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AWS says Iranian strikes caused permanent customer data loss in Bahrain and the UAE, exposing the limits of Availability Zone redundancy when physical destruction affects multiple cloud facilities within a region. more
Amazon's Qualcomm deal spans custom AI inference chips and optical networking, with equity warrants tied to purchasing milestones reaching $60 billion, potentially expanding competition across the data-center compute and connectivity supply chain. more
Canada's voluntary framework asks data-center developers to cover electricity-system costs, limit water and environmental impacts, disclose local effects and deliver national benefits as the country expands sovereign AI and cloud infrastructure. more
Governments, corporations and Indian Tribes increasingly want to keep their data out of Big Tech's hands. The push for data sovereignty could reshape cloud computing, favoring private AI systems over sprawling, centralized data centers. more
Cisco warns AI traffic will reshape internet infrastructure as inference workloads demand lower latency, stronger upstream capacity and new network architectures, with AI expected to generate one quarter of web traffic by 2035 worldwide eventually. more
IP geolocation has evolved from routing metadata into essential Internet infrastructure, enabling compliant content delivery, cybersecurity, and digital governance while raising urgent questions about transparency, interoperability, and fragmentation risks worldwide for policymakers and providers alike. more
NANOG 97 revealed how AI is reshaping network infrastructure, from lossless data centre fabrics and optical limits to surging investment, while exposing unresolved questions about geolocation, IPv6 adoption and Internet operations in an AI-driven era. more
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
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
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
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
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
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
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
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
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