North America
North America
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.MEDIA connects published reports with regional context, public evidence, company actions, governance pressure, capital deployment, and operating constraints so readers can follow market demand, network expansion, competitive change, and operational risk in the digital infrastructure economy. The page explains which infrastructure sectors are moving, which actors are exposed, what public sources support the signal, and why regional execution conditions matter. It helps readers move from scattered announcements to a clearer view of what is changing, which signals are supported by evidence, and which infrastructure decisions may matter over the next planning cycle. It is designed for repeat research, giving operators, investors, analysts, and policy readers a stable way to compare market movement by region, industry, consequence, confidence, and downstream impact on customers, procurement, regulation, and capital planning.
Latest Coverage
North America Headlines
701 articles
Cloud Service
US closes offshore AI chip loophole
BIS export-control guidance shapes the availability of advanced AI chips, cloud infrastructure procurement and cross-border semiconductor compliance.
Cloud Service
FCC reopens AWS-3 auction after Dish default
FCC auction 113 reopens AWS-3 spectrum bidding as US carriers and satellite firms compete for returned licences.
Datacenter
Bergen Engines wins Liberty Energy 500MW AI power order
Bergen Engines secures 500MW on-site power order from Liberty Energy for US AI data centres.
Cloud Service
US closes Nvidia AI chip overseas loophole
BIS export-control decisions shape access to advanced AI compute, semiconductor supply chains and global data-centre deployment.
North America cloud service
T-Mobile named official 5G partner for US golf
BTW tracks major telecom operators because their 5G deployments show how network capabilities are moving into enterprise and infrastructure markets.
Institutional
US takes equity stakes in quantum firms with $2bn CHIPS Act awards
The US plans $2bn in quantum funding tied to government equity stakes across nine companies.
Regional ISP
Lightpath expands existing NYC fibre network across 2,400 towers
Lightpath expanded its NYC metro fibre network to support 2,400 wireless tower locations across four US states.
Regional ISP
Abby Knowlton
Tracked for relevance to North American fiber infrastructure ecosystems, carrier relationship management, telecom procurement coordination, and FiberCo operational partnership surfaces.
Datacenter
Abby Self
Tracked for relevance to North American colocation infrastructure ecosystems, AI/HPC infrastructure demand, carrier-hotel market expansion, and interconnection-driven data-center partnership activity.
Cloud Service
Abdoul Samb
Tracked for relevance to US carrier infrastructure ecosystems, interconnection strategy, managed connectivity services, and carrier-to-enterprise network partnership development.
Regional ISP
Aaron Beunaventura
Tracked for involvement in North American fiber-network, wholesale connectivity, and carrier-hotel ecosystem relationships connected to ITW partnership and infrastructure markets.
Cloud Service
Aaron Fisher
Tracked for participation in North American and European data-centre construction, facilities infrastructure, and enterprise deployment ecosystems.
Cloud Service
Adam Noll
Tracked for his role as an advisory entity in North American digital infrastructure conversations involving interconnection, modular infrastructure design, AI/HPC deployment environments, corporate end-user demand, and infrastructure investment opportunities.
Cloud Service
Abby Horan
Tracked for relevance to telecom ecosystem coordination, carrier-industry relationship management, infrastructure-event operations, and strategic engagement visibility inside the North American connectivity market.
Cloud Service
Samsung crosses $1tn valuation with AI chip rally
Samsung Electronics surpasses $1tn market cap as US AI chip stock surge lifts shares and drives strong outperformance in Seoul trading on Wednesd.
Datacenter
Applied Digital locks $7.5bn 15-year hyperscaler lease deal
Applied Digital has signed a $7.5bn, 15-year hyperscaler lease for 300MW at its Delta Forge 1 data centre in the US.
Datacenter
EdgeCore secures $1.5bn to expand US data centre capacity
EdgeCore Digital Infrastructure raises major financing to scale hyperscale data centres, reflecting surging AI-driven demand for power and capacity.
National Telecom
Deutsche Telekom weighs full T-Mobile buyout as valuation gap widens
Deutsche Telekom considers full T-Mobile combination to address valuation imbalance and simplify structure as US unit drives growth and investor focus.
Cloud Service
Forge Nano to list on Nasdaq via $1.6bn SPAC merger
US semiconductor materials firm Forge Nano plans a SPAC listing, seeking funds to scale production as AI-driven chip demand accelerates globally.
Institutional
Clarifai deletes OkCupid data after FTC probe
Clarifai has deleted millions of OkCupid images and AI models after US regulator scrutiny over data use.