Lead Report / Trends
AWS Bahrain disruption after drone activity
Amazon confirms AWS Bahrain disruption linked to drone activity, raising concerns over cloud infrastructure security in sensitive regions.
Live Wire
Swisscom challenges INWIT tower pricing|Meta boosts West Texas AI data centre investment to $10bn|WBA trials point to improved uplink speeds in Wi-Fi 7|AI growth tests data centre sustainability limits|Sparkle partners with Anthropic to offer Claude AI via Amazon Bedrock|DT’s AI factory targets legal sector with sovereign cloud push
Member Access
Daily Strategic Internet Intelligence, Free for Members
Become a BTW member for free daily updates across governance, market, membership, and RIR Watchdog sessions. Join now and manage your delivery preferences anytime.
- 01Daily intelligence brief
- 02Governance + market + RIR
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Governance
Ericsson targets supercomputer for 6G research
Disclosure cadence and institutional reporting discipline continue to tighten.
Market
Energy overtakes compute as key constraint for UK AI data centers
Service-layer demand expands as IP infrastructure intelligence becomes an investment variable.
Risk
Navan forecasts strong 2027 revenue on surge in new customers
Scenario mapping continues across regulation, concentration, and operational choke points.
Core Architecture
Governance, market, and membership branches operating in one integrated newsroom model.
Governance
- LACNIC proposes update to ICP-2 principles for RIR governance
- What AFRINIC reveals about internet governance transparency
- New AFRINIC board elected, ending legal disputes and restoring trust
Market
- Launch of BTW Leadership Alliance in London
- Bjarni Thorvardarson, CEO of Borealis Data Center
- Gergana Dimitrova on expansion strategy and long-term vision at NetIX
Membership
- Leadership Alliance: closed briefings, strategic sessions, private reports
- Strategic Circle: professional discussions, analyst access, quarterly deep dive
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RIR Watchdog
Five regional sessions: ARIN, RIPE NCC, APNIC, AFRINIC, and LACNIC.
ARINNorth America policy and transfer market signals.RIPE NCCEurope governance transparency and accountability monitoring.APNICAsia Pacific allocation pressure and policy dynamics.AFRINICBoard legitimacy, election process, and legal continuity.LACNICInstitutional adaptation and ICP-2 governance trajectory.
History of the Internet
From open protocols to systemic risk: a conversation with Geoff Huston
Geoff Huston reflects on how open protocols scaled the internet—and why centralisation and AI now pose systemic risks.
Open History Session
Leadership Alliance
Investors pivot to AI infrastructure amid valuation concerns
Investors shift towards AI infrastructure assets as concerns grow over valuations and returns in high-profile AI technology stocks.
Open Alliance Session