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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1,343 articles
North America Datacenter Trends
TVA raises data-centre rates, adds capacity charge
TVA is making large data-centre projects commit to power capacity earlier, while offering interruptible service where permanent supply is not yet ready.
North America Datacenter Trends
Data-centre orders push US suppliers to expand factories
Generac and Siemens are expanding US manufacturing as data-centre orders increase demand for generators and electrical equipment.
North America Cloud Services Trends
Google links 27-product disruption to us-west1 optical maintenance
Google Cloud says planned optical maintenance caused unexpected congestion in its Dalles, Oregon metro and `us-west1` region on 20 August. The high-severity incident record names 27 affected products and shows that customers were advised to fail over to other regions before the…
North America Datacenter Trends
IREN delivers first 50MW AI-cloud building to Microsoft
Microsoft has accepted Horizon 1 at IREN's Childress campus, moving the first 50MW of a planned 200MW 2026 deployment into the delivered stage.
North America Datacenter Trends
AUC rejects Synapse's 1.4GW Olds power plant
The regulator found Synapse's proposed gas plant too close to homes, forcing a rethink of the power plan behind its 1GW Olds data centre.
North America Institutional Trends
Prince George approves C$400,000 Northern Health fibre link
Prince George will add a second Northern Health fibre link before hospital construction severs an existing route, using revenue from its municipal network.
North America National Telecom Trends
Cox's 33.6m Charter Units Were Valued at $11.9bn at Signing and $5bn at Close
Charter completed its acquisition of Cox with approximately the same 33.6 million exchangeable common units promised in 2025. What changed was their implied value: Charter called them US$11.9 billion at signing and approximately US$5 billion at closing, making the seller's…
North America Datacenter Trends
Meta's Alberta data centre may start before 932MW power plant
Meta's 1GW Alberta data centre may start before its 932MW dedicated gas plant, making interim power arrangements part of the project's delivery plan.
North America Datacenter Trends
Alberta considers setback rules for AI data centres
Alberta is considering minimum separation from homes after the AUC rejected a 1.4GW power plant proposed beside an Olds data-centre project.
North America Datacenter Trends
Generac commits $250m to data-centre generator capacity
Hyperscale orders are pushing Generac to expand US generator production ahead of 2027 deliveries, while supplier capacity and tariff exposure remain unresolved.
North America Cloud Services Trends
DigitalOcean closed its MKC1 incident while GPU recovery continued
The Kansas City region's control plane and broad CPU services returned on 19 August, but DigitalOcean's final public update still listed GPU Droplets as impacted. The sequence shows why a regional “resolved” label and workload recovery are not the same operating fact.
North America Datacenter Trends
IREN delivers first 50MW AI-cloud building to Microsoft
Microsoft has accepted Horizon 1 at IREN's Childress campus, moving the first 50MW of a planned 200MW 2026 deployment into the delivered stage.
North America Datacenter Trends
Nvidia backs first 4.25GW of OpenAI capacity at PORTS-Pike
Nvidia's credit support covers the first 4.25GW tranche at PORTS-Pike, where OpenAI has a 20-year lease and phased delivery targets start in 2028.
North America Datacenter Trends
Meta-BlackRock $14bn data centre carries partial insurance
Insurance limits cover only part of Sopaipilla's potential losses, leaving lenders to rely more heavily on Meta's lease and contractual support.
North America National Telecom Trends
FCC puts US terrestrial 100/20 coverage at 96.9%
Satellite lifts the FCC's reported 100/20 broadband availability to 99.7%, but terrestrial coverage remains lower and satellite performance can vary.
North America Institutional Trends
Prince George approves C$400,000 Northern Health fibre link
Prince George will add a second Northern Health fibre link before hospital construction severs an existing route, using revenue from its municipal network.
North America Datacenter Trends
Ford backs Ontario data centres to keep data in Canada
Ontario's draft framework would assess large data-centre projects on data sovereignty, economic contribution, and community benefit alongside grid requirements.
North America Datacenter Trends
Nvidia backs OpenAI Ohio data centre with $105bn guarantee
Nvidia's guarantee covers leases for 4.25GW of IT capacity, helping SB Energy finance the Ohio campus before OpenAI starts paying rent.
North America Datacenter Trends
Alberta begins AI data-centre town halls in Ponoka
Alberta is opening public discussions on AI data centres as communities weigh power, water and infrastructure requirements alongside new investment.
North America National Telecom Trends
Space Force awards $60m for multi-vendor SDN integration
The Space Force will test cross-network links and orbital routers as it tries to connect commercial satellite systems through standard interfaces.