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 Cloud Services Trends
ChatGPT’s lead erodes as Gemini gains ground
ChatGPT’s market share in the US has dropped, with Gemini and Grok gaining ground, marking a new phase in the AI assistant competition.
North America National Telecom Trends
Rogers makes satellite connectivity standard on mobile plans
Rogers adds satellite connectivity to all 5G+ plans in Atlantic Canada, redefining mobile coverage boundaries with direct-to-device service.
North America National Telecom Trends
Privacy focus drives Cape’s entry into US MVNO market
A new US MVNO ‘Cape’ is betting on network-level privacy features, but its approach may test how far consumers value mobile anonymity.
North America National Telecom Trends
Verizon is the best US mobile network now
Verizon tops a major US mobile network ranking, highlighting the long-term value of infrastructure investment in a saturated market.
North America Datacenter Trends
Oracle Blames Power Outage for TikTok Glitches
Oracle points to a data centre power outage for TikTok service disruptions, but trust and reliability questions grow after the platform’s recent U.S. ownership change.
North America Institutional Trends
Europe and the US redefine a fraught digital partnership
Europe seeks a recalibrated partnership with the US as digital and trade tensions shape telecom policy in early 2026.
North America Regional ISP Trends
Verizon Expands US Fibre Footprint with Frontier Acquisition
Verizon finalises its $20B acquisition of Frontier, expanding its fibre network to 30 million US homes and boosting broadband reach.
North America Institutional Trends
Nokia and Hypertec deploy AI-powered supercomputer in Canada
Nokia and Hypertec deploy the Nibi supercomputer at the University of Waterloo to expand AI and HPC research capacity across disciplines.
North America Cloud Services Trends
Spotify’s AI ‘Prompted Playlist’: A New Way to Curate Music – But Does It Deliver?
Spotify is testing an AI “Prompted Playlist” tool for Premium users in the U.S. and Canada, letting listeners create playlists with text prompts.
North America Institutional Trends
US House advances bill on AI chip exports
US lawmakers advance legislation giving Congress greater oversight of AI chip exports amid security and trade concerns.
North America Regional ISP Trends
US fibre industry sees rising build costs in 2026
US fibre build costs rose in 2025 and are set to increase further in 2026, impacting broadband rollout and network budgets.
North America Cloud Services Trends
US IT Hardware Stocks Slide as Morgan Stanley Turns Cautious
U.S. IT hardware stocks slid after Morgan Stanley took a more cautious view, citing weak corporate spending and rising costs.
North America Cloud Services Trends
V.tal unveils Synapse US–Brazil submarine cable Scheme
V.tal unveils Synapse, a 9,700 km submarine cable to link the US and Brazil, boosting cloud and AI data flows.
North America Institutional Trends
US FTC to Review Big Tech Talent Acquisition Deals
US FTC scrutinises Big Tech ‘acqui‑hire’ deals, examining whether talent-focused acquisitions bypass antitrust rules.
North America Cloud Services Trends
T-Mobile and Netcracker extend cloud partnership for digital services
T-Mobile expands its cloud partnership with Netcracker to accelerate digital-first services and support agile wholesale operations.
North America Cloud Services Trends
OpenAI begins testing ads in ChatGPT free and Go tiers
OpenAI plans to trial ads in ChatGPT’s free and Go tiers in the US while pledging they will not affect chatbot responses.
North America Cloud Services Trends
AI-driven borrowing set to lift US corporate bond supply in 2026
AI hyperscaler borrowing is set to drive U.S. corporate bond issuance higher in 2026, reshaping fixed-income markets as capex grows.
North America Cloud Services Trends
Gulf States join U.S.-Led Pax Silica Tech supply chain initiative amid geopolitical shifts
Qatar and UAE join U.S.-led Pax Silica effort to fortify AI and semiconductor supply chains amid global tech competition.
North America Cloud Services Trends
Trump imposes 25% tariff on some advanced computing chips
What happened: U.S. imposes targeted 25 per cent tariff on imported high‑end chips On 14 January 2026, U.S. President Donald Trump signed a proclamation imposing a 25 per cent tariff on certain imported advanced computing chips, notably Nvidia’s H200 and AMD’s MI325X processors.…
North America Cloud Services Trends
Google warns US grid is bottleneck for data centres
Google says outdated US power transmission is delaying new data centres by years, raising pressure for urgent grid reform.