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 Cloud Services Trends
PG&E’s 12 GW data-centre pipeline is a queue, not yet a load forecast
PG&E says prospective data-centre projects in its service area now exceed 12 GW. Its estimate that each additional 1 GW could cut monthly customer bills by 1% or more depends on “appropriate pricing”—the condition that decides whether new load shares grid costs or transfers them.
North America National Telecom Trends
AT&T’s sub-15-second result proves one optimisation path, not quantum advantage
AT&T has signed an agreement to expand its work with D-Wave after one network-optimisation workload fell from about one hour to under 15 seconds. The initial focus is annealing inside tools that support agentic AI; outage, routing, build and traffic uses remain candidates to…
North America National Telecom Trends
T-Mobile’s accounts slowed while revenue per account kept rising
T-Mobile US added 277,000 postpaid accounts in the second quarter, 13% fewer than a year earlier, but monthly postpaid revenue per account rose 2% to $152.91. The company’s raised cash guidance therefore rests more on monetising a larger relationship than on accelerating the…
North America National Telecom Trends
Comcast’s broadband cash engine is shrinking as its alternatives demand more capital
Comcast lost 167,000 domestic residential broadband customers in the second quarter while wireless added 448,000 lines and Peacock reached a quarterly Adjusted EBITDA profit. The portfolio is diversifying, but the replacement businesses do not yet erase the pressure on broadband…
North America National Telecom Trends
Claro’s $35 million Ponce landing adds a route without proving independence
Claro Puerto Rico has funded a $35 million extension of the AMX-1 submarine system to Ponce, creating the island’s first reported cable landing on the southern coast. The new geographic entry point can diversify access and support wholesale capacity, but it does not by itself…
North America Cloud Services Trends
GitHub's 3% hosted-runner delay reveals the cost of a shared execution queue
For 85 minutes on 22 July, about 3% of GitHub-hosted Actions runs took more than five minutes to start, and a small portion could fail after an extended delay. The incident was narrow, measured and resolved. It nevertheless shows why teams that buy managed execution capacity must…
North America Datacenter Trends
Meta's Temple opening turns a construction promise into operating load
Meta has opened its Temple, Texas data centre after four years of construction, moving the project from a planning claim to a live operating facility. That transition makes jobs and infrastructure measurable, but the eventual $1.2 billion-plus value, renewable-energy matching and…
North America Cloud Services Trends
IBM's software mix is carrying a slower operating machine
IBM raised the floor of its full-year constant-currency growth outlook after a quarter in which software expanded but consulting stalled, infrastructure contracted and free cash flow declined. The stronger guidance is credible as a portfolio-mix signal; it is not yet proof that…
North America Cloud Services Trends
Alphabet’s $112bn quarter is mostly an investment gain, not operating cash
Alphabet reported extraordinary second-quarter profit, but the number that matters for its infrastructure build is less flattering: $44.924bn of capital expenditure exceeded $39.069bn of operating cash flow. Google Cloud is growing fast enough to support the investment case…
North America National Telecom Trends
The FCC has moved Covered List risk inside the device
The Federal Communications Commission has closed a route by which a product could obtain a new US authorization even when its essential logic came from a company already judged a security risk. The rule changes the compliance question from who assembled the finished device to who…
North America National Telecom Trends
Broadband labels survive, but their bulk-data shadow does not
The FCC has kept consumer broadband labels while removing the separate machine-readable spreadsheet and the two-year archive for discontinued plans. Providers lose two compliance systems; comparison tools and researchers lose structured and historical evidence. The 3–0 decision…
North America National Telecom Trends
The FCC has redesigned the satellite-licensing queue, not removed it
Part 100 turns satellite licensing into a more explicit sorting system. Applications that fit standard, presumed-acceptable conditions should move through a predictable lane; exceptions receive targeted review. The gain is administrative sequence, not permission to ignore…
North America National Telecom Trends
FCC’s Upper C-band winners will inherit the bill for clearing it
The FCC has adopted rules for a future auction of 160MHz between 3.98GHz and 4.14GHz. The spectrum is valuable because it can extend the existing C-band mobile ecosystem, but it is not empty: satellite users must move and aircraft altimeters must be upgraded. Future licensees…
North America Cloud Services Trends
Anthropic closed one incident 28 seconds before opening another
Anthropic resolved elevated errors on Opus 4.8 and Haiku 4.5 at 15:23:37 UTC, then opened a Sonnet 5 error record at 15:24:05. Both minor incidents named the same five service surfaces. The 28-second gap creates operational continuity for customers, but it does not prove one…
North America Datacenter Trends
OpenAI has a 3.2GW power contract before Project Camellia has a final design
OpenAI says it is contracting with Georgia Power for 3.2 gigawatts to be delivered in phases from 2028 to 2032 for Project Camellia in Effingham County. The scale is material, but it describes a future power-supply plan, not commissioned computing load today. Financing, design…
North America Cloud Services Trends
AMD bought an option on Anthropic’s deployment, not two gigawatts of certainty
AMD and Anthropic have agreed on an accelerator programme of up to 2GW, beginning with as much as 1GW of MI450 capacity in the first half of 2027. AMD may also invest up to $5 billion as deployment milestones are met. The scale is large, but every headline number is conditional…
North America National Telecom Trends
AT&T’s million-add quarter was really three different network bets
AT&T added more than one million advanced-connectivity customers across fibre, fixed wireless and postpaid phones in the second quarter. The total is impressive, but the useful signal is the mix: the operator is using several access technologies to widen its addressable market…
North America Cloud Services Trends
OpenAI's new file-and-image incident was still live at the reporting cutoff
At 09:40:04 UTC, OpenAI had identified elevated errors affecting file uploads and image generation and was implementing a mitigation. A monitoring update arrived four minutes and thirty-seven seconds later, but it belongs to the next reporting state. The cutoff preserves what…
North America Datacenter Trends
Nashville turns data-centre resource costs into permit conditions
Nashville's Metro Council has approved a data-centre zoning package and a temporary permitting moratorium. The new framework bars facilities above 500,000 square feet, sends smaller proposals through special-exception review and places siting, generation and water-cooling…
North America Datacenter Trends
Wistron opened the Texas factory; now the production ramp has to earn the $700 million commitment
Wistron's first United States plant is no longer a site plan. Its Fort Worth D1 factory is open, one manufacturing cell is producing NVIDIA GB300 systems, and a second is intended for Vera Rubin. The operating milestone is real. The harder economic question is whether local…