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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1,337 articles
North America National Telecom Trends
AT&T signs $2bn deal to strengthen FirstNet emergency network
AT&T invests in FirstNet resilience with a $2bn deal, upgrading emergency telecom systems for over 31,000 agencies across the US.
North America Cloud Services Trends
AWS Bahrain Cloud Disrupted After Drone Activity
Amazon confirmed that its Bahrain cloud region was disrupted amid drone activity and later said the region was damaged by the conflict and unavailable, testing the resilience of regional cloud architecture.
North America Cloud Services Trends
ChatGPT ads moved from a US test toward wider Free and Go delivery
OpenAI began a phased US ad test on ChatGPT Free and Go before announcing wider delivery. Eligibility, age exclusions, chat-based matching and user controls matter more than the claim that ads reached everyone at once.
North America Cloud Services Trends
Google’s US data-centre buildout ties AI capacity to power access
Google’s documented expansion spans a $3 billion Virginia-and-Indiana programme and later power agreements. The evidence shows that grid access, not an unspecified nationwide build, is the binding operational issue.
North America Regional ISP Trends
MDC will build MANTA’s two Mexico landing hubs; the cable is not live yet
The MANTA consortium selected MDC Data Centers for neutral landing hubs in Cancún and Veracruz. Construction, permits and service readiness remain ahead.
North America Cloud Services Trends
CISA’s Stryker warning targets Intune admin controls—not a disclosed flaw
CISA urged endpoint-management hardening after the Stryker attack, but disclosed no Intune flaw or final attribution. Stryker later restored operations.
North America Datacenter Trends
Nscale's West Virginia AI factory is a 1.35 GW LOI, not live capacity
Monarch pairs a Microsoft LOI for 1.35 GW of AI compute with planned gas generation. The GPUs, power and data centre are not yet operating.
North America Cloud Services Trends
Musk's $134bn OpenAI model was admitted; limitations ended the case
A March order let C. Paul Wazzan's damages opinions remain, but did not endorse them. In May, the court dismissed Musk's claims as time-barred.
North America Institutional Trends
US withdrawal stalls the next AI-chip rule, not existing controls
The Commerce Department pulled an unpublished AI-chip export draft from interagency review on 13 March 2026. The move delayed a replacement framework but did not erase existing licence requirements.
North America Institutional Trends
Atoms turns City Storage Systems into a three-part robotics bet
Travis Kalanick did not launch a blank-sheet robotics startup. Atoms expands and renames City Storage Systems across food, mining and transport, with proof still uneven between the three divisions.
North America Regional ISP Trends
Alphabet spins off GFiber in broadband reshuffle
Alphabet sells a majority stake in GFiber, merging it with Astound Broadband as private equity backs US fiber expansion.
North America Cloud Services Trends
Iran warns US tech firms could be targets
Rising Middle East tensions place American technology companies in the geopolitical spotlight as cyber risks grow.
North America Datacenter Trends
OpenAI drops 600 MW at Abilene; the 1.2 GW Stargate build continues
OpenAI and Oracle did not cancel their operating Abilene campus. They dropped a separate 600 MW expansion option; Microsoft later became the customer for two adjacent buildings.
North America Institutional Trends
US regulator convenes robotaxi safety summit with industry chiefs
US auto safety regulator will hold a self-driving safety forum with Waymo, Zoox and Aurora leaders as robotaxi deployment expands.
North America Cloud Services Trends
Trump pledges to slash electricity prices for tech firms
Trump’s proposal to cut electricity prices for tech firms aims to boost US competitiveness, but raises environmental concerns.
North America Cloud Services Trends
Hackers target Iranian websites after US-Israeli strikes
Cyberattacks on Iranian websites intensify after US-Israeli strikes.
North America Cloud Services Trends
U.S. Tech stocks rebound as investors test risk appetite
U.S. tech stocks edged higher as Wall Street traded mixed, signalling cautious investor optimism amid ongoing economic uncertainty.
North America Cloud Services Trends
AI-software rout triggers fresh credit market jitters
AI-driven software stocks slump, prompting Morgan Stanley to warn of rising risk in the $1.5 trillion US leveraged loan market.
North America Datacenter Trends
The White House data-centre draft became a seven-company power pledge—implementation is the test
A February draft became the Ratepayer Protection Pledge on 4 March. Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI promised to fund new power and grid costs, but utilities and states must turn voluntary commitments into enforceable rates and contracts.
North America Cloud Services Trends
AI Accelerates Enterprise IoT Growth Beyond Connectivity
Enterprise IoT market hits US $324bn in 2025 as AI drives growth, but true autonomous deployments remain rare.