North America Cloud Services
North America Cloud Services
Cloud Service company intelligence covers cloud service providers, hyperscale platforms, hosting firms, managed infrastructure operators, and edge computing providers in North America, with enough context for readers to understand how these organisations build, operate, finance, regulate, and sell the infrastructure that supports digital markets.
Latest Coverage
Latest from North America Cloud Services
14 articles
North America Cloud Services
The Audit Tool Was Supposed to Stop the Command. The Audit Tool Had a Bug.
On 4 October 2021 a routine capacity check removed Facebook's entire backbone, and the software written to block exactly that kind of command waved it through. The memorable failure is not the clever DNS fail-safe that turned one bad command into a global blackout. It is that…
North America Cloud Services
One Peer, Four Prefixes, Zero IPv4: What GPULOL's Routing Record Actually Shows
One Peer, Four Prefixes, Zero IPv4: What GPULOL's Routing Record Actually Shows intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may…
North America Cloud Services
Microsoft Cloud grew 30% as its gross margin fell to 66%
Azure revenue rose 48%. Microsoft says the faster shift toward Azure pulled down the combined cloud gross-margin percentage, while data-centre infrastructure costs rose to support demand.
North America Cloud Services
Inference Solutions: Complete on Contact, Empty on Control
Put this record in a procurement memo and you will have claimed more than it says. That is the specific danger of a card this tidy: the fields that are filled in are precise enough that the fields that are empty read like answers too.
North America Cloud Services
Groq's Rate Limits Bind Less Than They Seem
Groq sells low-latency model serving on its own chips, and beside the service it publishes the paperwork that decides how much work a customer can push through it. Read as a set, the pages retained for this briefing describe an operating envelope assembled from separate parts: a…
North America Cloud Services
GPU.ONE's ARIN Handle Certifies a Registration, Not Compute
A Canadian corporate name, a GPU-shaped domain, and a registry handle whose technical contact points somewhere else. Read separately, they are three unremarkable records. Read together, they place a company at the registration layer and nowhere else — and the distance between…
North America Cloud Services
GPULOL's Name Says GPU. Its Record Says IPv6 Only.
GPULOL's Name Says GPU. Its Record Says IPv6 Only. intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow. The North America…
North America Cloud Services
Proofpoint’s Varonis bid tests the link between threat signals and data access
A security alert becomes useful when an organisation can connect the person or agent that acted, the data it could reach, the permissions that made the action possible, and the remedy that actually changed exposure. Proofpoint’s proposed purchase of Varonis promises to join more…
North America Cloud Services
CoreWeave's Backlog Is a Delivery Promise, Not Revenue
CoreWeave closed June 2026 with roughly $104 billion of contracted revenue backlog and $2.575 billion of revenue for the quarter. The distance between those two numbers is the company's real operating problem, and CoreWeave's own disclosure language says where it sits: backlog…
North America Cloud Services
AWS’s recovery gap: DynamoDB access was not usable EC2 capacity
The October 2025 disruption in Northern Virginia exposed a difference between repairing a dependency and completing the work needed to make new compute usable. The recovery sequence matters more than a single all-clear time.
North America Cloud Services
CoreWeave brings up multi-rack Vera Rubin cluster
CoreWeave linked hundreds of Rubin GPUs and added storage changes aimed at reducing cross-region write delays for AI workloads.
North America Cloud Services
FreeCast targets telecom operators with streaming PaaS
FreeCast is pitching its streaming platform to telecom and broadband providers, with Assist Wireless and enTouch Wireless already signed to use the service.
North America Cloud Services Trends
Extreme launches multi-beam Wi-Fi for NFL venue
Extreme Networks is using the Tennessee Titans' new Nissan Stadium as a public test case for Wi-Fi 7 capacity control in dense large-venue environments.
North America Cloud Services
T-Mobile named official 5G partner for US golf
BTW tracks major telecom operators because their 5G deployments show how network capabilities are moving into enterprise and infrastructure markets.