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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1,341 articles
North America Regional ISP Trends
Wire 3 starts $36m fibre build in Anderson
Wire 3 has begun its first South Carolina fibre build in Anderson, with first customer connections expected as early as autumn 2026.
North America Datacenter Trends
Grove City may require votes on large data-centre projects
Grove City may require a public vote before large data-centre projects can enter the city’s normal planning process.
North America Regional ISP Trends
Rightfiber’s $1.6bn Facility Brings Build-or-Buy Choices Forward
The merged operator has financing for expansion and potential acquisitions. Turning that scope into paying connections requires careful sequencing while legacy customers stay on their existing arrangements.
North America Datacenter Trends
ERCOT delays Texas data-centre grid classifications
ERCOT has missed a second Batch Zero classification deadline as verification work pushes Texas data-centre grid decisions further into 2027.
North America Cloud Services Trends
ScanSource Buys MicroAge—and the Job of Settling Channel Conflicts
The US$220.5m acquisition gives ScanSource services to sell through its partners and an integrator that already sells to end users. Management says the distributor can adjudicate competing claims. The commercial test is whether that discretion makes partners more willing to bring…
North America National Telecom Trends
Optimum expands T-Mobile deal for standalone 5G
Optimum is connecting its own mobile core to T-Mobile's standalone 5G network, with a full launch expected in early 2027.
North America Datacenter Trends
Solaris Brings Construction In-house as Its Power Contracts Expand
Solaris Energy Infrastructure’s acquisition of Omega Foundation Services reaches into the work that must happen before a power plant can earn its keep: preparing the site, building the foundations and assembling the electrical infrastructure. Together with July’s GESA…
North America Institutional Trends
Venture Global’s US$3bn Line Can Fund Pre-FID Work—but Matures in 364 Days
Venture Global has closed a large liquidity commitment at the level of its VGLNG subsidiary. It has not disclosed a US$3 billion draw. The distinction matters because the line may pay certain costs of the CP2 and Plaquemines bolt-on expansions before final investment decisions…
North America Institutional Trends
cbdMD’s Twinlab Deal Pays the Lender—and Gives It a Board Seat
The proposed sale may keep Twinlab’s supplement brands operating, but it does not send the stated US$3.98 million price to Twinlab or to the estates selling the assets. The recipient is secured creditor Akretive, which would emerge with debt owed by cbdMD’s acquisition vehicle…
North America National Telecom Trends
TDS Withdrew Its 0.86-Share Array Proposal and Reopened $523.9m of Buyback Capacity
TDS has turned its common-share denominator around without yet moving it in either direction. The abandoned Array proposal pointed toward issuing roughly 13.49 million TDS Common Shares on the latest disclosed share count. The post-withdrawal plan points toward repurchasing TDS…
North America Institutional Trends
ROC Closed ZTC, but Much of the Stock and Revenue Share May Hit Operating Expense
Rank One Computing now owns all of ZTC, yet the closing did not turn the deal into one settled price. Cash still has an adjustment process, stock vests on three clocks, and a seven-year revenue share is tied to both a narrow revenue definition and the sellers' continuing…
North America Cloud Services Trends
At Definitive Healthcare, 58.54% plus 17.6% becomes 66.36%
The percentages in Definitive Healthcare’s proposed going-private transaction appear to resist arithmetic. Advent reports 58.54%. Founder Jason Krantz reports 17.6%. Yet their filings say a possible group would hold 66.36%, not 76.14%. Nothing has gone missing. The denominator…
North America Datacenter Trends
Host Digital signs $1.25bn lease for 43MW in Oklahoma
Host Digital has signed a 15-year lease for 43MW of IT capacity at an already powered Oklahoma data centre, with handover expected in the first half of 2027.
North America Institutional Trends
Exascale Closed With 47.6% of Stock Carrying 94.8% of the Vote
Exascale Labs entered the public market with almost half of its common shares carrying almost all of its voting power. The shares have equal economic rights, but they do not confer equal authority. Redemptions, lock-ups and warrants add three more boundaries that a single…
North America Datacenter Trends
Corvex targets 8MW across two US data centres
Corvex has signed agreements to expand across two existing powered data centres, with about 8MW expected by year-end and another 12.5MW remaining optional.
North America Institutional Trends
G-III Owns 50% of Marc Jacobs IPCo—but Appoints 2 of 5 Managers
G-III’s Marc Jacobs transaction closed with a phrase built for headlines: a 50/50 intellectual-property venture. The operating agreement tells a less symmetrical story. G-III owns half the units and the acquired operating business, yet WHP appoints three of the IP company’s five…
North America Institutional Trends
Select Medical’s vote came before 53 holders rolled another 3.84m shares
Select Medical stockholders approved a transaction built around a fixed US$16.50 cash price. Four days later, a newly filed schedule showed 53 additional holders moving 3,844,152 unrestricted shares into private-parent equity instead. Closing then put a US$1 billion incremental…
North America Datacenter Trends
Bitdeer’s $100m Rockdale Land Deal Adds No Disclosed Megawatts to Its 742MW Plan
Bitdeer has converted a leased-land risk into fee-simple control over roughly 200 acres near Rockdale. That is a real asset change. The power headline is different: 563MW online plus 179MW planned already appeared in the company’s site tables before the purchase. The disciplined…
North America Institutional Trends
Consenting holders’ 8.6m Hornbeck Jones Act warrants map to 88.5m shares—but citizenship controls issuance
Hornbeck Offshore Services inherited a block of Jones Act warrants whose gross arithmetic is large enough to look like immediate dilution. The 8,617,903 warrants held by consenting stockholders map, at 10.27167 shares each, to about 88.5 million common shares. Yet the filed…
North America Institutional Trends
AEye Calls Its Lunar Lidar Award Multi-Million-Dollar; Q2 Revenue Was $202,000
AEye’s Apollo lidar has been selected for Lunar Outpost’s Pegasus rover. The size label is striking beside AEye’s tiny revenue base, but the filing leaves the exact value, quantities, delivery schedule and accounting milestones undisclosed. The commercial question is no longer…