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17 Apr
Research Notes

Amazon Acquires Globalstar: A $11.6 Billion Shift to Spectrum-as-a-Service and the Apple Ecosystem

  • April 17, 2026
  • By creativeteamf602216440

Amazon’s $11.6 billion acquisition of Globalstar is a strategic move to secure vital Band n53 spectrum and a key partnership with Apple, allowing the company to bypass regulatory hurdles and immediately challenge SpaceX in the direct-to-device market.

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17 Apr
Research Notes

Rackspace Analyst Day 2026: The Infrastructure Backbone for AI

  • April 17, 2026
  • By creativeteamf602216440

Rackspace aims to pivot to a services-led model architected for governed AI production in regulated industries.

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17 Apr
Research Notes

Can Open Source Sustain Enterprise Rigor Without Sacrificing Its Soul?

  • April 17, 2026
  • By creativeteamf602216440

New LTS program and OpenSearch 3.6 release aim to deliver stability, security compliance, and vendor-neutral support for AI and observability workloads.

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17 Apr
Research Notes

Is AWS Finally Killing the Pay-As-You-Go Billing Nightmare?

  • April 17, 2026
  • By creativeteamf602216440

Analyzing CloudFront flat-rate plans that bundle security and bandwidth to tackle billing anxiety and stop developer migration to rival platforms.

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17 Apr
Research Notes

Oracle Reshapes the Multicloud Landscape Through Frictionless AWS Connectivity and Open Standards

  • April 20, 2026
  • By creativeteamf602216440

Oracle is dismantling traditional cloud barriers by integrating OCI’s high-performance interconnects with the AWS Interconnect–multicloud open specification, enabling enterprises to unify their data and AI workloads across both platforms without the friction of egress fees or complex management.

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17 Apr
Research Notes

Nokia and Citymesh Launch World’s First Commercial 5G Core as a Service with AWS

  • April 17, 2026
  • By creativeteamf602216440

Nokia is redefining the mobile landscape by transitioning 5G from a theoretical cloud concept to a live commercial reality, offering operators a carrier-grade, subscription-based model that eliminates traditional capital constraints and shifts the focus from infrastructure maintenance to rapid product innovation.

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01 Apr
Research Notes

Cryptographic Validation Moves into the Data Plane, Redefining Requirements for AI Infrastructure

  • April 2, 2026
  • By creativeteamf602216440

FIPS 140-3 positions Hammerspace to support regulated AI workloads, where encryption must persist as data moves between locations and platforms.

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01 Apr
Research Notes

Is Finland the New Silicon Valley of European AI Infrastructure?

  • April 1, 2026
  • By creativeteamf602216440

Nebius plans a 310 MW AI factory in Finland, targeting 3 GW global capacity by 2026.

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01 Apr
Research Notes

Is $200/kg the Number That Makes or Breaks Space AI?

  • April 1, 2026
  • By creativeteamf602216440

Starcloud’s $170M orbital data center raise hinges on launch cost curves that only SpaceX Starship can validate

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01 Apr
Research Notes

NVIDIA and Marvell’s $2B Alliance: Architecting the Optically-Defined AI Factory

  • April 1, 2026
  • By creativeteamf602216440

Marvell NVLink Fusion partnership, Celestial AI photonic fabric, and $2B equity investment further position NVIDIA to strengthen optical interconnect capabilities alongside its GPU silicon.

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