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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North America Regional ISP Trends
Trump reshapes broadband policy as BEAD rules change and DEI cuts made
Trump campaign aims to remove DEI rules and speed up rural fibre rollout in major shift to US broadband policy.

North America Cloud Services Trends
US expands Starlink funding via Internet for All programme
What happened: Commerce revises Starlink’s funding prospects The US Commerce Department has updated the rules governing its \$42.5 billion Internet for All initiative, allowing satellite broadband providers like SpaceX’s Starlink to access federal funding under certain…

North America Regional ISP Trends
US Signal boosts power and fibre capacity at Midwest data centres
• US Signal is adding 3 MW of power in Detroit and 6 MW in Des Moines, along with 1,000+ miles of ultra-dense fibre, to support AI and edge workloads.• The upgrades aim to meet the growing needs of high-density compute and latency-sensitive applications, strengthening…

North America Cloud Services Trends
Trump tariffs hit Apple and Samsung as Huawei grows
What happened Global smartphone shipment growth projections have been significantly lowered following U.S. President Donald Trump’s tariff announcement on imported smartphones. According to Counterpoint Research, the 2025 growth forecast was cut from 4.2% to 1.9%, with specific…

North America Institutional Trends
FCC commissioners Simington and Starks step down
What happened: Simington and Starks resign from FCC amid political scrutiny Two members of the U.S. Federal Communications Commission (FCC) have confirmed their resignations, creating vacancies in the agency’s five-member panel. Nathan Simington, a Republican appointed in 2020…

North America Cloud Services Trends
Interview with InterLIR CEO Alexander Timokhin: Latest IP address market trends
Alexander Timokhin, CEO of InterLIR, joined us once again for his third interview to share his views on the current situation in the IP address markets and digital infrastructure. Speaking with us during the latest RIPE 90 meeting in Lisbon, which has now become something of a…

North America Cloud Services Trends
Vantage secures $5B green loans for US growth
Vantage Data Centres financing to bolster North American operations Vantage Data Centers has secured an additional $5 billion in green loan financing to power the next phase of its North American growth — including full backing for a new hyper-scale campus in New Albany, Ohio.The…

North America Cloud Services Trends
Samsung may use Perplexity AI as default on Galaxy S26
What happened: Samsung may replace Google Gemini with Perplexity AI on Galaxy S26 Samsung is reportedly in advanced discussions with U.S. startup Perplexity AI to integrate its AI assistant into upcoming Galaxy devices, potentially starting with the Galaxy S26 series in early…

North America Cloud Services Trends
JD Vance asserts stablecoins enhance, not threaten, the dollar
What happened: JD Vance champions stablecoins’ role at Bitcoin conference At the Bitcoin 2025 conference in Las Vegas, U.S. Vice President JD Vance stated that stablecoins do not threaten the integrity of the U.S. dollar. Instead, he views them as a “force multiplier” that…

North America Cloud Services Trends
M360 LATAM 2025: 5G & AI redefine Latin America’s digital future
M360 LATAM 2025: Catalysing innovation in Latin America’s digital economy The M360 LATAM conference, held in Mexico City on 28–29 May 2025, has emerged as a key platform for exploring the real-world impact of 5G, AI and other transformative technologies on Latin America’s digital…

North America Cloud Services Trends
M360 LATAM 2025: Day one highlights from Mexico City, 28 May
M360 LATAM 2025: Day one overview On 28 May 2025, the M360 LATAM conference kicked off in Mexico City, bringing together industry leaders, policymakers, and technology pioneers to explore the transformative impact of AI, IoT, and 5G in Latin America. Attendees witnessed…

North America Cloud Services Trends
Micron and Rivals oppose chip tariffs
What happened: US chipmakers urge tariff reconsideration Micron Technology, Qualcomm, and Texas Instruments have formally requested exemptions from proposed US import tariffs on semiconductors. The tariffs, suggested under a ‘Section 232’ investigation, aim to impose duties of…

North America Cloud Services Trends
Denizen Tech: Digital solutions for small businesses
Denizen Tech: Personalised strategies for growth Denizen Technology is a U.S.-based consulting firm committed to helping small businesses and non-profits build a strong digital presence. Founded and operated by Jennifer Rider in West Lafayette, Indiana, the company provides…

North America Regional ISP Trends
AT&T maintains DEI stance amid $5.75B fibre deal
What happened: AT&T maintains DEI stance amid $5.75bn fibre deal AT&T has announced a $5.75 billion agreement to acquire Lumen Technologies‘ consumer fibre business, encompassing approximately one million fibre customers across 11 U.S. states. The deal, expected to close in the…

North America Cloud Services Trends
American Tower unveils Edge data centre in Raleigh
New facility aims to bolster AI, hybrid cloud, and IoT capabilities American Tower Corporation has officially opened its new Edge data centre in Raleigh, North Carolina, marking the company’s Aggregation Edge Data Centre in the United States. The facility, known as RA1, is…

North America Cloud Services Trends
Trump pushes for 600 MHz spectrum to strengthen US connectivity
Trump urges Congress to approve 600 MHz spectrum for 5G and 6G, aiming to raise $88B and boost connectivity.

North America Regional ISP Trends
AT&T to purchase Lumen’s fiber business for $5.75B
What happened: AT&T Acquires Lumen’s Fiber Business AT&T has announced its agreement to acquire 95% of Lumen Technologies’ consumer fiber business for $5.75 billion in cash. This acquisition includes approximately 1 million fiber customers and access to over 4 million fiber…

North America Cloud Services Trends
CRO hits US market with new Crypto.com and Canary Capital trust
Crypto.com and Canary Capital launch first US-regulated investment trust holding Cronos blockchain’s native token, CRO.

North America Regional ISP Trends
Verizon’s $20bn frontier deal approved after DEI rollback
DEI rollback clears path for verizon deal The Federal Communications Commission (FCC) of the United States has granted approval for Verizon Communications to acquire Frontier Communications, a fibre-optic provider, for $20 billion, with the stipulation that Verizon must terminate…

North America Cloud Services Trends
Top tech news today: May 20, 2025
Tech News Roundup 1. Crypto.com and Canary launch US fund Crypto.com and Canary Capital have announced a new fund aimed at attracting institutional investors in the US, focusing on cryptocurrency opportunities. Source 2. Franklin taps blockchain for payroll yields Franklin is…
