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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7,509 articles
Global Datacenter Trends
Siemens and Infineon harden AI data centres
Siemens and Infineon partner on semiconductor circuit breakers to help AI data centres cut electrical fault risk faster.
Global Cloud Services Trends
Meta weighs equity raise for AI buildout
Meta weighs a large equity raise as AI infrastructure spending pushes Big Tech deeper into capital markets.
Global Cloud Services Trends
IBM and Google scale enterprise AI agents
IBM and Google Cloud launch a new practice to help enterprises deploy governed AI agents across hybrid systems.
Global National Telecom Trends
AT&T deepens connected car push with Rivian
AT&T expands Rivian 5G support and adds LiveOne content as connected cars move from SIM access to vehicle service platforms.
Global Cloud Services Trends
Anthropic brings AI vulnerability hunting to critical infrastructure defence
Anthropic expands Project Glasswing to bring AI vulnerability hunting into critical infrastructure defence.
Global Datacenter Trends
Submer expands AI campus play with Rubix
Submer is expanding from sustainable cooling and neocloud infrastructure into powered land, data centre campus development and AI infrastructure operations.
Global Cloud Services Trends
Samsung and MediaTek lift 5G uplink ceiling
Samsung and MediaTek test a 3Tx five-layer 5G uplink setup, reaching 670 Mbps across n66 and n77 spectrum.
Global Cloud Services Trends
Pinterest commits $4bn to AWS AI infrastructure
Pinterest commits $4bn to AWS through 2031 to scale AI training, inference and visual discovery infrastructure.
Global Cloud Services Trends
TSMC weighs AI chip price rises amid shortages
TSMC says AI chip demand remains strong as it weighs price rises, faces upstream shortages and delays in US advanced-node capacity.
Global Cloud Services Trends
Megaport secures four AI deals to build inference cloud
Megaport secures four AI infrastructure deals and plans a $594m raise to build an enterprise inference cloud.
Global Cloud Services Trends
Anthropic expands Glasswing for AI vulnerability defence
Anthropic is a frontier AI company whose model release decisions affect software security, critical infrastructure resilience and AI safety practice.
Global Cloud Services Trends
Broadcom AI chip outlook disappoints investors
Broadcom shares fell after Q2 revenue and AI chip guidance missed expectations, despite strong AI semiconductor growth.
Global National Telecom Trends
Swisscom integrates Bitdefender for router-level home protection
Bitdefender integrates Smart Home Security into Swisscom routers to protect all connected household devices.
Global Cloud Services Trends
AI chipflation squeezes device makers beyond data centres
Morgan Stanley warns AI-driven memory chip prices are spreading cost pressure from data centres to PCs and smartphones.
Global Cloud Services Trends
DNA adds network-level spam labelling to calls
DNA expands voice security with Hiya’s network-level platform, helping consumers and businesses detect suspicious calls before answering.
Global Cloud Services Trends
SOTI ONE adds zero-restart handover for shared devices
SOTI releases ONE 2026.1 enhancing shared device security, automation, and frontline operations globally.
Global Cloud Services Trends
D2C user growth masks seasonal usage gap
Juniper forecasts D2C users will reach 133 million by 2031, but seasonal and low-frequency usage may challenge satellite returns.
Global Institutional Trends
Sparkle adds GÉANT routes across Europe, Africa and MENA
Sparkle adds GÉANT routes linking Europe, MENA and Africa to strengthen research network capacity and regional exchange.
Global Cloud Services Trends
Microsoft unveils AI-redesigned Majorana 2 quantum chip
Microsoft is a major cloud and AI infrastructure provider whose quantum hardware progress could shape future enterprise computing, cybersecurity and scientific workloads.
Global Cloud Services Trends
ChatGPT reaches 1 billion monthly app users
OpenAI is a leading AI platform company whose consumer adoption signals affect the AI application market.