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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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12,426 articles
North America Regional ISP Trends
AWS outage impacts Ring services in US-EAST-1 region
OUR TAKEThe AWS outage in the US-EAST-1 region underscores the vulnerability of widely used internet services to infrastructure issues. This incident highlights the importance of robust redundancy and rapid response strategies to minimise disruption. — Zoey Zhu, BTW reporter What…
Global Institutional Trends
The partnership between Stripe and Fifth Third Bank’s Newline
OUR TAKEThe partnership with Newline allows Stripe to offer a wider array of financial products and services, which can attract more software businesses looking to integrate embedded financial accounts for their customers. So Stripe can stay ahead of competitors and remain a…
Global Cloud Services Trends
AMD’s AI chip revenue forecast surges amidst supply constraints
OUR TAKEAfter AMD announced an increased revenue forecast for AI chip sales, the company’s shares experienced a notable rise. Specifically, AMD’s stock surged by 7.5% in extended trading after the news was released. This indicates strong investor confidence in AMD’s growth…
Global Cloud Services Trends
Canva strengthens design offerings through acquisition of Leonardo AI
OUR TAKEThe acquisition of Leonardo reflects Canva’s dedication to innovation and growth in the creative design sector. Canva aims to push the boundaries of generative AI technology and provides advanced tools for creative projects. This integration will enable Canva to provide…
Global Cloud Services Trends
Apple employs Google’s chips for AI model training
OUR TAKEApple’s decision to use Google’s TPUs instead of Nvidia’s GPUs for AI model training marks a significant shift in its AI infrastructure strategy, leveraging Google’s tailored AI chips. This move highlights Apple’s aim to diversify its hardware reliance and explore…
Asia-Pacific Cloud Services Trends
US to tighten chip export controls to China
OUR TAKEThe new measures will further tighten export controls and reinforce US efforts to contain China’s technological advancements in critical sectors. This new constraint against China poses a further challenge to China’s technological development, which might aggravate the…
Global Cloud Services Trends
Microsoft predicts slower Azure growth, expects capex to increase
Microsoft foresees slower growth for Azure, missing estimates, and boosts capital spending, suggesting AI investment returns may be delayed.
Global Cloud Services Trends
Meta expects ad revenue growth in Q2, prioritises AI and cost efficiency
Meta’s Q2 ad sales expected to rise, showing market resilience. The company focuses on cost management and continued AI investment.
Global Cloud Services Trends
Olympians craft personalised Nike Gear with AI
Olympians use AI to design their custom Nike sportswear. This innovative approach allows athletes to create personalised attire.
Global Cloud Services Trends
Wells Fargo appoints new tech head, embraces AI innovation
Wells Fargo has appointed Bridget Engle as the new head of technology and Tracy Kerrins to lead a generative AI team, emphasising innovation and modernisation.
Global Cloud Services Trends
Understanding the benefits and issues of AI-driven development
AI-driven development leverages AI to automate and enhance various stages of software development, improving efficiency and reducing errors.
North America Cloud Services Trends
US Senate passes child safety reforms amid tech industry criticism
The U.S. Senate passed COPPA 2.0 and KOSA to enhance online child safety, banning targeted advertising and restricting data collection for minors.
Global Cloud Services Trends
Samsung forecasts robust AI chip demand amidst soaring profits
Samsung projects a strong demand for AI-driven chips, as it reported a more than 15-fold growth in its second-quarter operating profit. Samsung’s fourth-generation HBM, or HBM3, has been approved by Nvidia for use in its H20 graphics processor, developed for the Chinese market.
Global Cloud Services Trends
Who pioneered AI? The evolution of artificial intelligence
The development of AI is a tale of collective effort, with numerous scientists, engineers, and researchers from around the world contributing to its progress. Alan Turing proposed the famous ‘Turing Test’ and explored whether machines could exhibit intelligence similar to that of…
North America Cloud Services Trends
The journey of AI: From conceptual roots to the modern era
From the initial ideas of Turing to the sophisticated systems we see today, AI has moved from theory to practical application. In 1956, the term “Artificial Intelligence” was coined during the Dartmouth Conference in the United States.
Global Cloud Services Trends
Airtable’s acquisition of Dopt for AI-enhanced user experiences
OUR TAKEAirtable, a company known for its collaborative platform, has announced the acquisition of Dopt, a startup that specialises in creating AI-powered onboarding experiences for new users. This strategic move is part of Airtable’s broader push into the AI space, aiming to…
North America Institutional Trends
UK antitrust body examines Google’s partnership with Anthropic
OUR TAKECMA has launched a preliminary investigation into the partnership between Google and US AI start-up Anthropic to assess whether this partnership has resulted in a material lessening of competition in the UK market.The CMA is inviting stakeholders and interested parties to…
Global Cloud Services Trends
AMD boosts AI chip forecast amid tight supply
OUR TAKEAMD has significantly increased its forecast for 2024 AI chip sales by $500 million, reflecting a strong demand for its AI chips and an expectation of continued supply constraints through 2025. This optimistic outlook, driven by surging demand from cloud computing giants…
Global Cloud Services Trends
Samsung Electronics forecast AI chip demand growth
OUR TAKESamsung Electronics, which reported more than 15-fold growth in operating profit in the Q2, expects demand for AI-powered chips to increase significantly in the second half of the year, thanks to rising semiconductor prices fuelled by the AI boom. The company’s shares are…
North America Institutional Trends
OpenAI supports legislation to shape the future of AI
OUR TAKEOpenAI has thrown its support behind several Senate bills that can influence the federal government’s approach to AI, including the establishment of a U.S. AI Safety Institute and initiatives to promote AI education and research. This move reflects the company’s belief in…
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