North America

North America

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.MEDIA connects published reports with regional context, public evidence, company actions, governance pressure, capital deployment, and operating constraints so readers can follow market demand, network expansion, competitive change, and operational risk in the digital infrastructure economy. The page explains which infrastructure sectors are moving, which actors are exposed, what public sources support the signal, and why regional execution conditions matter. It helps readers move from scattered announcements to a clearer view of what is changing, which signals are supported by evidence, and which infrastructure decisions may matter over the next planning cycle. It is designed for repeat research, giving operators, investors, analysts, and policy readers a stable way to compare market movement by region, industry, consequence, confidence, and downstream impact on customers, procurement, regulation, and capital planning.

Latest Coverage

North America Headlines

701 articles

Editorial image for Amazon locks in $100bn Anthropic cloud deal with $25bn investment.

Cloud Service

Amazon locks in $100bn Anthropic cloud deal with $25bn investment

Amazon deepens its grip on AI infrastructure by investing up to $25bn in Anthropic alongside a decade-long $100bn AWS cloud commitment.

Apr 21, 2026
Editorial image for Ericsson profit dips on North America slowdown and chip costs.

Cloud Service

Ericsson profit dips on North America slowdown and chip costs

Ericsson reports a modest earnings miss as weaker North American demand and rising AI-driven semiconductor costs squeeze margins.

Apr 20, 2026
nokia-builds-skyfiber-fibre-network-in-rural-nevada

Regional ISP

Nokia builds SkyFiber fibre network in rural Nevada

Nokia wins SkyFiber deal to deploy fibre infrastructure across rural Nevada under US broadband expansion plans.

Apr 16, 2026
maine-moves-to-halt-large-data-centres-in-first-statewide-us-ban

Datacenter

Maine passes first US statewide ban on large data centres

US state Maine pauses new data centre projects over 20MW, citing rising concerns over power use and local impact.

Apr 16, 2026
apple-to-close-its-first-unionised-us-store-in-maryland

Cloud Service

Apple to close its first unionised US store in Maryland

Apple closes its first unionised US store in Maryland, sparking concerns over employee treatment and the future of unionisation efforts.

Apr 10, 2026
pimco-weighs-us14bn-debt-deal-for-oracle-data-centre-expansion

Datacenter

Pimco weighs US$14bn debt deal for Oracle data centre expansion

Oracle’s data centre growth may be backed by a US$14bn Pimco financing, signalling private credit’s rising role.

Apr 8, 2026
us-moves-to-expand-curbs-on-chinese-tech-gear

Cloud Service

US moves to expand curbs on Chinese tech gear

Proposed US restrictions on Chinese equipment could reshape telecom and data infrastructure markets worldwide.

Apr 6, 2026
SpaceX files for IPO with Mars investment opportunity reviewed editorial briefing visual

Institutional

SpaceX files for IPO with Mars investment opportunity

Elon Musk’s SpaceX moves toward IPO, opening access to satellite networks and deep-space plans, including lunar and Mars missions.

Apr 2, 2026
AT&T-boosts-FirstNet-with-$2bn-deal

National Telecom

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.

Apr 2, 2026
AWS Bahrain Cloud Disruption After Drone Activity reviewed editorial briefing visual

Cloud Service

AWS Bahrain Cloud Disruption After Drone Activity

Amazon confirmed AWS's Bahrain cloud region was disrupted after drone activity and later described the region as conflict-damaged and unavailable, making the incident a test of regional cloud resilience.

Mar 27, 2026
OpenAI plans wider ChatGPT ad rollout across US free tiers source-backed briefing visual

Cloud Service

OpenAI plans wider ChatGPT ad rollout across US free tiers

ChatGPT may soon include ads for US free-tier users as OpenAI seeks sustainable revenue amid rising AI infrastructure costs.

Mar 24, 2026
google-expands-us-data-centres-for-ai-demand

Cloud Service

Google expands US data centres for AI demand

The company’s investment highlights growing need for high-capacity data centres driven by artificial intelligence.

Mar 23, 2026
manta-builds-coastal-hubs-to-boost-mexico-connectivity

Regional ISP

Manta builds coastal hubs to boost Mexico connectivity

Manta is building new subsea cable landing hubs in Mexico to strengthen international connectivity and digital infrastructure.

Mar 19, 2026
US-Urges-Firms-to-Secure-Microsoft-Tool-After-Stryker-Attack

Cloud Service

US Urges Firms to Secure Microsoft Tool After Stryker Attack

CISA urges firms to secure Microsoft Intune after Stryker cyberattack, highlighting rising geopolitical cyber risks.

Mar 19, 2026
nscale-to-build-ai-factory-in-west-virginia

Datacenter

Nscale to build AI factory in west virginia

A new AI-focused data centre project highlights growing demand for high-performance computing infrastructure in the US.

Mar 18, 2026
Legal-disputes-over-artificial-intelligence-governance-are-becoming-more-common-as-the-industry-grows

Cloud Service

Judge questions Musk’s $134bn OpenAI damages claim

A US judge questions Elon Musk’s $134bn damages claim against OpenAI, casting doubt on the valuation in the high-profile AI lawsuit.

Mar 17, 2026
Fiber-broadband-infrastructure-remains-capital-intensive,-pushing-companies-such-as-Alphabet-to-seek-external-investors.

Regional ISP

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.

Mar 13, 2026
iran-warns-us-tech-firms-could-be-targets

Cloud Service

Iran warns US tech firms could be targets

Rising Middle East tensions place American technology companies in the geopolitical spotlight as cyber risks grow.

Mar 12, 2026
US-regulator-convenes-robotaxi-safety-summit-with-industry-chiefs

Institutional

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.

Mar 10, 2026
Trump-pledges-to-slash-electricity-prices-for-tech-firms

Cloud Service

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.

Mar 5, 2026