Services Trends
AI is 25% more accurate at detecting cancer than doctors
OUR TAKE Cancer has always been one of the most challenging diseases facing humanity, with more than 19 million new cases and 10 million deaths each year. Early detection of cancer, combined with existing treatments, can significantly improve survival and treatment outcomes for…

Global Cloud Services Trends
Key findings on the current state of global AI governance
OUR TAKEIn this regulatory evolution, a gap has emerged between regulation and the status quo of the technologies and tools used to monitor and control AI systems. This gap poses significant risks and highlights the need to advance tools to ensure effective AI governance.-Tuna…

Global Cloud Services Trends
OpenAI talks new AI chip with Broadcom
OpenAI is in talks with Broadcom to create a new AI chip, aiming to tackle the shortage of graphic processing units, Information reported. Open AI is hiring ex-Google staff who produced Google’s own AI chip, the TPU and is set to develop its own AI server chips.

Global Cloud Services Trends
Figma disabled AI tools similar to Apple’s weather app
OUR TAKEFigma has decided to temporarily disable its AI design tool because is too similar to Apple’s Weather app which can cause raise copyright issues. Moreover, Figma introduced other AI tools and provided the option for user data to be used for future model training, allowing…

Global Cloud Services Trends
AI influencer sparks debate in SheerLuxe
OUR TAKEThe debate focuses on the role of AI in fashion and lifestyle magasines and its impact on human workers. SheerLuxe has introduced AI editor Reem as a new member of its team, aiming to use technological innovation to provide personalised content recommendations such as…

Global Institutional Trends
What causes digital divide and how to close it?
Digital divide represents not only disparities in access to technology, but also inequalities in education, economic opportunity, health care, and social inclusion. Addressing the digital divide requires comprehensive strategies to address infrastructure gaps, promote digital…

Global Cloud Services Trends
Some Japanese companies face challenges in using AI
OUR TAKEThe proportion of Japanese companies using AI technology is less than 60%. We can know that some Japanese companies have worries about the use of AI technology. Based on the answers from different Japanese companies, we can summarise both sides of using AI in the…

Global Cloud Services Trends
EU eyes Google-Samsung AI deal for antitrust issues
EU antitrust regulators have initiated an inquiry into whether the GenAI agreement between Google and Samsung restricts competition.

Global Institutional Trends
Russia weighs risk of embracing crypto for international payments
OUR TAKERussia is accelerating the development of its cryptocurrency infrastructure to facilitate international payments amid ongoing sanctions, with new legislation due to be considered by parliament on 23 July. The move is aimed at allowing Russian businesses to bypass…

Global Cloud Services Trends
‘AI laggards’ find favour as Magnificent Seven stocks lose lustre
OUR TAKEInvestors are turning their attention to the “AI laggards”, a group of companies that have exposure to the AI theme but have failed to keep pace with the gains of the biggest AI winners in the first half of the year. This interest has been driven by the view that, after a…

Global Cloud Services Trends
TSMC raises revenue forecast in confident bet on AI boom
OUR TAKETaiwan Semiconductor Manufacturing Company (TSMC), a key player in the global semiconductor industry, has raised its revenue forecast, showing robust confidence amid the ongoing artificial intelligence (AI) boom. As the primary chipmaker for giants such as Apple and…

Global Cloud Services Trends
Meta announces withholding its latest AI model from the EU
OUR TAKEMeta’s decision to withhold the launch of its AI models in the EU due to regulatory uncertainties may impact its competitive edge and create opportunities for competitors. However, it could also drive a revolution in user privacy protection policies within the industry.…

Global Cloud Services Trends
Huawei HarmonyOS PC version expected to launch later this year
OUR TAKEThe expansion of HarmonyOS across various devices promises to deliver seamless connectivity and a consistent user experience. This growth not only fosters a thriving ecosystem but also opens up new opportunities for both users and developers.— Yasmine Luo, BTW reporter…

Global Cloud Services Trends
AI adoption in Japanese companies: Opportunities and obstacles revealed by Reuters survey
OUR TAKERegardless of the stance companies take on AI, the gradual replacement of some jobs by AI has become an inevitable trend. McKinsey’s report, “The Economic Potential of Generative AI,” highlights that AI benefits industries, with value growth concentrated in customer…

Global Cloud Services Trends
Intuitive surgical’s Q2 performance reflects rising demand for surgical robots
OUR TAKEIntuitive Surgical has certainly caught the eye of investors with its report which beats expectations and signals strong market demand for the da Vinci surgical robot. The company’s success story is a testament to the resilience of the medical device industry and the…

Global Cloud Services Trends
Meta eyes stake in maker of Ray-Ban in smart glasses push
OUR TAKEMeta Platforms is negotiating a strategic investment to acquire a 3% to 5% stake in EssilorLuxottica SA, the world’s leading eyewear manufacturer and the brains behind Ray-Ban sunglasses. This acquisition shows Meta’s commitment to expanding into the smart glasses market…
