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 Trends
Apple shares fall on chip shortage warning
Apple’s weaker outlook shows how AI-driven memory demand and separate processor shortages are raising costs and limiting device supply.
North America Datacenter Trends
Iowa’s data-centre tool turns local controversy into questions that can be audited
The University of Iowa has released a decision tool for counties, cities and communities considering data-centre development. It does not tell officials to approve or refuse a project. Its value is more procedural: it converts arguments about water, power, taxes, land and…
North America Datacenter Trends
Texas puts a proof gate in front of its 474GW data-centre queue
Texas has ordered PUCT and ERCOT to audit every data-centre project advancing through the grid connection process before it can move forward. The state says requests now exceed 474GW—more than five times ERCOT’s record peak demand—and that roughly 90% of new power requests come…
North America Datacenter Trends
Lakeland’s 50MW line buys a year to write rules before approving concentrated load
Lakeland’s City Commission voted 4-3 for a twelve-month moratorium on large-scale data centres and other proposed customers with peak demand of at least 50MW. The pause covers the city’s acceptance, processing, review and approval of relevant development applications while…
North America Datacenter Trends
Google’s 155MW Oklahoma solar deal has contracted an output, not delivered a data-centre load
Google has agreed to buy the entire output of RWE’s planned 155MWac Crooked Creek Solar project for 15 years. The contract can give the project a durable buyer and give Google a long-term renewable-energy position in the Southwest Power Pool. It does not mean the plant is…
North America National Telecom Trends
Hughes has put part of its satellite business behind a court wall, not switched it off
Hughes Satellite Systems Corporation and eleven wholly owned subsidiaries entered Chapter 11 on 2 August. The petitions move debt enforcement and major restructuring decisions into a supervised legal process while management says customer operations should continue. The useful…
North America Datacenter Trends
Yondr has bought a Manassas site; 72MW still has to climb the entire delivery ladder
Yondr and investment funds managed by Cerberus have acquired a 40-acre site in Manassas, Virginia, where Yondr plans a 72MW data-centre campus with a 2029 ready-for-service target. The acquisition moves the project past the search for land, but not past the harder conversions…
North America Datacenter Trends
Prysmian’s $3.8 billion Atkore agreement is a route to control, not control itself
Prysmian has agreed to pay $95 in cash for each Atkore share in a transaction carrying an enterprise value of about $3.8 billion. The industrial case reaches from electrical conduit to data-centre construction, but every claimed benefit still sits beyond a shareholder vote…
North America Datacenter Trends
Brookfield, NextEra plan $100bn Kentucky data-centre campus
Brookfield and NextEra plan a 1.8GW Kentucky campus with dedicated gas generation, battery storage and local utility service.
North America Datacenter Trends
PJM proposes capacity rules for large data centres
PJM wants new data centres to pair grid connections with firm capacity or accept earlier curtailment during regional shortages.
North America Datacenter Trends
Lake to River reports surge in data-centre inquiries
Lake to River reports nearly 10 data-centre leads in eastern Ohio, but none have reached a named project, site selection, or permit filing.
North America Datacenter Trends
El-Sayed campaigns on binding data-centre rules
Michigan’s Senate primary is testing voter support for binding conditions on data-centre power, water, jobs and community benefits.
North America Datacenter Trends
Woodburn council weighs data-centre moratorium
A moratorium would affect projects only after Woodburn defines which permit actions city staff must stop and from what date.
North America Cloud Services Trends
Zoom’s status object kept Meetings operational while reporting degraded quality
Zoom says a subset of users in its US region experienced degraded meeting quality for ten minutes on 2 August. The incident record appeared about 48 minutes after that interval ended, pairing an operational component state with a narrative account of impaired experience.
North America National Telecom Trends
Michigan’s nine water-system reports widen the cyber incident without showing unsafe water
Michigan says nine water systems reported malicious activity consistent with a federal alert. The systems kept operating safely and local teams addressed the issues, leaving a serious operational-technology investigation but no disclosed public-health impact or named culprit.
North America Datacenter Trends
Hamlet put 649 diesel engines through one public doorway
More than 100 people attended a North Carolina hearing on two air-permit applications tied to Amazon’s Energy Way Tech Campus in Hamlet. One application covers 592 Amazon emergency engines—588 critical units and four ancillary units. The other covers 57 Duke Energy engines…
North America Datacenter Trends
Veolia takes the operating risk in Ohio’s 350MW private power island
Veolia has been selected to operate and maintain a 350MW behind-the-meter microgrid for an undisclosed AI data-centre campus in Ohio. Gas engines and linear generators are expected to supply the campus, with a 430MWh battery supporting the system. The contract places Veolia at…
North America Datacenter Trends
A reported $15bn loan would make Anthropic’s Texas compute a test of Google’s balance-sheet reach
The notable number in the reported financing talks for a data-centre campus in Hubbard, Texas, is not only the $15bn banks may lend. It is the obligation that could sit behind the debt. The Wall Street Journal reported that a Morgan Stanley-led consortium was discussing financing…
North America Datacenter Trends
Paducah’s proposed AI campus joins a $100bn headline to a 17bn-dollar cleanup ledger
The U.S. Department of Energy has selected Brookfield Asset Management to develop and operate a proposed AI data-centre and energy complex at the government-owned Paducah Gaseous Diffusion Plant. AP reports a headline value of $100bn, with NextEra expected to build and own 2GW of…
North America Datacenter Trends
Oregon cancelled the Salem land sale; Verrus says the data-centre proposal may still have another route
Gov. Tina Kotek has directed Oregon’s Department of Administrative Services to terminate the state land-sale contract tied to Verrus’s proposed data-centre campus at Mill Creek Corporate Center in southeast Salem. The proposal had been described at about $5.1bn, with three…