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
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.
Global Datacenter Trends
Meta secures AI computing capacity from Crusoe
Meta secures 1.6 GW of AI computing capacity from Crusoe at data centers in Texas and Missouri.
North America Regional ISP Trends
Miner cable strike disrupts Nome telecom services
An excavator struck power and fiber lines near Nome, Alaska, causing widespread telecom outages that lasted several days due to delayed fiber repairs.
North America Datacenter Trends
Ukiah municipal fibre build hits 32% completion with phased activation
Ukiah builds municipal fibre network with Vero Fiber Networks, reaching 32% completion and phased activation from June.
North America Datacenter Trends
Missouri becomes test case for power-driven hyperscale buildout
Amazon and Google commit $25bn to Missouri data centres as hyperscalers seek power-ready sites beyond established hubs.
North America Datacenter Trends
Nokia expands US chip packaging to feed AI demand
Nokia is a major network infrastructure vendor whose optical networking and data centre connectivity moves affect AI infrastructure supply chains.
North America Datacenter Trends
Data centre demand widens AI infrastructure play beyond chips
Three TSX stocks show how AI data centre demand is spreading into cloud hardware, transformers and engineering services.
Global Datacenter Trends
CyrusOne tightens operational control to fuel AI expansion
CyrusOne links AI data centre growth to power access, in-house operations and community trust as it expands into Milan.
North America Datacenter Trends
KKR launches $10bn Helix for AI infrastructure
KKR launches $10bn Helix with Nvidia, KIA and Vistra to bundle AI data centres, power and connectivity for hyperscalers.
North America National Telecom Trends
Gunshot damages Spectrum fibre line in Talladega County
A Spectrum fibre cable in Talladega County was damaged by suspected gunfire, prompting a criminal mischief investigation.
North America Datacenter Trends
Harbor Farmz pitches cannabis site for data centres
Harbor Farmz shows how power-ready industrial property can become a candidate for AI and data centre infrastructure reuse.
North America National Telecom Trends
Belden targets rural FTTX with easier drop cable
Belden launches DiamonDrop cable to simplify FTTX field termination for rural and hard-to-serve broadband builds.
Europe and Middle East National Telecom Trends
Open Fiber pushes Veneto FTTH uptake
Open Fiber connects 61,000 Veneto premises to FTTH and uses a €100 voucher campaign to push fibre uptake.
North America Regional ISP Trends
Ezee Fiber underground fibre work angers Salem residents
Ezee Fiber faces Salem complaints after underground fibre work allegedly damaged driveways and waterlines.
Global Datacenter Trends
Anthony Langley backs behind-the-meter AI power
Anthony Langley says AI data centre growth is outpacing grids, pushing operators towards behind-the-meter power.
Global National Telecom Trends
Ericsson extends Verizon private 5G internationally
Ericsson brings Private 5G to Verizon Business deployments outside the US, helping enterprises extend campus networks globally.
North America Institutional Trends
PennDOT fibre theft disables Parkway East message boards
PennDOT says fibre theft disabled Parkway East message boards and cameras, affecting Pittsburgh traffic alerts during repairs.
Global Datacenter Trends
Water rights redraw data centre siting
Water rights are becoming a deal-level constraint as data centre projects face tighter permits and community opposition.
North America Regional ISP Trends
Kinetic swaps copper for fibre to curb Kentucky theft
Kinetic is replacing copper with fibre in Eastern Kentucky to reduce theft, improve reliability and make Vicco fibre-ready.
North America Datacenter Trends
Sentinel backs off Maine mill data centre plan
Sentinel Data Centers backs off a $550m Maine mill data centre plan, leaving JGT2 to seek alternatives after a vetoed state moratorium.