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IPv4 Pricing Through 2026 - Stability as Seller Leverage Begins to Return

After a sharp correction, the IPv4 market is showing signs of stabilization. Rising buyer activity, tightening supply expectations, and growing AI infrastructure demand are expected to support gradual price recovery through 2026, improving conditions for sellers. more

We’re Drowning in Data - A New Kind of Memory Could Change That

As AI devours ever more information, the world faces a costly data-storage crisis. Researchers are betting etched silica glass could preserve vast archives for centuries while consuming far less energy than today's hard drives and magnetic tapes. more

The Illusion of Digital Sovereignty (Part III) - Collision, Geopolitical, Compute Concentration, Future Governance

Geopolitical fragmentation is colliding with the internet's distributed architecture, exposing how sovereign cloud concentration and AI infrastructure can weaken resilience, amplify strategic vulnerabilities, and challenge whether governance can preserve interoperability while managing dependency under stress. more

The Illusion of Digital Sovereignty (Part II) - Emergence, Sovereign AI Ecosystem, the RIR System, Number Resources

As states chase digital sovereignty through clouds, AI and localized infrastructure, the internet's globally coordinated foundations reveal a harder truth: operational continuity depends less on control than on interoperable systems built on trust and governance. more

The Illusion of Digital Sovereignty (Part I) - Cloud Infrastructure, Survivability, and the Territorialization of the Internet

Missile strikes on Gulf data centres exposed a deeper contradiction at the heart of digital sovereignty: governments seek territorial control over internet infrastructure whose resilience still depends upon globally distributed coordination and interdependence across borders. more

The Kinetic Frontier: Lessons From Geopolitical Violence and the Bunkerization of AI Infrastructure

Kinetic attacks on Gulf data centres expose the cloud's physical fragility, recasting AI infrastructure as strategic targets and accelerating bunkerisation, while outdated data laws leave firms choosing between legal compliance and digital survival. more

The Rapid Evolution of Transport Lasers

Exploding internet traffic and AI demand are driving a rapid upgrade in fibre transport lasers, from early one gigabit systems to 400, 800 and even 1.6 terabit links reshaping backbone capacity worldwide as networks scale. more

NANOG 96: Gigawatt AI Data Centres and the Risk of a Bubble

At NANOG 96, the AI boom dominated discussions as firms race to build gigawatt-scale data centres packed with advanced GPUs, liquid cooling, and lossless networks, raising fears of overinvestment, neglected security priorities, and a looming infrastructure bubble. more

Stargate Expands: OpenAI and Partners Unveil Massive AI Infrastructure Push Across the U.S.

OpenAI, Oracle, and SoftBank have announced five new data centers as part of their $500 billion Stargate initiative. This privately funded project aims to expand AI infrastructure across the United States. more

FTC to Big Tech: Don’t Trade American Privacy for Foreign Demands

In a striking admonition issued on August 21st, Andrew Ferguson, chairman of the Federal Trade Commission (FTC), cautioned over a dozen major technology firms against bowing to foreign demands that compromise American users' data security or freedom of speech. more

An Internet Infrastructure Perspective on AI Service Provision

This study analyzes the differences in domain name and IP address strategies among a number of current mainstream artificial intelligence (AI) service providers. We find that these technical choices not only reflect deployment decisions but also deep-seated corporate knowledge and capabilities in Internet infrastructure service provision, as well as brand positioning and market strategies. more

Breaking the AI Bottleneck: The Future of High-Density Data Centers

Artificial intelligence (AI) has become synonymous with innovation, transforming industries at an unprecedented pace. While some may frame AI as a groundbreaking development of our time, it's essential to acknowledge that its roots run deep. AI has evolved immensely from early tools like the abacus to present-day GPU-driven large language models. What sets the current landscape apart? The sheer scale of data, computational demand, and complexity of workloads. more

China Launches World’s First Underwater Data Center

China has achieved a world first by starting the assembly of an underwater commercial data center off the coast of Sanya, on Hainan Island, according to China Daily. more

The Causes of Network Outages: Underlying Causes, Growing Threats and Industry Implications

The Uptime Institute (UI) is an IT industry research firm best known for certifying that data centers meet industry standards. UI issues an annual report that analyzes the cause of data center outages. The causes for data center outages are relevant to the broadband industry because the same kinds of issues shut down switching hubs and Network Operations Centers. more

Annual Datacenter Forum in Copenhagen Changes Conference Programme Following Nord Stream Explosions

In light of Tuesday's Nord Stream 1 and 2 pipeline explosions, Datacenter Forum is updating its programme. Ask Tonsgaard Hjordt Brüel (Strategic Consultant, Rambøll), who has been tasked by the Nordic Council of Ministers to analyse the supply, security, and pricing of Nordic energy sources will share his preliminary findings at Datacenter Forum Copenhagen this week. more