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
Serverfarm lifts credit facility to $3.89bn
Serverfarm has expanded its revolving credit facility to $3.89bn for North American data-centre development, but has not disclosed how much is drawn.
North America Datacenter
Vantage closes $2bn development facility
Vantage has secured a five-year revolving facility for early-stage North American data-centre development before individual projects reach construction financing.
North America Datacenter Trends
New York sets $1m-per-MW data-centre benchmark
New York recommends at least $1 million per MW for data-centre community investment, giving municipalities a common starting point for negotiations.
North America Datacenter Trends
Bell proposes Saskatchewan AI expansion to 1.2GW
A non-binding agreement could add 900MW through partner-built gas generation, while Bell's original 300MW project targets first service in 2027.
North America Datacenter Trends
Texas orders enforcement over data-centre water reporting
Missing water-use reports can now affect permits and ERCOT interconnection, putting water compliance alongside power in Texas data-centre development.
North America National Telecom Trends
Samsung and Verizon test 5G crowd sensing in Dallas
Samsung and Verizon used a virtualised 5G network and 40MHz of CBRS spectrum to map crowd density in near real time without separate radar equipment.
North America Cloud Services Trends
PaperCut replaces emergency patches as CISA deadline passes
PaperCut's new maintenance builds give administrators clearer version records, but site and secondary servers still need to be checked.
North America Cloud Services Trends
CISA deadline passes for exploited ScreenConnect flaw
ConnectWise says the flaw affects ScreenConnect clients, not servers, leaving providers to verify updates across the endpoints they support.
North America Regional ISP Trends
Ripple plans Statesville fibre build
Ripple's Country Club build overlaps streets named in an earlier Zirrus permit, but two construction projects do not yet mean two live services.
North America Institutional Trends
Defence and space SPAC deals double in 2026
Six space and defence SPAC deals have been announced in 2026, while Quantum Space shows why valuation can overstate cash available at closing.
North America Institutional Trends
Toptana has room for four cable systems—and one named anchor
Toptana Technologies has broken ground on a Washington cable landing station designed to receive as many as four subsea systems. The design creates room for a business; it does not prove that four customers, four commissioned cables or four revenue streams exist. For now, only…
North America Regional ISP Trends
Kinetic’s 40,000 Fort Bend passings do not reconcile its 22,000-home build plan
Kinetic has put fibre within reach of more than 40,000 homes around Sugar Land and Fort Bend County. That is a construction milestone, but it is not yet a completion receipt for the US$13 million, 22,000-household programme announced in 2025—and it says nothing about how many…
North America Regional ISP Trends
FirstLight made VETRO its network record. Field reality still has to reconcile
FirstLight says its VETRO migration is complete and the platform is now its official network system of record. The commercial test begins after that milestone: whether construction changes, service orders, capacity commitments and exceptions keep the map synchronized with the…
North America National Telecom Trends
GTS's SPAC deal leaves the most important cash number blank
The proposed combination of NMP Acquisition and Gibson Technical Services carries an implied enterprise value of US$400 million and points to about US$119.8 million in NMP's trust. Neither number tells GTS how much cash it can actually deploy. Public shareholders may redeem…
North America Cloud Services Trends
EVERYWHERE's new investor backs the layer beyond connectivity
NexPhase's investment targets a field-team software platform, not just another communications path. The buyer's contract still determines who responds when an alert arrives.
North America Datacenter Trends
Trump backs data centres as local resistance grows
The White House is defending AI infrastructure investment, but local approvals, power costs, and community opposition are becoming harder for developers to ignore.
North America Regional ISP Trends
LiveOak's Bluffton build faces a second boundary at the building
Phased construction can bring a neighbourhood online before a whole market is finished. For shared buildings, the route from nearby fibre to a usable connection still runs through management decisions and internal wiring.
North America Datacenter Trends
Rocky View puts farmland continuity into data-centre siting
A coming consultation shifts attention from the size of a development parcel to the agricultural operations around it. Permission to begin planning remains a long way from project approval.
North America Regional ISP Trends
BEAD buildout could speed US fibre consolidation
Smaller fibre operators face heavier construction and financing demands as BEAD projects move into delivery, adding to pressure for partnerships and acquisitions.
North America Datacenter Trends
Vaughan agenda separates data-centre review from a pause request
Two members' resolutions put different timelines before the city: study the completed provincial framework, or seek a year-long pause on new AI data-centre approvals. Neither is a recorded decision.