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 Datacenter Trends
NERC’s Computational-Load Standards Passed an Initial Ballot. Compliance Has Not Started
The preliminary vote matters because it narrows the chance that large computational loads will stay outside the reliability regime. It does not settle the text, approve a rule or start a compliance clock. Developers should distinguish those milestones before turning a standards…
North America Datacenter Trends
DMG spends before its 50MW tenant deal is definitive
DMG has bought connectivity and advanced conversion work at Christina Lake while the proposed 50MW AI-colocation agreement remains a letter of intent. The value of that head start depends on which commitments can serve a signed tenant rather than become stranded capital.
North America Regional ISP Trends
telMAX's CAD 215m Package Is Not One Pool of Capital
The arithmetic is simple: CAD 105 million of structured investment plus a CAD 110 million increase to an existing credit facility equals CAD 215 million. The economics are not. The two instruments can price risk, control, cash cost and upside differently, while the public…
North America Cloud Services Trends
Fastnet’s Tiny Maryland Power Building Still Faces a Long Approval Chain
Amazon has reduced the proposed shore facility for its U.S.–Ireland Fastnet cable to a power-feed building of less than 700 square feet, with no water connection and limited power demand. The smaller design answers part of Worcester County’s concern about infrastructure…
North America Regional ISP Trends
FirstLight Has a 240-Mile Hyperscaler Deal. Diversity Is Still Unproved
FirstLight’s new Albany–Boston agreement is a credible signal that hyperscale demand is reaching regional fibre corridors. It is not yet public proof that the customer has bought two failure-independent paths.
North America Cloud Services
AWS’s recovery gap: DynamoDB access was not usable EC2 capacity
The October 2025 disruption in Northern Virginia exposed a difference between repairing a dependency and completing the work needed to make new compute usable. The recovery sequence matters more than a single all-clear time.
North America National Telecom
Rogers’ 8 July Outage: What the Public Record Can—and Cannot—Prove
Rogers’ 8 July 2022 outage is a useful resilience test precisely because the public record is uneven: it records a regulator’s investigation notice and Rogers’s reported explanation and response, but does not, in the preserved sources, independently establish the failure chain or…
North America Datacenter
Theseus names Raval to lead Anthropic build-out
The former CyrusOne and Equinix xScale executive will lead a Macquarie-GIC-owned platform developing US data-centre capacity for Anthropic.
North America Datacenter
Meta raises Utah data centre spend to $3bn
Meta has increased its planned Utah data centre investment to $3bn, but has not disclosed the capacity, cooling design or power arrangements behind the higher figure.
North America National Telecom Trends
FCC lines up spectrum auctions after C-band
Upper C-band has auction rules and a deadline, while the 1.6GHz, 2.7GHz, 4.4GHz and 7GHz bands remain at different identification and study stages.
North America Datacenter Trends
Loudoun advances 12-month data-centre pause
Loudoun supervisors voted 7-1-1 to draft a 12-month pause on legislative data-centre and substation applications, with a final vote expected on 20 October.
North America Datacenter Trends
AirJoule buys BitSink for data-centre cooling
The acquisition gives AirJoule an operating cooling business and a route to test whether data-centre waste heat can support on-site water generation.
North America Datacenter Trends
US data-centre moratoriums delay 2.3GW
SemiAnalysis mapped more than 300 US data-centre moratoriums but estimates only about 2.3GW of planned capacity is genuinely delayed.
North America National Telecom Trends
FCC opens five-year rural wireless test zone in Iowa
Iowa State's ARA testbed can now run wireless experiments across Ames and surrounding farmland under a five-year FCC Innovation Zone designation.
North America National Telecom Trends
Cox and Verizon outages reach global customers
ThousandEyes saw 14-minute Cox and eight-minute Verizon Business outages affect partners and customers across multiple countries despite their brief duration.
North America National Telecom
Spectrum reaches 11m former Cox locations
Spectrum pricing and packages are now available across former Cox markets, while Charter continues integrating sales, service and operating processes after the merger.
North America National Telecom
Cricket launches 5G home internet on AT&T network
Cricket has launched fixed wireless home internet over AT&T's 5G network, extending the prepaid brand into broadband without building a separate access network.
North America National Telecom Trends
FCC gives four carriers more time for rip-and-replace
Four US carriers received deadline extensions as labour, logistics, equipment shortages and ransomware replaced funding as the main barriers to completing rip-and-replace work
North America Cloud Services
CoreWeave brings up multi-rack Vera Rubin cluster
CoreWeave linked hundreds of Rubin GPUs and added storage changes aimed at reducing cross-region write delays for AI workloads.
North America Datacenter Trends
Microsoft files wetlands permit for Virginia campus
Microsoft has filed with the US Army Corps for a two-building Virginia data-centre campus with an on-site substation.