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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7,501 articles
Global Datacenter Trends
Schneider launches 2.5MW prefabricated power modules
Schneider Electric's 2.5MW prefabricated power modules move more electrical assembly and testing into the factory, reducing work that must be completed on site.
Global National Telecom Trends
EXA unveils Meridian transatlantic cable
EXA's 6,552km Meridian system is due in Q4 2029 with 24 fibre pairs and more than 500Tbps of design capacity.
Global National Telecom Trends
Telxius starts 800G terrestrial optics rollout
Telxius is deploying Nokia 800G coherent pluggables across terrestrial networks in Europe, the US and Latin America, with achievable rates depending on each route.
Global Institutional
Cisco patches exploited email-gateway flaw
Cisco has fixed an actively exploited Secure Email Gateway vulnerability, but organisations that were exposed still need to check whether attackers reached the appliance before it was patched.
Global National Telecom Trends
GSMA: 3.1bn still do not use mobile internet
GSMA says 3.1 billion people live within mobile broadband coverage but do not use mobile internet, with handset affordability the biggest reported barrier.
Global National Telecom Trends
Viasat, Space42 commit $1bn to Equatys
The partners have moved their shared direct-to-device satellite project towards company formation and constellation procurement, backed by up to $1 billion in founder funding.
Global Institutional Trends
GitLab patch deadline passes for exploited flaw
Self-managed GitLab users need an urgent patch that can take single-node installations offline while database migrations complete.
Global Institutional Trends
MikroTik patch deadline passes for RouterOS flaw
CISA's deadline has passed for CVE-2026-86060, but patched routers may still need checks for changes made before the update.
Global Datacenter Trends
PwC sees data-centre capex reaching $31.6tn
PwC expects annual data-centre investment to keep rising through 2050 as servers, GPUs and other computing equipment are replaced repeatedly.
Global Institutional Trends
Qualcomm launches Dragonwing chips for edge AI
The Q-2390 and IQ-2390 bring AI, vision and connectivity into compact commercial and industrial systems, with evaluation kits expected in early 2027.
Global Cloud Services Trends
Rocket Lab launches 16th Electron mission of 2026
Electron carried a confidential Earth-observation satellite to a 500km orbit, while the customer's identity and the spacecraft's operating plans remain undisclosed.
Global Cloud Services Trends
Buildots' new capital puts portfolio progress data to the test
A $130 million round supports the construction-software company's push into multi-year portfolio agreements. For data-centre buyers, comparable evidence matters more than a common dashboard.
Global National Telecom Trends
Elveo brings satellite production inside the network operator
Apex will help the direct-to-device company establish its own factory. The operating model gives Elveo a new lever over supply—and a production business to run.
Global Datacenter Trends
Microsoft targets 38GW of data-centre capacity by 2032
Bloomberg reports that Microsoft wants to more than triple its data-centre capacity by 2032, with a larger share of the fleet built for AI workloads.
Global Cloud Services Trends
Neat adds Cliq choice, but room control stays central
Zoho Cliq gives Neat another route into workplace meeting rooms. The distinction for buyers is between choosing an application and controlling the fleet that runs it.
Global National Telecom Trends
Equatys stages its capital before testing shared satellite demand
Space42 and Viasat's binding agreement sharpens the funding plan for shared space infrastructure. The tower-company economics still need paying users with compatible demand.
Global Cloud Services Trends
Akamai’s US$2.8bn CIS contract total arrives before the capacity-and-margin receipt
A signed infrastructure contract can be commercially important before it is economically complete. Akamai now has a large disclosed pool of multi-year Cloud Infrastructure Services commitments. The harder evidence will arrive as financing becomes installed capacity, customers use…
Global Cloud Services Trends
CXAI's 10,000-user licence is a rollout target, not an audience
A three-year workplace-software agreement gives CXAI a global deployment perimeter. Turning it into reliable operating data is a different achievement.
Global Cloud Services Trends
F5’s 32% systems growth sits beside US$2.2bn of mostly service obligations
F5 sold more systems in its June quarter, but the economically interesting part begins after the appliance leaves the factory. The sale adds software, maintenance and support work whose revenue will be earned on a different clock. A US$2.2 billion obligation balance shows how…
Global Cloud Services Trends
Eutelsat's new OMT puts service authority closer to the customer
The satellite provider is making OneWeb services easier to configure. The commercial question is who may change a shared service, and on whose account.