North America Companies
North America Companies
North America company intelligence maps internet infrastructure operators, cloud service providers, telecom networks, data centre companies, registries, alliances, standards bodies, and institutional market actors across North American internet infrastructure markets.
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Latest from North America Companies
695 articles
North America National Telecom
Gogo’s $15m GEO renewal is a signal, not a run-rate
Gogo says an overseas government customer renewed a geostationary satellite communications lease worth more than $15 million. Without a term, aircraft count or annual schedule, the announcement signals retention but cannot be translated into recurring revenue.
North America Institutional
Two Companies Named Hughes, One AI Legacy That Got Lost
Before Hughes Network Systems ran self-healing networks on Microsoft's cloud, an earlier Hughes ran one of the defining autonomous-vehicle programs in American AI research. The directory entry that links them is mostly an accident of naming — and the collision tells you something…
North America Cloud Services
MEDITECH's Retention Paradox: Record Conversions, Shrinking Footprint
Medical Information Technology, Inc. — MEDITECH to three generations of hospital IT staff — is having the strangest two years of any major healthcare software vendor. In 2025, its legacy customers converted to its Expanse platform at the highest rate ever measured: of 44 legacy…
North America Cloud Services
Lowest Host/Empire Technology LLC: A Two-Decade Budget Host, a Changed Registry Record, and the Economics of Staying Invisible
Lowest Host/Empire Technology LLC: A Two-Decade Budget Host, a Changed Registry Record, and the Economics of Staying Invisible intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market…
North America Regional ISP
Gafachi's Fragmented Registry Identity: An ASN That Now Points Elsewhere, and a New Routing Footprint With No RPKI Shield
Gafachi's Fragmented Registry Identity: An ASN That Now Points Elsewhere, and a New Routing Footprint With No RPKI Shield intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure…
North America Regional ISP
Hughes After the Spectrum Sales: Chapter 11 and the Starlink Feeder
Hughes Network Systems, LLC, the satellite broadband unit of EchoStar, filed for Chapter 11 on August 3, 2026 — a reorganization that arrives only after EchoStar ceded roughly 115 MHz of spectrum to SpaceX and AT&T under FCC-approved sales, and after a referral arrangement began…
North America National Telecom
Lumen Cashed Out Its Fiber Growth Engine. The Harder Test Comes Next
Lumen's sale of its consumer fiber-to-the-home business to AT&T closed on February 2, 2026, converting the company's fastest-growing retail asset into cash aimed squarely at its debt stack. But the transaction that reshapes US consumer fiber ownership is only half executed: the…
North America Datacenter
Ontario Datacenter LLC: a California colocation identity that outlived its own network
Ontario Datacenter LLC built and marketed a real Inland Empire datacenter — and then, by the public record, its own routing identity went quiet while a successor entity under the same principal and the same street address began announcing its address space. The company persists…
North America Regional ISP
Cox's $34.5 Billion Handover: What Charter Actually Bought, and What the Cox Family Kept
Charter Communications and Cox have signed, approved and largely cleared the largest cable consolidation in a generation — yet the structural change in US broadband has not happened yet, because the transaction itself has not closed. The signed documents show the deal is not a…
North America Cloud Services
OpenAI holds its own routing identity. It has not yet bought its way out of the clouds
OpenAI OpCo, LLC registered two autonomous systems with ARIN and quietly built a peering posture, but the real shift in its infrastructure dependence runs through a restructured Microsoft deal, a $300 billion Oracle purchase obligation beginning in 2027, and a debt-heavy Stargate…
North America Datacenter
Vertiv: AI racks are priced on power and thermal, and the record says performance — not demand backlog — is quantified
In a liquid-cooled AI rack, the silicon is no longer the first failure mode. Power conversion, coolant distribution and heat rejection set the deployment ceiling — and Vertiv's own disclosures let readers test whether the supplier layer is shipping at that pace, not merely…
North America National Telecom
Array Digital Infrastructure’s tower rent book is now the whole company
The Verizon spectrum sale closed on 1 June 2026, and TDS withdrew its take-private proposal on 1 September 2026. What is being tested now is whether a 4,456-tower rent book and a $1.58 billion C-Band-heavy licence stub can carry the company without another parent-led transaction.
North America National Telecom
Array Digital Infrastructure: two closed sales, one pending, and a rent book split in two
What the company formerly known as UScellular has already converted into cash is documented. What it has not yet converted, and what it kept to earn from, is where the argument now sits.
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 Institutional
JPMorgan's AI data-center book: what is funded, what is only committed
A bank can announce a role, originate a loan, commit a facility and reserve against an undrawn line. Those are four different facts with four different numbers. JPMorgan Chase's public record on AI data-center finance contains all four, and collapsing them into a single exposure…
North America Datacenter
CleanSpark seeks $2.23bn for Meta-backed data centre
CleanSpark plans to raise $2.227bn in secured notes for its 175MW Sandersville project, where Meta backs a 20-year lease.
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 Datacenter
Theseus names Raval to lead Anthropic build-out
The former CyrusOne and Equinix xScale executive will lead a Macquarie-GIC-owned platform developing US data-centre capacity for Anthropic.
North America Datacenter
Meta raises Utah data centre spend to $3bn
Meta has increased its planned Utah data centre investment to $3bn, but has not disclosed the capacity, cooling design or power arrangements behind the higher figure.
North America National Telecom
Cricket launches 5G home internet on AT&T network
Cricket has launched fixed wireless home internet over AT&T's 5G network, extending the prepaid brand into broadband without building a separate access network.