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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1,338 articles
North America Datacenter
FCC reportedly drafts ban on new Chinese optical transceivers
The FCC’s reported proposal could force US data-centre operators to review Chinese optical-transceiver suppliers earlier in the network-design process.
North America Datacenter Trends
Allentown has turned a data-centre setback into an evidence ledger
Allentown City Council has adopted a tougher prospective framework for data-centre permits: one eligible industrial district, a 500-foot sensitive-use buffer and continuing duties on noise, utilities and closure. The important test now is not the size of the setback but whether…
North America Cloud Services Trends
Blue Origin has named New Glenn’s failed valve; proving the fleet fix is the harder step
Blue Origin says one BE-4 main oxygen valve initiated the ground-test failure that destroyed a New Glenn vehicle in May. The finding is testable, but the company still has to connect the modification to seven-engine configuration control and a defensible return-to-flight…
North America Cloud Services Trends
Private Relay’s blind spot begins where Safari no longer owns the request
Three WebKit network paths can step outside Apple’s relay even while a page appears to be protected. The useful lesson is narrower than “privacy is broken” and more consequential: a privacy boundary is only as complete as the inventory of system services allowed to create traffic…
North America Datacenter Trends
SpaceX’s AI build-out has a conversion problem: turn $15.8bn of quarterly capex into durable demand
SpaceX’s second-quarter filing shows an AI infrastructure programme expanding faster than its current revenue base. The strategic question is no longer whether it can finance capacity, but whether concentrated customers and partly terminable contracts can absorb that capacity…
North America Datacenter Trends
Nashville turns data-centre opposition into authority to buy the land
Nashville’s council has approved an ordinance authorising the city to negotiate for, or condemn, a 23.49-acre parcel beside the zoo where DC BLOX plans a data centre. The vote gives Metro leverage and a route to control the site. It does not give Metro the deed, fix the…
North America Datacenter
Perimeter Compute targets spare office power for edge AI
The startup plans to install GPU infrastructure in commercial buildings with unused electrical capacity, but it has not disclosed a signed site, customer or operating deployment.
North America National Telecom Trends
IonQ commits $15m to EPB quantum-memory lab
IonQ and EPB will test quantum memory on Chattanooga’s operational fibre network through a five-year research programme.
North America Datacenter Trends
Big Tech commits $1.09tn to future leases
Microsoft, Meta, Oracle, Amazon and Alphabet have signed leases for facilities that are not yet available for use, mostly data centres.
North America Datacenter Trends
FCC drafts Chinese data-centre transceiver ban
A proposed US restriction could require data-centre operators to check the regulatory status of optical components before approving network designs.
North America Datacenter Trends
Rockford’s six-month pause turns a data-centre proposal into a municipal rulebook test
Rockford City Council has approved a six-month moratorium on new data-centre development while the city writes standards for an infrastructure-intensive land use. The draft ordinance is more precise than a simple ban: officials may continue conditional processing, but cannot…
North America Datacenter Trends
Louisville’s 7–1 committee vote creates a procedural gate, not a data-centre ban
Louisville Metro Council’s Planning and Zoning Committee has advanced an amended 180-day data-centre moratorium by seven votes to one. Nothing has paused yet. The measure remains Old Business for the full council’s 13 August agenda, carries no enactment record, and would take…
North America National Telecom Trends
Flight 14 is where Starship must stop being a test and start delivering network capacity
SpaceX says its next Starship flight will attempt something the programme has never done: carry Starlink V3 satellites to operational orbit. The tentative end-of-August mission would connect the rocket directly to the economics of the company’s broadband network. Yet the…
North America Cloud Services Trends
DigitalOcean fixed the billing feed; customers still need the reconciliation trail
DigitalOcean’s Spaces Cold Storage incident did not take stored entities offline. It made daily usage and current invoice values unreliable for some customers. The provider traced the problem to its billing-processing system and corrected the data synchronization, but its public…
North America Datacenter Trends
AMD’s $6.7bn data-centre quarter turns the AI forecast into an execution test
AMD’s second-quarter record is less interesting as a victory lap than as a change in the burden of proof. Data Center supplied 58% of company revenue, and its $6.7 billion was more than double the prior-year level. Management now guides to roughly $13 billion for the third…
North America Datacenter Trends
Caterpillar’s $20.5bn quarter shows where the data-centre power bottleneck is becoming revenue
Caterpillar’s first quarter above $20 billion did more than set a company record. It exposed one route by which the data-centre buildout reaches the industrial economy: through large generator sets, turbines, construction fleets and the service capacity needed to keep them…
North America Cloud Services Trends
AWS’s Lusby withdrawal ends one site-plan process, not the data-centre argument
Calvert County says Amazon Data Services, also referred to as AWS, formally withdrew the Conceptual Site Development Plan for the Calvert Technology Center on 4 August. The application had passed acceptance and a first review but had not reached construction. Local reporting…
North America National Telecom Trends
NTIA sends 4.4GHz spectrum study plan to Congress
NTIA has sent the 4.4GHz study plan to Congress, starting a 60-day review before agencies can receive funding for engineering work.
North America Datacenter Trends
Dozens protest Meta’s planned Alberta data centre
Local opposition has emerged after Meta secured key permits for its 1GW Alberta data centre, focusing attention on grid use, water and project oversight.
North America National Telecom Trends
TELUS cuts dividend 55% as digital unit loses value
TELUS is retaining more cash for debt reduction as it focuses resources on connectivity and reviews assets outside its core telecom business.