Global chip market outlook for 2023 gloomy

Gartner assured that the industry will lose sales of almost US$ 30 billion compared to this year. There are two factors at play: oversupply and its flip side, sluggish demand, and a global economy affected by inflation, rising interest rates and an incipient recession. TSMC will reduce its capital expenditure by 10% in 2022.

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Globales · Software and Applications02/11/2026

Google’s collapse revives questions about how to monetize AI investments

Last Thursday, Alphabet shares fell more than 12%. Investors reacted to lower total revenue in the third quarter, a decline in net income and negative cash flow for the first time in the tech giant’s history.

América Latina · Economy · Politics20/10/2026

Sovereignty: one word, multiple meanings

At Grupo Convergencia’s recent Carriers Map Day 2026, participants discussed the concept of sovereignty and how the perspective shifts when viewed from a regional standpoint.

América Latina · Regulation19/10/2026

Regulators discuss governance, resilience and cooperation to improve the digital ecosystem

Held in Montevideo, the 18th Regulatel-ASIET-Comtelca Summit highlighted the need to transition toward "digital regulators" with a broad perspective on the ongoing technological superconvergence. The summit also emphasized the need to strengthen cybersecurity.

América Latina · Data Center15/10/2026

The future of wholesale and the reinvention of connectivity

The wholesale business is entering a more mature phase, with portals and APIs playing a key role in driving growth. Cirion has introduced Network-as-a-Service as an overlay on its underlying infrastructure, enabling it to restore margins and expand its addressable market.

Globales · Hardware · Software and Applications · Data Center13/10/2026

Shadow financing: Hidden debt behind AI deployment has reached US$1.35 trillion

These liabilities are estimated for five companies: Meta, Alphabet, Amazon, Microsoft and Oracle. As data centers become operational, these liabilities move onto the balance sheet and become visible. The risk is that the spending fails to generate sufficient profits, potentially leading to massive write-downs.

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