Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

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Globales · Economy · Politics20/01/2026

World Economic Forum kicks off in Davos with two main themes: Trump and AI

Through Friday, the world’s political and economic elite will gather in the Swiss resort to discuss the global outlook. The president of the United States is expected to take part on Wednesday.

Brasil · Regulation19/01/2026

2026 brings major regulatory challenges for Anatel

2025 was a strong year for Brazilian telecommunications, but a number of issues still need to be addressed this year in order to consolidate the gains achieved.

Globales · Economy15/01/2026

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Globales · Smartphones & Devices · Software and Applications14/01/2026

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

Globales · Smartphones & Devices · Hardware09/01/2026

Physical AI outpaced integration software

Humanoid robots dancing with attendees or dealing poker cards were the stars of a trade show that pointed to the direction the industry is set to take from now on.

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