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 Cloud Services Trends
Why Trump’s win is driving Tesla shares to new highs
What happened Tesla’s stock is riding a powerful wave of investor interest, surging to its highest level since April 2022 following Donald Trump’s win in the recent U.S. presidential election. Investors are not only snapping up Tesla shares but are heavily focused on bullish…
North America Cloud Services Trends
U.S. imposes new export restrictions on TSMC’s AI chips
—————————— What happened The U.S. has ordered TSMC to halt shipments of advanced chips used in AI to Chinese customers. The Department of Commerce imposed export restrictions on chips with 7 nm or more advanced designs, which power AI accelerators and GPUs. This follows TSMC’s…
North America Cloud Services Trends
How Rivian’s new batteries will cut EV costs
__________________ What happened Rivian announced its R2 SUV will use batteries made in Arizona by LG Energy Solution, shifting from South Korean production to meet IRA requirements. The Inflation Reduction Act (IRA) encourages US battery production for tax credits, a move…
North America Institutional Trends
Canada disbands TikTok for security reasons, user access unaffected
What happened The Canadian government ordered the closure of TikTok‘s operations in Canada on November 6, citing national security risks. Nevertheless, Canadians can still access the short video application and continue creating content on it. Innovation Minister…
North America Institutional Trends
New Samsung Galaxy S25 Slim to launch in 2025
_____________ What happened Samsung plans to launch a new “Galaxy S25 Slim” alongside its Galaxy S25 lineup in Q2 2025, according to recent certifications. Identified as model SM-S937U for the U.S. and SM-S937 internationally, this variant will be slimmer than current flagship…
North America Cloud Services Trends
Top tech news today: November 7, 2024
Top tech news today: Bitcoin reaches new record as Trump wins the US election, SpaceX plans sixth Starship launch, and Tesla faces Musk tweet trial decision. 1. Bitcoin hits record high amid Trump speculation Bitcoin reaches a new peak as traders speculate on a possible Trump…
North America Institutional Trends
FTC alleges fintech app Dave for misleading marketing fraud
What happened The U.S. Federal Trade Commission sued financial technology company Dave Inc over misleading cash-advance advertisement targeting struggling borrowers. The claim accused Dave Inc over the 500$ cash advance they says to offer but users never receive. As well as the…
North America Institutional Trends
Meta unleashes revolutionary AI to supercharge US military power
What happened Meta announced on Nov. 4 that it will offer its Llama model to U.S. government agencies and defense contractors. This marks a significant shift in the approach of tech giants when it comes to the military application of AI. Meta has traditionally focused on the…
North America Cloud Services Trends
Top tech news today: November 4, 2024
Top tech news today: Crypto ETF inflows rise before U.S. elections, Nvidia seeks EU approval for Run.AI buyout, and Disney unveils an AI and AR business unit. 1. Crypto ETFs see big inflows pre-election Crypto ETFs are attracting investors in anticipation of increased volatility…
North America Cloud Services Trends
Bitcoin reaches $70K for the first time in months as election and earnings loom
What happened Bitcoin briefly surged past $70K as investors anticipated MicroStrategy‘s results and the upcoming U.S. presidential election. Coin Metrics reported a 3% price increase, reaching $69,925.00, with a peak of $70,207.02 on Monday around 6:00 p.m. Eastern, followed by…
North America Cloud Services Trends
Broadband providers invest $94.7B to strengthen networks for AI-driven growth
What happened USTelecom reported that the US broadband industry invested $94.7B in communication infrastructure in 2023 for AI-driven growth. The investments were the second biggest in 22 years, trailing only 2022’s $102.4, and were more than 23% higher than the historic yearly…
North America Cloud Services Trends
Almost human: How close are we to perfecting humanoid AI?
Explore the latest breakthroughs in humanoid AI and the companies leading the charge toward a future where machines think and feel like us!
North America Cloud Services Trends
Microsoft warns of Iranian hacker group targeting election sites
As the U.S. gears up for its elections, concerns about cyber threats have escalated, particularly from the Iranian hacker group known as Cotton Sandstorm. According to a recent blog post by Microsoft, this group, which is associated with Iran’s Islamic Revolutionary Guard Corps…
North America Institutional Trends
Three Mile Island Nuclear Power will restart in 2028
What happened The Three Mile Island nuclear power plant is now preparing to restart. Constellation Energy announced that its Unit 1 reactor, which was shut down five years ago, is expected to restart in 2028, pending approval from the U.S. Nuclear Regulatory Commission. Microsoft…
North America Institutional Trends
Hemlock Semiconductor receives $325M investment for new facility construction
What happened Hemlock Semiconductor, established in 1961, is the only U.S. manufacturer producing ultra-pure polysilicon, and it is one of only five companies in the world capable of producing polysilicon at the purity levels required by the top semiconductor market. As a result…
North America Institutional Trends
The U.S. extends 25% of CHIPS Act tax breaks to wafer and solar panel factories
What happened The U.S. government recently announced an extension of the 25% tax credit in the CHIPS Act. This extension now covers wafer manufacturing, including photovoltaic cells used in solar panels. This decision is part of the CHIPS and Science Act. It aims to encourage…
North America Cloud Services Trends
Juniper Networks assists the NRK in its digital transformation
What happened NRK has chosen Juniper Networks as its IP-based broadcasting infrastructure provider to support its digital transformation. NRK’s Chief Technology Officer and Chief Product Officer, Pål Nedregotten, stated: “NRK’s production network is crucial for us to create…
North America Cloud Services Trends
SAP stock hits record as cloud and AI demand surge
SAP’s U.S.-listed shares have reached a record high, following the company’s strong third-quarter earnings report, which surpassed analysts’ expectations. The German software giant, best known for its enterprise resource planning (ERP) solutions, is experiencing a surge in demand…
North America Cloud Services Trends
Google wins temporary pause on Play Store changes amid Epic Games lawsuit
What happened A California federal judge has granted Google a temporary halt on a previous ruling that ordered the company to overhaul its Android Play Store by November 1. The decision, made by U.S. District Judge James Donato, comes in response to an antitrust lawsuit filed by…
North America Cloud Services Trends
Schneider Electric Expands Portfolio With $850 Million Purchase Of Motivair
What happen Schneider Electric has announced its acquisition of a controlling stake in Motivair Corp for about $850 million. This all-cash deal will give Schneider a 75% ownership in the U.S.-based company. They plan to acquire the remaining shares by 2028. This strategic move…