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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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12,481 articles
Global Cloud Services Trends
Alphabet signals higher 2026 capital spending
Alphabet plans significantly higher capital spending in 2026 as it expands data centers and AI infrastructure amid intense cloud competition.
Global Cloud Services Trends
Colt CEO urges telcos to think beyond connectivity for AI
Colt CEO Keri Gilder urges telcos to think beyond connectivity and adapt their infrastructure strategies for the future of AI.
North America Cloud Services Trends
ChatGPT’s lead erodes as Gemini gains ground
ChatGPT’s market share in the US has dropped, with Gemini and Grok gaining ground, marking a new phase in the AI assistant competition.
Global Cloud Services Trends
High rates push Cellnex towards organic growth
Cellnex restructures to prioritise organic growth as high interest rates reshape telecom infrastructure strategies.
Europe and Middle East Cloud Services Trends
Sky Business’s Controversial Mobile Data Campaign Sparks Questions
Sky Business promotes a “fear of running out” of mobile data to UK SMEs, using anxiety-driven marketing to push new data plans.
Global Datacenter Trends
Data centre heat reuse shifts from ethos to economic asset
Data centre waste heat is becoming a measurable business asset as operators like Green Mountain turn sustainability into profit.
Europe and Middle East Cloud Services Trends
Europe’s grid bottleneck threatens cloud and AI growth
Europe’s power-grid delays threaten cloud and AI expansion as data centres struggle to secure timely connections.
Global Cloud Services Trends
Anthropic AI shock hits software stocks globally
Anthropic’s AI tools trigger a global sell-off in software stocks, raising concerns over revenue models and accelerating AI adoption.
Global Cloud Services Trends
OpenAI CEO calls Moltbook a fad but backs AI tech
Sam Altman calls viral Moltbook a likely fad while championing autonomous AI tools like OpenClaw and Codex as long‑term innovations.
Asia-Pacific Cloud Services Trends
PTC’26 cements role in global digital infrastructure
PTC’26 returned to Honolulu with record attendance, highlighting the Asia-Pacific region’s growing role in global digital infrastructure.
Global Cloud Services Trends
Teradyne Forecasts Strong Quarter on AI Chip Demand
Teradyne expects first-quarter results above Wall Street estimates, driven by strong AI-driven semiconductor test demand.
Global Datacenter Trends
KKR and Singtel buy full control of STT GDC in $5.2B deal
KKR and Singtel will take full control of STT GDC in a $5.2 billion deal, highlighting growing investment in data centre infrastructure.
Global Cloud Services Trends
Google Cloud and Liberty Global strike five-year AI partnership
Google Cloud and Liberty Global have agreed a five-year AI partnership to use Google’s Gemini technology across European telecom services.
Europe and Middle East National Telecom Trends
Telefónica strengthens control of VMO2
Telefónica opens a London office to strengthen oversight and strategic alignment with its UK joint venture Virgin Media O2.
Europe and Middle East Cloud Services Trends
Openreach rolls out safety app for field engineers
The UK’s Openreach deploys a new safety app for field engineers after a spike in assaults, combining tech with traditional safety measures.
Europe and Middle East National Telecom Trends
Vodafone IoT and Hyundai to roll out connected cars in Middle East
Vodafone IoT and Hyundai deliver connected car services across the Middle East, reflecting rising demand for automotive connectivity.
Europe and Middle East Cloud Services Trends
Iran’s internet flickers back under tight state control
Iran’s partial internet return highlights state control over digital space and the economic toll of prolonged blackout.
Global Cloud Services Trends
AI and 5G drive structural shift in telecom-cloud markets
Telecom and cloud markets are shifting around AI and 5G as operators balance new opportunities with rising costs and competition.
Global Cloud Services Trends
SpaceX and xAI unite in $1.25T merger
SpaceX acquires xAI to create a $1.25 trillion tech leader, merging AI and space infrastructure for future innovation.
Europe and Middle East Cloud Services Trends
FLAG expands subsea network from Mumbai to Middle East
FLAG is expanding its subsea network from Mumbai to the Middle East, improving global connectivity and low-latency links.
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