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Market intelligence covers public developments that affect internet infrastructure, governance decisions, connectivity markets, digital capital flows, and operational risk. It connects reporting with related organisations, regional exposure, market context, evidence quality, operating dependencies, procurement pressure, competition, compliance, customer exposure, and service-continuity questions so readers can…
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12,364 articles
Europe and Middle East Cloud Services Trends
Box Broadband Limited
Box Broadband's impact comes from an access-ISP and fibre-network role: it originates customer-facing address space, chooses upstream and peering paths, and participates in UK exchange infrastructure, so changes in routing policy, geofeed accuracy, RPKI/IRR hygiene, peering…
Global Datacenter Trends
AI data centre capex tops $1tn despite weak returns
Dell’Oro sees 2026 data centre capex topping $1tn as AI buildout accelerates, while Gartner warns power limits are constraining capacity.
Europe and Middle East Regional ISP Trends
Vodafone reinforces fixed network in Greece and UK
Vodafone explores a Greek FTTH joint venture with PPC while VodafoneThree bids for TalkTalk’s UK broadband base.
Global Cloud Services Trends
AI workload volatility raises data centre power waste
AI training volatility forces data centres to run secondary workloads, raising energy use, cooling demand and grid pressure.
Europe and Middle East Datacenter Trends
atNorth joins Norway data centre industry body
atNorth joins Norway’s data centre industry body after launching NOR01, deepening its role in Nordic sustainable infrastructure.
North America Datacenter Trends
AI data centres face medium-voltage equipment supply bottleneck
AI data centres face medium-voltage equipment shortages as Smart Grid Options warns that power gear delays threaten US build timelines.
Global Cloud Services Trends
OpenAI IPO turns compute procurement into a market test
OpenAI’s compute procurement affects hyperscale cloud demand, data centre buildout, GPU supply chains and power infrastructure planning.
North America Datacenter Trends
New York tests data centre load rules
New York weighs a data centre moratorium while PSC reviews large-load grid rules, cost allocation and reliability risks.
Global Cloud Services Trends
Sparkle and Xebia close university cloud delivery gap
Sparkle and Xebia partner to help European universities move from OCRE AWS access to secure cloud production.
Europe and Middle East Cloud Services Trends
Midgard surveys Verena for UK Denmark cable
Midgard starts surveys for Verena, a 630km UK-Denmark subsea cable set to add North Sea route diversity by 2028.
Europe and Middle East Cloud Services Trends
Nebius sites 22MW UK inference capacity at Kao Data
Nebius will deploy 22MW of AI inference capacity at Kao Data’s Harlow campus under a 10-year UK infrastructure deal.
Europe and Middle East Institutional Trends
Glean says telecom AI faces governance not model hurdles
Glean says telecom AI adoption may stall less on models than on governance, permissions and legal review inside operators.
Global Datacenter Trends
Data centre design becomes civic infrastructure
Data centre design is shifting from industrial boxes to civic infrastructure as operators use architecture to win urban acceptance.
Global Datacenter Trends
Salute says AI data centre growth needs more engineers
Salute says AI data centre growth needs more engineers as liquid cooling and AI Factory deployments raise operational demands.
Europe and Middle East National Telecom Trends
Telefonica’s 4m-device recycling update tests 2030 targets
Telefonica processed 4m devices in 2025, but unclear target comparisons leave its 2030 circular economy goals under scrutiny.
North America Datacenter Trends
Amazon ties fibre supply to data centres
Amazon and Corning expand US fibre manufacturing in North Carolina to support data centre growth and AI infrastructure demand.
Asia-Pacific Cloud Services Trends
Third-party data centre fire forces Google Cloud outage
Google Cloud faced India network disruptions after a third-party data centre fire forced emergency shutdowns and reduced capacity.
Asia-Pacific Datacenter Trends
China puts telecom carriers into AI compute
China plans a $295bn AI data centre buildout led by state telecom carriers and domestic suppliers.
Global Cloud Services Trends
LARUS launches LARUS ONE partnership framework
LARUS launched LARUS ONE at NANOG 97 to certify BYOIP operators and turn IP identity continuity into a partner product.
Global Datacenter Trends
Google taps Voltus VPPs for PJM data centre capacity
Google and Voltus use VPPs to unlock PJM grid capacity for data centre growth without new transmission lines.
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