North America Trends
North America Trends
North America market trend intelligence tracks cloud service, regional ISP, national telecom, data centre, and institutional infrastructure signals across North American internet infrastructure markets. BTW.
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1,329 articles
North America National Telecom Trends
Canada's mobile map can be challenged. Who corrects it?
The CRTC has standardized what Canadian wireless providers must say about outdoor coverage. The harder test comes later: when a resident contests a mapped road segment, can that evidence change the provider's estimate, the public map, and the decisions built on it?
North America National Telecom Trends
The CRTC kept Iristel’s Northwestel dispute anchored to the record
Canada’s telecommunications regulator has refused to reopen its finding that Northwestel had reasonable grounds to disconnect Iristel after their payment negotiations failed. The October 9 decision turns on what the parties documented before the deadline, not on a fresh ruling…
North America National Telecom Trends
Saskatchewan’s fibre award gets a faster claims lane, not a delivery waiver
Canada’s CRTC has approved earlier and more frequent reimbursement claims for Access Communications’ western Saskatchewan fibre project. The change eases a co-operative’s cash-flow burden while leaving the grant ceiling, construction obligations, holdback and proof of delivery in…
North America Cloud Services Trends
Gorilla's U.S. 100 MW target starts with a 6 MW site
Gorilla Technology Group Inc.'s October 9 announcement links a proposed U.S. data-centre acquisition to an ambition above 100 MW. The first facility is under a non-binding letter of intent: it has about 6 MW of current utility capacity, while a further 30 MW remains on an…
North America National Telecom Trends
Canada’s mobile map gets a challenge lane, not an automatic correction
Canada’s telecom regulator has standardized how wireless carriers report outdoor coverage and set out a public route for challenging map entries. The change makes evidence easier to compare and question; it does not upgrade service, independently measure every disputed location…
North America National Telecom Trends
FCC Authorizes Separate SpaceX D2D Constellation of 15,000 Satellites, Distinct From January’s Gen2 Approval
The FCC’s October 6, 2026 authorization establishes a separate direct-to-device satellite system rather than expanding the Gen2 Starlink broadband constellation approved in January. Although both systems have authorization ceilings of 15,000 satellites, the new D2D grant carries…
North America Regional ISP Trends
TDS completes Monroe County fibre build, leaving customer conversion and project returns unmeasured
TDS Telecommunications LLC has declared its grant-backed fibre project in Tennessee's Monroe County complete, making connections available to more than 3,000 locations. The announcement establishes a new stage of network availability but provides no subscriber, revenue or…
North America Institutional Trends
FERC Set One Clock, Not One Tariff, for Large Loads
FERC put six regional grid operators on a shared timetable to examine large-load interconnection. The June orders opened separate legal cases, left tariff design to each region’s record and preserved the division between federal transmission rules and state retail decisions.
North America Institutional Trends
ARIN’s Out-of-Region Draft Leaves One Anycast Question Open
A draft from the American Registry for Internet Numbers would distinguish resources used only beyond its service region from a resource used both there and in another RIR region. That boundary matters to operators running distributed services. Yet the current text has dropped a…
North America Cloud Services Trends
One sovereign AI contract still needs a service boundary
Eminence Grey markets a single agreement with a defined scope; its new partnership with Lumen is still exploring customer reservations. The commercial test is what that agreement makes one provider responsible for across compute, orchestration, security and network service.
North America Institutional Trends
DOE’s $159 million Genesis awards require different scorecards for science
The U.S. Department of Energy announced 12 new Phase II Genesis Mission awards and six additional Phase I selections. The $159 million total marks a bigger operating commitment; the public record still does not show what each team receives or how the portfolio will measure…
North America National Telecom
AT&T’s Fiber JV: Open Access Depends on the Anchor Tenant
AT&T plans to combine Forged Fiber 37 and Gigapower with GIP and CPP Investments. The ownership split is public; the wholesale rules that will turn “open access” into an orderable service are not. AT&T remains central to the customer relationship and was named as the planned…
North America Datacenter Trends
AIB’s $1.32bn Nebius contract still needs project finance
The binding 50 MW agreement changes AIB’s customer status, not the funding status of its planned data-centre build: the company’s own illustrative financing model leaves most project capital unarranged.
North America Datacenter Trends
Applied Digital’s 250 MW milestone puts rent conversion in focus
Applied Digital says another 75 MW at Polaris Forge 1 is ready for service, lifting reported operational load to 250 MW. The milestone advances a 400 MW contracted campus, but the next test is what the new halls add to base rent—not a forecast built from megawatts or fit-out…
North America National Telecom Trends
Zhone’s Tellabs deal adds overlap as well as reach
Zhone completed its acquisition of Tellabs Access on 1 October. The combined portfolio is broader, but both companies already sell Optical LAN; the commercial case now depends on customers, support and product choices, not portfolio labels.
North America Datacenter Trends
Celestica’s 11.1m-share offering shifts the AI test to cash returns
Celestica’s Q2 revenue rose 62% and its 2026 outlook moved higher, but the company also completed a primary share issue of 11.13 million shares to support working capital and capital spending. With receivables and inventory expanding and three CCS customers accounting for 63% of…
North America National Telecom Trends
Three carriers agree a satellite JV; existing deals stay separate
AT&T, T-Mobile and Verizon now have a joint-venture agreement and a founder-representative board. Yet the companies say their existing carrier-satellite agreements will remain in place, leaving the route from governance to one customer-facing platform open.
North America Cloud Services Trends
Thryv’s 76% SaaS share still turns on a 24-month print clock
Thryv’s software now supplies most reported revenue, but the 76% headline is a mix ratio—not a growth rate. SaaS dollars were nearly flat in Q2 2026 as legacy marketing revenue collapsed; print-directory delivery timing moves that denominator, while normalized directory economics…
North America Datacenter Trends
Quanome’s $120m shelf leaves its $18.8m GPU order’s funding open
Quanome has described a possible securities offering and a large server purchase, but the public filings do not yet connect the two: registration capacity is not cash, and the purchase agreement puts most of its price before shipment.
North America Cloud Services Trends
Peacock’s edge pitch needs a live-event scorecard
Comcast and Fastly say their software can move Peacock’s biggest live events closer to viewers through Comcast’s network. Their releases describe initial delivery and latency gains, but disclose neither event-level measurements nor the footprint actually serving Peacock.