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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1,346 articles
North America Datacenter Trends
IREN, Galaxy receive conditional ERCOT classifications
IREN's Sweetwater hub and two Galaxy projects entered ERCOT's Base Load category, while three other Galaxy sites remain subject to capacity allocation.
North America National Telecom
Verizon secures six-year Corning fibre supply
Verizon will receive more than 80 million fibre miles from Corning between 2027 and 2032 for broadband and long-haul network construction.
North America Datacenter Trends
Massachusetts makes data-centre commitments count
The new executive order ties state permits to community benefits and environmental conditions. The commercial test is whether a developer can make those promises credible before construction money is committed.
North America Institutional Trends
D-Wave’s 110,000 Qubits Belong on Two Scoreboards
D-Wave has attached two large numbers to a new US research award: a 100,000-qubit annealing system and a 10,000-qubit gate-model system meant to produce 100 logical qubits. The tempting arithmetic is also the wrong analysis. These are different machines, different units and…
North America Institutional Trends
USAC moves USF payments to SAM.gov
USAC will use SAM.gov banking records for USF payments, and incomplete registration will trigger payment holds even when invoices are accepted.
North America Cloud Services Trends
Galaxy's Caspian request faces an allocation test
Galaxy sought Base Load treatment for Caspian's 700MW request. ERCOT's conditional Studied Load classification leaves a different question open: how much capacity the study will allocate.
North America Cloud Services Trends
A+E selects Comcast for centralised VOD distribution
MediaExpress gives A+E one ingest point for video and metadata, while Comcast prepares and delivers each package to multiple distribution platforms.
North America Institutional Trends
Rigetti’s CHIPS Cash Comes in Tranches. The Shares Do Not
Rigetti’s new federal package puts two nearly identical $100 million values on different clocks. The cash depends on technical milestones; the 7.74 million-share block is issued as one instrument, then constrained by separate transfer, voting and repurchase rules.
North America Datacenter Trends
South Korea disputes reported $22.3bn Texas gas deal
Seoul says talks continue over a reported 6.3GW Texas power project intended to serve AI data centres, with no final terms confirmed.
North America Institutional Trends
Chime’s $590 Million Bank Deal Has an 18-Month Contract Fallback
Chime wants to replace a sponsor-bank relationship with ownership. Yet its merger agreement also prices the possibility that regulators prevent that change: under a narrow failure pathway, three agreements with Stride Bank do not expire on schedule but roll forward for at least…
North America Regional ISP Trends
Clearwave's Visionary deal has a local construction test
A proposed 17-state broadband platform brings a wider field for capital allocation. Its value will depend on turning local construction and serviceable addresses into durable customer connections.
North America Institutional Trends
GTS’s $400 Million SPAC Deal Has No Minimum-Cash Floor
The proposed NMP combination is presented as a route into public markets for a telecom contractor. Its harder arithmetic starts elsewhere: redeemable trust money, seller debt that survives closing, preferred capital that compounds, and a small class of shares carrying twenty…
North America National Telecom Trends
Verizon’s 80 Million Fiber Miles Reserve an Input, Not a Finished Network
Eighty million miles sounds like a map. In Verizon’s new Corning agreement, it is better read as an inventory unit: a six-year reservation of glass and connectivity components whose eventual value still depends on routes, crews, electronics, endpoints and customers.
North America National Telecom Trends
Zayo opens DynamicLink to agents beyond its own portal
The new MCP interface makes network control part of a wider enterprise workflow. The important test is whether an approved change remains the same change when it crosses systems.
North America National Telecom Trends
AT&T puts one service desk in front of Amazon Leo
The new satellite offer gives enterprise buyers one commercial interface. The harder question is what happens beyond it when a business application loses its normal connection.
North America Datacenter Trends
Oracle's Jupiter monitoring promise starts after opening
A public dashboard and twice-yearly assessments are planned once the data centres operate. Their usefulness will depend on keeping startup demand, routine consumption and conservation distinct.
North America National Telecom Trends
Uniti adds border access, not automatic local peering
New wholesale endpoints in McAllen and Chandler expand the places customers can buy transport. The traffic they can exchange locally remains a separate decision.
North America Cloud Services Trends
Qualcomm’s Amazon Warrant Starts With 3.75 Million Vested Shares, Not $60 Billion of Revenue
Qualcomm has attached an equity right to its effort to win Amazon as a multi-generation data-centre customer. The warrant can cover 25 million shares and its vesting ladder reaches as far as $60 billion of Amazon payments, but only 3.75 million warrant shares vested at issuance.…
North America Cloud Services Trends
PTC’s $525m Quarterly Buyback Crossed From Divestiture Cash Into Revolver Debt
PTC’s repurchase programme changed funding regimes in two quarters. Net after-tax proceeds from selling Kepware and ThingWorx financed a $375 million accelerated repurchase in March. By June, PTC was paying $500 million for open-market purchases in a quarter that produced $249.3…
North America Regional ISP Trends
The North American fibre boom is also a buying-ahead story
Operators are upgrading networks and advancing purchases before equipment gets dearer. Those two motives need not produce the same installation timetable.