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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1,341 articles
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.
North America Datacenter Trends
TELUS unveils Canada’s first “sovereign” AI Factory in Rimouski
Highly secure data centre aims to offer full Canadian control over AI compute, from model-training to deployment, as local organisations seek to reduce dependency on foreign platforms.
North America National Telecom Trends
Stargate rollout gathers paces with 5 more sites revealed
OpenAI, Oracle and SoftBank expand Stargate with five more US sites, bringing total planned capacity near 5.5 GW.
North America Cloud Services Trends
US Secret Service dismantles telecom threat near UN summit
US Secret Service dismantles large SIM server network near UN summit in New York, preventing telecom attacks.
North America Datacenter Trends
Ciena acquires Nubis to power AI data centres
In an all-cash transaction worth US$270 million, Ciena is purchasing optical connector specialist Nubis Communications. The action is intended to increase its data center networking capabilities, particularly in light of the growing need for AI workloads. How well the integration…
North America Datacenter Trends
Brazil exempts tech taxes to attract $377 billion data centre investment
Brazil waives taxes like PIS, Cofins and IPI on data centre equipment to attract US $377 billion in investment over next decade.
North America Regional ISP Trends
Datacloud USA 2025 delivers breakthrough moments in infrastructure trends
Datacloud USA 2025 showcased AI, fibre and quantum in digital infrastructure, delivering deep insight and infrastructure innovation.
North America Institutional Trends
Nvidia takes stake in Intel after US government
Nvidia invests $5B in Intel after US government takes 10% stake, forging deeper AI infrastructure partnership and CPU-AI integration.
North America Cloud Services Trends
Ericsson scores $1.33B 5g deal with Vodafonethree
Ericsson has secured a US$1.33 billion share of an eight-year billion 5G contract with VodafoneThree in the UK, alongside Nokia.
North America Cloud Services Trends
Oracle's UK sovereign-cloud AI push turns investment into a public-sector control test
Oracle's UK sovereign-cloud AI push is a capacity and control event, not just a vendor investment headline. Oracle announced in March 2025 that it planned to invest US$5 billion over five years to expand Oracle Cloud Infrastructure in the UK, then said in September 2025 that it…
North America Datacenter Trends
Google pledges £5bn boost to UK AI ahead of Trump state visit
Alphabet-owned Google has unveiled plans to invest £5 billion in the UK over the next two years in artificial intelligence infrastructure, research and development, in a move timed to coincide with US President Donald Trump’s state visit. The announcement includes a new data…
North America Cloud Services Trends
Starlink outage disrupts Ukraine frontline before service restored
Starlink outage briefly hit US users and Ukraine frontline, underscoring Starlink service importance in conflict.
North America Cloud Services Trends
T Cloud takes on US hyperscalers with European cloud services
Deutsche Telekom launches T Cloud, aiming to offer European businesses an alternative to US cloud giants by providing cloud services.
North America Cloud Services Trends
SpaceX strikes $17 billion spectrum deal with EchoStar to turbo-charge Starlink’s growth
In a strategic move resolving a regulatory dispute, EchoStar has agreed to sell key spectrum licences to SpaceX—marking a pivotal moment for Starlink’s next-generation direct-to-cell ambitions and reshaping the US telecom landscape.
North America Datacenter Trends
AWS leans into agentic AI and US buildout
AWS agentic AI strategy expands Generative AI Innovation Center and US data centre investment, raising power and vendor-lock questions.
North America Cloud Services Trends
Ientc joins Connectbase for improved Mexico connectivity
Ientc starts selling automated internet, wave and last-mile services through Connectbase’s Connected World platform.
North America Institutional Trends
Microsoft seals US government AI agreement
Microsoft GSA AI deal under the OneGov agreement brings free federal Copilot trials and discounts, with savings claims near US$3bn.
North America Cloud Services Trends
Trump warns AI surge as Meta’s Louisiana hub hits $67B
US Cabinet meeting, President Trump revealed that Meta’s colossal AI data-centre in northeast Louisiana would cost about $67 billion.