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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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North America Datacenter
TSMC commits additional $100 billion to Arizona expansion
TSMC expands its manufacturing programme in Arizona after record quarterly earnings, but the additional capacity has no published delivery schedule.

Europe and Middle East National Telecom Trends
Deutsche Telekom expands OpenAI use across the company
Deutsche Telekom leverages its OpenAI partnership to provide employee access, model testing, and new customer product development.

Asia-Pacific National Telecom
Nokia Expands Taiwan Mobile 5G Agreement
Taiwan Mobile expands radio capacity while introducing software for network monitoring, energy management, and automated optimization.

Asia-Pacific National Telecom
Nokia expands Taiwan Mobile 5G deal with radio and automation
Taiwan Mobile expands radio capacity while introducing software for network monitoring, energy management and automated optimisation.

Global Cloud Services
Google network update disrupts VMware stretched clusters
A faulty network update disrupted the connections that allow Google Cloud VMware Engine stretched clusters to operate across zones.

Global Cloud Services
IPC and Luware Partner to Provide Cloud Compliance Recording Service
IPC integrates Luware Recording into its communications suite, providing financial firms with a unified recording service across voice and collaboration platforms.

Europe and Middle East National Telecom
Nokia Launches AI-RAN Platform for Phased Upgrades
Nokia offers operators several ways to add accelerated computing to RAN networks while retaining compatible radio equipment during the initial upgrade.

Europe and Middle East Datacenter
Pure DC Launches €7.5 Billion Data Centre Campus in Finland
Pure DC combines a fully leased 110 MW first phase with over 700 MVA of grid access and repeatable 40 MW modules for later expansion.

Europe and Middle East National Telecom
Uswitch Awards Accreditation to 13 UK Broadband Providers
Uswitch's accreditation puts retail services under the microscope as smaller providers try to convert wider fibre coverage into customer growth.

Asia-Pacific National Telecom Trends
Taiwan eases foreign ownership rules for satellite network operators
The proposal would let satellite operators seek exemptions from fixed ownership rules through a case-by-case review of security and operating arrangements.

Asia-Pacific National Telecom
SK Telecom Adds Deployment Partners to Sovereign AI Consortium
A.X K2 prepares for its next government evaluation with partners tasked with industrial testing, deployment, and post-deployment operations

North America National Telecom
New York Yankees hire Lumen for dual 100G fibre network to Tampa
The Yankees are connecting Yankee Stadium with a relocated primary data centre in Tampa through two diverse 100 Gbps fibre routes designed to support resilient operations.

Europe and Middle East Datacenter
Xlinks postpones Devon data campus consultation until autumn
Xlinks is extending community engagement while preparing separate planning applications for its proposed data centre and battery storage projects.

North America Datacenter Trends
New York imposes first US data centre construction moratorium
New York has paused new large data centre approvals while deciding how future projects should meet the state's environmental and energy requirements.

Europe and Middle East National Telecom
Virgin Media asks Ofcom to review Openreach fibre discounts
As more fibre networks serve the same areas, wholesale pricing is becoming a bigger part of how operators compete for broadband customers.

Europe and Middle East Datacenter
Big Tech reports higher emissions as AI infrastructure expands
Corporate disclosures show that AI infrastructure expansion increases emissions from construction, supply chains, and electricity use.

Europe and Middle East Datacenter
SEGRO and Pure DC Form Data Centre Joint Venture in Paris
SEGRO and Pure Data Centres have formed a second joint venture for a 48 MW data centre in Paris, with construction start subject to planning approval and a long-term lease with a hyperscale client.

Asia-Pacific National Telecom
NTT DOCOMO Reaches 5 Million Starlink D2D Users
NTT DOCOMO’s Starlink Direct service reached 5 million users within two months, providing an early metric for customer adoption of direct-to-device satellite connectivity.

Europe and Middle East Datacenter
RAXIO GROUP Secures $380 Million to Support Larger African Data Centre Projects
Raxio secured additional funding as customer requirements across its African data centre platform reach 10 MW and above.

Europe and Middle East Datacenter
Southeast Asia AI Data Centres Face Power Constraints
Power infrastructure emerges as a major obstacle to AI data centre capacity expansion in Southeast Asia despite sustained investment in the region.
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