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 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Google says outdated US power transmission is delaying new data centres by years, raising pressure for urgent grid reform.
North America Cloud Services Trends
Qatar and Gulf states pivot to secure tech supply chains
Qatar and the UAE are joining a U.S.-led push to secure global technology supply chains and strengthen ties around semiconductors and AI.
North America Cloud Services Trends
BT sells US government unit to 22nd Century Technologies in strategic refocus
BT sells its US federal unit to 22nd Century Technologies, focusing on cloud services while TSCTI gains nationwide network capabilities.
North America Datacenter Trends
US faces political backlash over AI data centre electricity concerns
Bipartisan pushback over AI data centre electricity demand highlights energy policy challenges and infrastructure limits in the United States.
North America Cloud Services Trends
TikTok signs long-awaited deal to divest U.S. unit to American investors
TikTok signs U.S. divestiture deal with American investors including Oracle, aiming to satisfy national security concerns and avoid a ban.
North America Cloud Services Trends
US pauses £31B UK tech prosperity deal
Washington has paused the £31 billion UK–US Tech Prosperity Deal over broader trade and regulatory disputes, halting planned cooperation.
North America National Telecom Trends
AT&T nears major deal to expand its Mexico presence
AT&T is reportedly close to a multi-billion-dollar deal in Mexico, signalling renewed focus on its Latin American telecoms strategy.
North America Cloud Services Trends
Vertiv completes $1 billion acquisition of PurgeRite — a bet on liquid-cooling for the AI era
What happened: Vertiv completes $1.0b acquisition of Purgerite to boost liquid-cooling thermal management On 4 December 2025, Vertiv announced it had completed the acquisition of PurgeRite Intermediate LLC, paying approximately US$1.0 billion in upfront cash consideration, with a…
North America Cloud Services Trends
Nokia and Tampnet team up to enhance 5G offshore connectivity in the Gulf of Mexico
What happened: Expanding 5G connectivity across offshore energy Nokia has partnered with Tampnet, a provider of offshore communications, to modernise and expand 5G connectivity for offshore energy operations in the Gulf of Mexico. The project involves deploying Nokia’s 5G…
North America Cloud Services Trends
Microsoft, Nvidia and Anthropic forge landmark AI partnership
The Microsoft-NVIDIA-Anthropic partnership matters because it ties model access, cloud capacity, accelerator architecture and capital into one public announcement. Anthropic committed to purchase $30 billion of Microsoft Azure compute capacity and to contract additional capacity…
North America National Telecom Trends
Deutsche Telekom lifts dividend on strong US gains
Europe’s telecoms group raises its 2025 payout and sharpens its outlook, buoyed by T-Mobile US’s continued growth despite weaker trends.
North America National Telecom Trends
T-Mobile US launches credit card to boost customer loyalty
T-Mobile introduces its first credit card with Capital One, blending telecom and finance to deepen customer engagement.
North America Cloud Services Trends
AWS announces Fastnet, a high-capacity transatlantic cable
AWS unveils Fastnet, a transatlantic cable to boost cloud, AI services, and network resilience between US and Ireland.
North America Cloud Services Trends
Cisco and G42 deepen US-UAE AI partnership
Cisco and G42's October 2025 expansion is not just another AI partnership announcement. Cisco is taking the networking, security, observability and integration role for a G42-deployed AI cluster using AMD MI350X GPUs inside G42's Regulated Technology Environment. That makes the…
North America Cloud Services Trends
AWS outage exposes Europe’s digital vulnerabilities
The recent AWS outage reignites the debate about Europe’s reliance on US cloud giants and the need for greater digital sovereignty.
North America Cloud Services Trends
Salesforce pledges $1B for Mexico AI push
Salesforce commits US $1 billion to expand its AI footprint in Mexico and support Latin America AI growth.
North America Cloud Services Trends
DoW selects InterDigital to pioneer civil-military spectrum sharing research
The U.S. Department of War (DoW) has appointed InterDigital to lead a coalition researching advanced mid-band spectrum coexistence technologies, aiming to enable radar systems and commercial 5G networks to share frequencies more effectively. The project raises questions about…
North America Institutional Trends
US FCC to vote on tighter curbs for Chinese telecom gear
The U.S. Federal Communications Commission is preparing to vote this month on new rules that would ban the authorisation of devices with components from Chinese firms already flagged on its “Covered List” and potentially revoke permissions for existing gear. Critics question the…
North America National Telecom Trends
T-Mobile launches satellite data service enabling WhatsApp calls from anywhere
The US carrier’s Starlink-powered T-Satellite service now supports apps including WhatsApp, X, and AllTrails in areas without mobile coverage, with voice and video calling available through more than 650 satellites, included free on premium plans.
North America Cloud Services Trends
Wearable band shipments surpass 50 million in Q2 2025
Wearable band shipments hit 50.2 million in Q2 2025, while smartwatches drive most of the market’s US$40 billion value.