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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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Editorial image for Lattice to acquire AMI for $1.65bn.

Global Cloud Services Trends

Lattice to acquire AMI for $1.65bn

Lattice Semiconductor will acquire AMI for $1.65bn to expand firmware and system-level capabilities across cloud and AI infrastructure.

May 5, 2026
Editorial image for Meta secures $13bn El Paso data centre financing.

Global Datacenter Trends

Meta secures $13bn El Paso data centre financing

Morgan Stanley and JPMorgan structure $13bn funding for Meta’s 1GW AI facility in Texas.

May 5, 2026
Editorial image for AI agent adoption outpaces enterprise governance.

Global Cloud Services Trends

AI agent adoption outpaces enterprise governance

Okta reports AI agent adoption far outpacing governance, exposing identity control gaps across enterprises.

May 5, 2026
Editorial image for OneAdvanced Wraps AI Execution in ISO Governance.

Global Cloud Services Trends

OneAdvanced Wraps AI Execution in ISO Governance

OneAdvanced launches IQ embedding ISO42001 governance into AI workflows to unify enterprise systems and data control.

May 5, 2026
Editorial image for ZincFive targets AI data centre power surges under EU rules.

Global Datacenter Trends

ZincFive targets AI data centre power surges under EU rules

ZincFive positions NiZn battery UPS tech for AI workloads as EU policy drives sustainable data centre design choices.

May 5, 2026
Editorial image for Foxconn launches PEARL satellites via Falcon 9.

Global Cloud Services Trends

Foxconn launches PEARL satellites via Falcon 9

Foxconn launches PEARL-1A and PEARL-1B LEO satellites via SpaceX Falcon 9 for payload testing in communication and space science.

May 5, 2026
Editorial image for Indosat posts record IDR 15.2 trillion revenue, credits AI strategy.

Global Cloud Services Trends

Indosat posts record IDR 15.2 trillion revenue, credits AI strategy

Indosat reports record revenue driven by AI personalisation and expands its AI, cloud and fibre infrastructure stack.

May 5, 2026
Editorial image for AllPoints Fibre appoints Walker as CEO after Kelly's exit.

Global Regional ISP Trends

AllPoints Fibre appoints Walker as CEO after Kelly's exit

AllPoints Fibre names Mark Walker CEO as Ronan Kelly exits, adding new CTO to drive Aquila platform commercial rollout.

May 2, 2026
Editorial image for AI drives Q1 cloud spend to $128.6bn, up 35%.

Global Cloud Services Trends

AI drives Q1 cloud spend to $128.6bn, up 35%

AI demand pushed Q1 cloud spend to $128.6bn with 35% growth, led by AWS, Microsoft and Google Cloud dominance.

May 2, 2026
Editorial image for LG and Nvidia explore robotics and AI infrastructure partnership.

Global Cloud Services Trends

LG and Nvidia explore robotics and AI infrastructure partnership

LG Electronics and Nvidia are in talks on robotics, AI infrastructure and mobility, expanding physical AI collaboration.

Apr 30, 2026
Editorial image for OpenAI explores AI smartphone with Qualcomm and MediaTek.

Global Cloud Services Trends

OpenAI explores AI smartphone with Qualcomm and MediaTek

Kuo report says OpenAI is designing AI-native smartphone with Luxshare, targeting 2028 production and chip collaboration.

Apr 29, 2026
Editorial image for Vertiv acquires Strategic Thermal Labs to strengthen liquid cooling.

Global Cloud Services Trends

Vertiv acquires Strategic Thermal Labs to strengthen liquid cooling

Vertiv acquires Strategic Thermal Labs to strengthen cold-plate and liquid cooling capabilities for AI data centres.

Apr 29, 2026
Editorial image for EU expands DMA scope to cloud and AI services.

Global Cloud Services Trends

EU expands DMA scope to cloud and AI services

EU expands Digital Markets Act to cloud and AI, targeting Big Tech competition in infrastructure and AI services.

Apr 29, 2026
Editorial image for Seagate forecasts Q4 revenue of $3.45bn amid AI demand.

Global Cloud Services Trends

Seagate forecasts Q4 revenue of $3.45bn amid AI demand

Seagate issued upbeat Q4 guidance after strong results, citing AI-driven demand for enterprise storage systems.

Apr 29, 2026
Editorial image for SAS Launches Quantum Lab on Viya Q4.

Global Cloud Services Trends

SAS Launches Quantum Lab on Viya Q4

SAS launches Quantum Lab for Viya customers as survey data shows real-world use cases now top quantum AI adoption barriers.

Apr 29, 2026
Editorial image for Pantheon Atlas unveils €50bn Croatian AI data centre campus.

Global Datacenter Trends

Pantheon Atlas unveils €50bn Croatian AI data centre campus

Pantheon Atlas unveils a €50bn AI data centre campus in Croatia with 1GW capacity, targeting hyperscale AI deployment from 2027.

Apr 29, 2026
data-sovereigntys-practical-reality-why-law-matters-more-than-localisation

Global Cloud Services Trends

Data sovereignty’s practical reality: Why law matters more than localisation

Lu Heng argues data sovereignty cannot be achieved by technical localisation alone; legal frameworks and interoperability are essential.

Apr 29, 2026
ipv4-scarcity-and-its-economic-impact-on-isps

Global Regional ISP Trends

IPv4 Scarcity and its economic impact on ISPs

How IPv4 address exhaustion is reshaping ISP business models and network investment amid slow IPv6 adoption and premium address pricing.

Apr 29, 2026
calls-grow-for-overhaul-of-internet-governance-amid-centralisation-concerns

Global Cloud Services Trends

Calls grow for overhaul of internet governance amid centralisation concerns

As global internet governance comes under scrutiny, experts highlight risks of centralised control and advocate structural change.

Apr 29, 2026
ipv4-as-an-investment-asset-upper-potential

Global Cloud Services Trends

IPv4 as an Investment Asset: Upper Potential

Examining whether scarce IPv4 addresses can be treated as investment assets amid rising market demand and structural barriers.

Apr 29, 2026