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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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Global Cloud Services Trends
OMS Group invests $300M in global connectivity infrastructure
OMS Group invests $300 million to expand submarine cable networks and enhance terrestrial backhaul systems, targeting increased demand for data centre and cloud connectivity.

Global Cloud Services Trends
BTW debates: Instagram’s teen rebellion
Meta recently announced that all Instagram accounts for users under 18 will be set to private by default, allowing interactions only with approved followers. Additionally, sensitive content settings will be at their most restrictive, and parents will need to approve any changes…

Global Cloud Services Trends
Dell partners with Nvidia to launch AI for telecom programme
Dell launched “Dell AI for Telecom” at their 2024 forum in Kuala Lumpur, simplifying AI deployment for CSPs using Nvidia-powered servers.

Global Cloud Services Trends
BlackBerry exceeds expectations in Q2 fiscal 2024 results
BlackBerry exceeded expectations in Q2, breaking even with $145 million revenue, up ten percent YoY, bolstered by IoT and cybersecurity growth.

Global Cloud Services Trends
AstraZeneca in AI collaboration with Immunai to inform cancer drug trials
OUR TAKEAstraZeneca has entered into an $18 million agreement with Immunai to use its artificial intelligence model to improve the efficiency of its cancer drug trials. The collaboration is part of AstraZeneca’s continued efforts to integrate AI into drug development, following a…

Global Cloud Services Trends
Accenture’s AI business takes centre stage in quarterly results beat
OUR TAKEAccenture announced a substantial $4 billion share buyback and reported better-than-expected fourth-quarter earnings, driven by strong demand for its generative AI technology services. The company’s focused expansion into generative AI has significantly outpaced growth in…

Global Cloud Services Trends
Visa agrees to buy AI-focused enterprise tech firm Featurespac
OUR TAKEVisa has announced the acquisition of AI technology company Featurespace, a move that will enhance its ability to combat fraud and financial crime through real-time, AI-powered solutions. The acquisition is in line with a wider trend in the tech industry, where major…

Asia-Pacific Institutional Trends
China bonds flash ‘Japanisation’ warning despite stimulus plan
OUR TAKEChina’s 30-year government bond yields are on track to fall below those of Japan for the first time in nearly two decades, which is a big deal for anyone keeping an eye on China’s economic future. As worries grow about a slow economy that’s similar to Japan’s lost…

Global Cloud Services Trends
Zuckerberg reveals Meta’s Orion AR glasses prototype
OUR TAKEMeta Platforms recently unveiled its first working prototype of augmented-reality glasses, named Orion, at the Connect conference. While this announcement highlights Meta’s ambition to lead in the AR space, it’s essential to consider the challenges ahead. Historically…

Latin America and Caribbean Cloud Services Trends
Top tech news stories today: September 27, 2024
IT infrastructure 1. X asks Brazil’s top court to allow it to resume services, source says Elon Musk-owned social media platform X has requested that Brazil’s Supreme Court allow it to resume service in the country, a source with direct knowledge of the matter said on Thursday.…

Global Regional ISP Trends
Exploring semiconductor materials
Semiconductor materials form the backbone of modern electronics, playing a vital role in the functioning of devices we use daily.

Global Institutional Trends
Zuckerberg talks symbolic investment in eyewear partner
Zuckerberg’s emphasis on a symbolic investment reflects a strategic approach to strengthen Meta’s ties with EssilorLuxottica.

Global Cloud Services Trends
Responsible AI: Navigating the future of artificial intelligence
The core principles of responsible AI Fairness: At the heart of responsible AI is the principle of fairness. AI systems should be designed to avoid bias, ensuring that all users, regardless of their background, are treated equitably. This involves scrutinising the data used to…

North America Cloud Services Trends
Microsoft to spend $1.3B in Mexico on cloud and AI tech
OUR TAKESatya Nadella’s announcement of Microsoft’s $1.3 billion investment in Mexico marks a pivotal moment for AI development in the country. Looking ahead, this investment could position Mexico as a significant player in the global AI landscape, fostering innovation and…

Global Cloud Services Trends
Navigating challenges in pursuit of sustainable nuclear power
Microsoft and Constellation Energy plan to restart a nuclear reactor to power data centers, but face regulatory and public opposition.

Global Cloud Services Trends
SK Hynix surges as it leads in advanced HBM3E chip production
The new 12-layer chips, with 50% more capacity, position SK Hynix ahead of competitors like Samsung and Micron.

Global Cloud Services Trends
Lightspeed Commerce explores sale amid profitability concerns and pressure
Lightspeed Commerce is exploring potential sale options, working with JPMorgan to evaluate strategic alternatives.

North America Cloud Services Trends
Mercado Pago seeks banking licence to expand in Mexico
Mercado Pago has applied for a banking licence in Mexico to enhance its financial service offerings and aims to become the largest digital bank in the country.

Europe and Middle East Cloud Services Trends
France’s Ubisoft postpones ‘Assassin’s Creed Shadows’ release, cuts guidance
Ubisoft has postponed the release of “Assassin’s Creed Shadows” by three months to February 2025 and reduced its net bookings guidance for fiscal 2024-2025.

Europe and Middle East Cloud Services Trends
Split from Russia’s Yandex, Nebius intends to invest $1B in AI infrastructure
Nebius Group plans to invest over $1 billion in AI infrastructure across Europe by mid-2025, expanding GPU capacity and building new data centres.
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