North America Cloud Services Trends
North America Cloud Services Trends
Cloud Service trend intelligence tracks cloud computing market trends, AI infrastructure demand, hybrid cloud adoption, edge deployment, platform competition, and data centre capacity pressure in North America, giving readers a fuller view of the demand shifts, capacity constraints, platform strategies, capital timing, regulatory pressure, and operating assumptions behind the market.
Latest Coverage
Latest from North America Cloud Services Trends
618 articles
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 Trends
Asure folds a $26.5m payroll buy into 2027; its sales contribution stays blank
Asure’s third-quarter recurring revenue grew 14% organically, according to management. Its 2027 sales outlook also includes a payroll processor bought in October, but the company has not separated that business’s contribution. The forecast combines two engines and reports only…
North America Cloud Services Trends
Dynatrace has a place in the federal queue. The permit comes later.
The government's marketplace gives Dynatrace's planned high-tier cloud offering a public place to stand. Its record still shows zero authorizations. Between those two facts sits a sales opportunity funded by implementation work, evidence and time.
North America Cloud Services Trends
F5 filled the shelves. Now it wants a bigger buyback cheque.
Systems are F5's fastest-growing disclosed product line. Inventory has climbed much faster than annual revenue, and the board has just added $1.5 billion of permission to buy back shares. The test is whether the stocked hardware finds customers quickly enough to justify that use…
North America Cloud Services Trends
Oracle’s TPU menu opens in 2027. Capacity is the small print.
Oracle will add TPU accelerators to Oracle Cloud Infrastructure, widening the compute choice inside one cloud. The first availability is planned for 2027, followed by a multi-year ramp; customers still lack the details that turn a launch into a purchase plan.
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 Trends
Google Cloud’s 18-hour write disruption exposed a failed routing safeguard
Two days of Cloud Storage write trouble in Iowa were not one undifferentiated regional outage. Google’s final incident report describes a routing optimization that concentrated traffic on a few under-capacity storage nodes, then an incomplete rollback that allowed the imbalance…
North America Cloud Services Trends
Azure’s gateway outage began when paused updates resumed in a burst
A temporary pause ended; a large group of gateway updates restarted within a short period. At the same time, a separate change had made configuration requests slower. Microsoft’s incident review shows how the two conditions met in a shared regional control plane—and why a gateway…
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 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 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 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.
North America Cloud Services Trends
BRC’s Sangoma deal promises a brand, not a product roadmap
BRC says Sangoma will join its communications portfolio while keeping its brand. That is an announced ownership plan, not yet a customer-continuity commitment: the deal has not closed, and the public materials do not specify what happens to product roadmaps, support or contracts.
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 Trends
Barrick’s mine-wide AI needs a boundary between advice and action
The promise of one intelligence layer across a mine is not merely better analysis. It is faster passage from a signal to a decision and from a decision to work in the field. That passage is also the product risk. Barrick and Avathon can make a broad operating platform credible by…
North America Cloud Services Trends
Softcat’s $1.05bn GDT deal buys a service platform, not data-centre capacity
Softcat is paying for a route into large US technology accounts and the people, vendor relationships and delivery machinery that serve them. Whether that platform merits new dilution and leverage will depend on retention and cash conversion after completion, not on the…