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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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13,291 articles
Europe and Middle East National Telecom Trends
EE launches Fast Lane 5G slicing for consumers
EE is putting network priority into premium plans, but Fast Lane works only on eligible 5G+ connections and does not guarantee speed.
Global Institutional
NTT DATA, Palo Alto set US$1bn alliance target
NTT DATA and Palo Alto Networks are expanding joint engineering and managed security services under a global alliance targeting US$1bn in business by 2029.
North America Datacenter Trends
IREN delivers first 50MW AI-cloud building to Microsoft
Microsoft has accepted Horizon 1 at IREN's Childress campus, moving the first 50MW of a planned 200MW 2026 deployment into the delivered stage.
Global Datacenter Trends
Dell'Oro forecasts US$120bn DCPI revenue by 2030
Dell'Oro expects data-centre infrastructure manufacturer revenue to reach US$120bn by 2030 as operators add nearly 200GW of capacity.
Asia-Pacific Datacenter Trends
Eaton, SP launch 800VDC training
Eaton and Singapore Polytechnic will add 800VDC to data-centre training as higher-density AI systems reshape power design.
Asia-Pacific Datacenter Trends
L&T secures Together AI order for 10,000-GPU Chennai cluster
The order launches L&T's AI Factory business at its Chennai campus, where the 10,000-GPU deployment must now move through integration and commissioning.
Europe and Middle East National Telecom Trends
Ampito puts Highlight across 5,000 customer connections
Ampito will use Highlight across more than 5,000 customer connections, giving operational and customer-facing teams the same service-performance view.
Global Regional ISP Trends
The Five Percent That Prices the Network
A 95th-percentile bandwidth bill looks like a statistic. In practice it is a contract: a rule for deciding which traffic peaks the buyer absorbs, which the provider ignores, how much capacity remains physically available, and whether the buyer can reproduce the number on the…
Global Regional ISP Trends
Ubiquiti's $3.27bn Year Was an Enterprise Shift, Not a Service-Provider Rebound
Ubiquiti ended fiscal 2026 with record revenue, but the headline conceals two businesses moving in opposite directions. Enterprise Technology supplied more than all of the company's net growth while Service Provider Technology contracted, shifting the economic centre of the group…
North America Datacenter Trends
AUC rejects Synapse's 1.4GW Olds power plant
The regulator found Synapse's proposed gas plant too close to homes, forcing a rethink of the power plan behind its 1GW Olds data centre.
Europe and Middle East Datacenter Trends
Latos submits East Manchester data centre plans
Latos's compact edge model now has to clear planning with its power, plant, noise controls and access built into the site design.
North America Institutional Trends
Prince George approves C$400,000 Northern Health fibre link
Prince George will add a second Northern Health fibre link before hospital construction severs an existing route, using revenue from its municipal network.
North America National Telecom Trends
Cox's 33.6m Charter Units Were Valued at $11.9bn at Signing and $5bn at Close
Charter completed its acquisition of Cox with approximately the same 33.6 million exchangeable common units promised in 2025. What changed was their implied value: Charter called them US$11.9 billion at signing and approximately US$5 billion at closing, making the seller's…
North America Datacenter Trends
Meta's Alberta data centre may start before 932MW power plant
Meta's 1GW Alberta data centre may start before its 932MW dedicated gas plant, making interim power arrangements part of the project's delivery plan.
North America Datacenter Trends
Alberta considers setback rules for AI data centres
Alberta is considering minimum separation from homes after the AUC rejected a 1.4GW power plant proposed beside an Olds data-centre project.
Asia-Pacific Cloud Services Trends
Singapore Has Assigned 200MW of Data-Centre Capacity, Not 200MW of Live Compute
Singapore has provisionally divided 200MW of new data-centre capacity among Digital Realty, Equinix, Keppel Data Centres and ST Telemedia Global Data Centres. The award is a valuable entry in a constrained market, but land, low-carbon energy, construction, customers and…
Global Cloud Services Trends
Cloud Portability Has a Postcode
Cloud computing was sold as locationless infrastructure, but the economics of leaving it are becoming conspicuously geographic. Within the same hyperscaler, the rights and price attached to moving data can now turn on account country, billing address, source region, network path…
Asia-Pacific Cloud Services Trends
Sakura widens intrusion review to 1.36 million possible accounts
Sakura Internet says an investigation that began with 583 Rental Server accounts has reached a separate sales-management system holding member and contract records. Up to 1,360,563 accounts may sit inside the review perimeter, but the Japanese cloud operator has not confirmed…
Latin America and Caribbean National Telecom Trends
Viettel's $560m Dominican Plan Has Spectrum, Not a Network
Viettel Global has paired a US$560 million overseas-investment authorisation with 240MHz of Dominican spectrum. The two approvals make a serious market entry possible, but a 90-day legal closing, a financed build and a customer-ready operating system still stand between the award…
Global National Telecom Trends
An IRU Buys the Strand, Not the Road Around It
A dark-fibre contract can name a strand, reserve it for twenty years and make it feel like an owned asset. The harder question begins one layer out: who controls the ducts, access, power, maintenance, relocation and remedies that keep that strand useful when the route changes or…
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