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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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Latest Coverage

Latest from North America Trends

1,337 articles

Power infrastructure and grid-connected data centre facilities representing Copia Power's integrated development model in the United States.

North America Datacenter

Carlyle Sells Copia Power to EQT

Carlyle transfers Copia Power and its integrated power and data centre development portfolio to EQT Infrastructure VII.

Jul 14, 2026
Illustration of a New York town reviewing data centre development during a 12-month planning moratorium

North America Datacenter Trends

New York town approves 12-month data centre moratorium

Manlius has approved a one-year moratorium on new data centre developments while it updates planning and zoning rules.

Jul 10, 2026
Backup diesel generators installed outside a QTS data centre campus in Aurora, Colorado

North America Datacenter

QTS seeks permit for 98 diesel generators at Colorado data centre

QTS is seeking approval to expand the backup power systems at its Aurora data centre campus with 98 additional diesel generators.

Jul 10, 2026
Construction site of Meta's first Canadian data centre in Alberta, representing a 1GW AI campus with supporting power infrastructure

North America Datacenter

Meta breaks ground on C$13bn AI data centre in Alberta

Meta's first Canadian data centre combines a 1GW AI campus with the new power infrastructure required to support it.

Jul 10, 2026
Concept illustration of a 5G mobile network showing seamless handovers between cell towers, representing Ericsson, AT&T and MediaTek's Low-Latency Mobility trial.

North America National Telecom Trends

Ericsson and AT&T trial cuts 5G handover data loss by 25%

The trial shows how 5G Advanced is moving beyond faster networks to improve how devices stay connected in motion.

Jul 10, 2026
Concept illustration of a Canadian AI data centre with planning documents and national infrastructure graphics, representing the distinction between proposed AI capacity and projects expected to be built.

North America Datacenter Trends

Canada clarifies 20GW AI data centre estimate

Canada says its 20GW AI data centre estimate reflects proposed projects rather than capacity expected to be built.

Jul 10, 2026
Electricity transmission towers and a modern AI data centre illustrating the relationship between power grid operations and large-scale computing infrastructure.

North America Datacenter Trends

NERC flags AI data centres as grid reliability risk

A transmission fault caused 1,800MW of AI data centre demand to drop within milliseconds, highlighting the growing role of data centres in grid operations.

Jul 8, 2026
An editorial illustration showing a modern AI data centre operating during an extreme heatwave, with electricity transmission lines, cooling systems and a rising temperature gauge highlighting the growing importance of grid resilience.

North America Datacenter Trends

US heatwave exposes grid strain as AI data centres expand

Extreme weather is exposing a new reality for AI infrastructure: reliable power is becoming as important as available power.

Jul 7, 2026
A proposed hyperscale data centre site stands behind barriers and regulatory warning signs, representing the legal and governance challenges affecting AI infrastructure development.

North America Datacenter

Execution Risk Reshapes AI Infrastructure

The collapse of Virginia Digital Gateway shows execution certainty is becoming a strategic requirement for AI infrastructure development.

Jul 6, 2026
A low Earth orbit satellite constellation providing broadband connectivity above Earth, representing the transition from satellite deployment to commercial broadband services.

North America National Telecom

LEO Broadband Enters Commercial Competition

Amazon's service launch signals that the next phase of LEO broadband will be defined by commercial execution rather than satellite deployment.

Jul 6, 2026
Residents gather near a proposed data centre development as communities increasingly influence planning decisions for AI infrastructure projects.

North America Datacenter

Community Approval Shapes Data Centre Growth

Community approval is becoming as important as planning permission as operators seek to expand AI infrastructure.

Jul 6, 2026
Illustration of SoftBank's SB Neo AI computing infrastructure, highlighting large-scale data centres, GPU computing, cloud software and a planned 10GW AI platform.

Asia-Pacific National Telecom

Telecom Operators Expand Into AI Compute

SoftBank's SB Neo will rent AI computing capacity using dedicated infrastructure, extending the company's business beyond traditional telecom services.

Jul 6, 2026
Extreme debuts Wi-Fi 7 antenna at NFL venue

North America Cloud Services Trends

Extreme launches multi-beam Wi-Fi for NFL venue

Extreme Networks is using the Tennessee Titans' new Nissan Stadium as a public test case for Wi-Fi 7 capacity control in dense large-venue environments.

Jun 29, 2026
Hundreds march against Telus AI data centres in Vancouver

North America Datacenter Trends

Hundreds march against Telus AI data centres in Vancouver

Hundreds marched in Vancouver against two planned Telus AI data centres, turning the projects into a test of local consent over water, power and urban infrastructure.

Jun 29, 2026
Verizon takes over Carolina West customers

North America National Telecom Trends

Verizon gains Carolina West customers as rural operator closes

Carolina West's closure shows how rural wireless consolidation is moving away from headline M&A deals. Verizon gains a customer pipeline without paying an acquisition price, while a 90,000-user base faces forced migration — the quiet side of US telecom market concentration.

Jun 26, 2026
Victoria residents oppose potential AI data centre over water

North America Datacenter Trends

Texas city residents oppose potential AI data centre over water use

Victoria has no data centre proposal yet, but water concerns are already organising residents — a pattern that suggests developers may face political headwinds before filing a single permit. The 2 million-gallon-per-day estimate anchors the debate in rural supply security, not…

Jun 26, 2026
Huawei pushes layered autonomous network model

Global National Telecom Trends

Huawei promotes a layered autonomous network model

Huawei remains a major telecom network vendor whose automation architecture and standards positions can influence operator deployment models.

Jun 25, 2026
Tesla files Megapod AI hardware trademark

Global Datacenter Trends

Tesla files Megapod trademark for AI hardware

Tesla is tracked because its energy storage solutions, AI compute demand, and infrastructure initiatives can influence data centre and AI infrastructure supply chains.

Jun 25, 2026
FCC funds China gear removal with spectrum sale

North America National Telecom Trends

FCC funds China gear removal with spectrum sale

FCC raises $3.5bn from AWS-3 spectrum to fund Huawei and ZTE equipment removal from US telecom networks.

Jun 24, 2026
Microsoft secures Chevron power for AI buildout

North America Datacenter Trends

Microsoft secures Chevron power for AI buildout

Microsoft and Chevron sign a 20-year power deal for Project Kilby, linking West Texas generation with AI data centre capacity.

Jun 24, 2026