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.
Latest Coverage
Latest from North America Trends
1,338 articles
North America Datacenter Trends
TeraFab’s $16.8bn first phase moves the bottleneck inside the factory gate
SpaceX has now put an address and an opening capital estimate on its TeraFab ambition: Grimes County, Texas, and approximately $16.8bn for an initial phase funded by SpaceX and Tesla. That is a material narrowing of a project that was already visible in prospectus and county…
North America Datacenter Trends
Everllence wins 480MW off-grid data-centre engine order
Everllence will supply 24 gas engines for an unnamed US hyperscale data centre, with commissioning tied to the expansion of the off-grid facility.
North America Datacenter Trends
Duke Energy data-centre agreements reach 7.6GW
Duke Energy has signed 7.6GW of data-centre agreements, with much of the 5GW under construction expected to start taking power from late 2027.
North America Datacenter Trends
STACK buys $66.4m Culpeper data-centre site
STACK has acquired a zoned 71-acre site in Culpeper, but has not disclosed a site-specific power allocation or construction timetable.
North America Institutional Trends
NSF launches $100m regional AI infrastructure hubs programme
NSF will fund hub coordination, training and workforce development, while regional consortia must separately secure the computing, data and software used by each hub.
North America National Telecom Trends
Glide launches MagicalAuth beta across three US carriers
Glide’s MagicalAuth beta brings SIM-based authentication to AT&T, T-Mobile and Verizon, while fallback and recovery performance remain unproven.
North America Datacenter
Hillsborough moves to draft data-centre moratorium
Hillsborough is preparing data-centre rules before applications arrive, with potable-water use for cooling among the conditions under review.
North America Institutional Trends
America’s polysilicon floor is a customs price rule, not an instant factory boom
The United States has moved polysilicon policy from a threat of future action to four explicit price floors and a downstream tariff. From 4 December, covered imports will face minimum values ranging from USD21 per kilogram of polysilicon to USD0.38 per watt of solar modules…
North America Institutional
What AS393598 Shows About Affinity Credit Union’s Network Identity
What AS393598 Shows About Affinity Credit Union’s Network Identity 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 Cloud Services Trends
DigitalOcean’s write-path failure lasted 2h26m, then appeared seven hours later
DigitalOcean says customers encountered write and configuration failures across multiple services from 06:42 UTC to 09:08 UTC on 6 August. The provider created and resolved its incident record at about 16:33 UTC, more than seven hours after recovery, making the event a…
North America Cloud Services Trends
IMC expands its CoreWeave footprint without disclosing the capacity it bought
Quantitative trading firm IMC has committed to a significantly larger CoreWeave footprint, including CoreWeave Kubernetes Service, after running several clusters in production since 2025. The decision enlarges an existing dependency rather than creating a first deployment, while…
North America National Telecom Trends
Zayo names NVIDIA, but the 8,000-mile build was already on the books
Zayo has named NVIDIA as a collaborator on connectivity for distributed AI infrastructure. The counterparty is new public information; the route package is not. Zayo disclosed the same more-than-8,000-mile plan, including six new routes and ten overbuild corridors, on 16 April…
North America Institutional Trends
4,407 exposed Rockwell controllers reveal a routing problem, not 4,407 victims
Forescout found 4,407 internet-facing industrial controllers exposing EtherNet/IP in an August 3 query, with a striking concentration on US mobile-carrier networks. The count measures reachability, not compromise. Its value is to show where asset owners, carriers and public…
North America Datacenter Trends
Vantage’s Wisconsin power build has three projects and several incompatible denominators
We Energies has started construction on solar, wind and battery projects in Wisconsin, with roughly half of each project’s capacity allocated to Vantage Data Centers’ Port Washington campus. The work gives the $15 billion development a visible supply programme, but it does not…
North America Datacenter Trends
Amazon is rewiring its Indiana AI campus before buying a new one
An internal plan to join several Indiana data-centre buildings into one Trainium supercluster is a capital-allocation decision disguised as an engineering diagram. Amazon wants more than 6,000 servers deployed faster for its next in-house model, but the value lies in whether…
North America Institutional Trends
China’s US countermeasures turn compliance into a chain of bottlenecks
Beijing’s response to new US restrictions is not one embargo. It combines case-by-case drone export review, named-company prohibitions, a change in who may inspect American factories for Chinese certification and an investigation into printing technology. The economic effect will…
North America Datacenter
Gilbert, Arizona, weighs stricter data-centre rules
Gilbert, Arizona, would limit data centres to light-industrial sites, ban potable-water cooling and require wider setbacks from nearby homes.
North America Datacenter
Texas halts data-centre grid approvals
Texas has frozen new data-centre grid approvals, leaving ERCOT’s first large-load allocation process without a timetable.
North America Datacenter
Oregon Democrats plan three-year data-centre moratorium
Four Oregon lawmakers plan a three-year pause on new large data centres as the state reviews power, water, tax and land-use rules.
North America Datacenter Trends
Sandisk’s datacenter surge still carries a NAND price tag
Sandisk doubled quarterly datacenter revenue while adding five customer agreements, but two-thirds of its company-wide sequential growth came from higher pricing. The result is a powerful signal of storage demand—not yet proof that contracts have neutralised the NAND cycle.