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
US Army orders next-gen robot mule to haul a literal ton of gear
The US Army is developing a new robotic mule, S-MET II, to carry up to one ton of gear, lightening soldiers’ loads.

North America Cloud Services Trends
Wall Street ETF assets hit $10T milestone
OUR TAKEAssets held in US exchange traded funds (ETFs) have surpassed $10 trillion for the first time, marking a significant milestone in the financial landscape. The surge has been driven by a combination of inflows and market gains as investors increasingly favour ETFs over…

North America Cloud Services Trends
DOJ investigates Super Micro over alleged accounting manipulation
The U.S. Department of Justice is investigating Super Micro Computer following allegations of accounting manipulation by Hindenburg Research.

North America Cloud Services Trends
Microsoft to spend $1.3B in Mexico on cloud and AI tech
OUR TAKESatya Nadella’s announcement of Microsoft’s $1.3 billion investment in Mexico marks a pivotal moment for AI development in the country. Looking ahead, this investment could position Mexico as a significant player in the global AI landscape, fostering innovation and…

North America Cloud Services Trends
Mercado Pago seeks banking licence to expand in Mexico
Mercado Pago has applied for a banking licence in Mexico to enhance its financial service offerings and aims to become the largest digital bank in the country.

North America Cloud Services Trends
Spotify expands AI Playlist feature to US and Canada
OUR TAKESpotify’s expansion of its AI Playlist feature into major markets like the US and Canada is a bold move that showcases the platform’s ambition to maintain its leadership in the fiercely competitive music streaming industry. By employing generative AI to personalise music…

North America Cloud Services Trends
US nuclear plants won’t power up big tech’s AI ambitions right away
Constellation Energy and Microsoft aim to restart Three Mile Island nuclear plant for data centres, facing regulations and local opposition.

North America Cloud Services Trends
Top tech news stories today: September 26, 2024
Fintech 1. PayPal to allow cryptocurrency buying, holding and selling for US merchants PayPal Holdings announced on Wednesday it is enabling U.S. merchants to buy, hold and sell cryptocurrency from their business accounts. (Aol) IT infrastructure 2. Google complains to EU over…

North America Datacenter Trends
OpenAI pitches White House on unprecedented data centre expansion
OUR TAKEOpenAI has put together a proposal for the Biden administration, asking for support to build lots of data centres in the US to help it develop its AI. The company wants to build data centres with a capacity of 5 gigawatts (GW) each, which is about the same as the energy…

North America Cloud Services Trends
US bond ETF launches up 50% from year-ago levels
OUR TAKEThe number of bond-focused exchange-traded funds (ETFs) has almost doubled in 2024 compared to the previous year, as investors have shown a lot more interest in them on expectations of interest rate cuts by the US Federal Reserve. This trend is especially noticeable in…

North America Cloud Services Trends
Quant ETFs are offering new way for Wolfe to cash in on research
OUR TAKEWolfe Research is moving into the ETF market by teaming up with Simplify Asset Management to launch the Simplify Wolfe US Equity 150/50 ETF (WUSA) and more funds. These actively managed quant funds use their own machine-learning algorithms to pick stocks. This move…

North America Cloud Services Trends
Russia leads AI manipulation in US election game
A U.S. intelligence official claims Russia is generating the most AI content to influence the presidential election, supporting Trump.

North America Institutional Trends
Top tech news stories today: September 24, 2024
Fintech 1. US SEC, Coinbase clash in court over crypto rulemaking Coinbase and the U.S. securities regulator faced off in a federal appeals court in Philadelphia on Monday as the cryptocurrency exchange pressed the agency to create new rules for digital assets. (The Star) IT…

North America Cloud Services Trends
Nvidia powers federated learning for enhanced AI tumor segmentation in medical imaging
OUR TAKEA group of experts from leading U.S. medical institutions is exploring federated learning to train AI models for tumor segmentation, allowing for collaborative development without compromising data privacy. This innovative approach aims to enhance model accuracy while…

North America Cloud Services Trends
Top tech news stories today: September 20, 2024
IT infrastructure 1. Social media users lack control over data used by AI, US FTC says Social media companies collect, share and process vast troves of information about their users while offering little transparency or control, including over how it is used by systems…

North America Cloud Services Trends
Top tech news stories today: September 18, 2024
Fintech 1. US urges leniency for FTX’s Caroline Ellison, cites help against Bankman-Fried U.S. prosecutors made a case for leniency for former FTX cryptocurrency executive Caroline Ellison when she is sentenced over her role in the exchange’s collapse, citing her help in sending…

North America Cloud Services Trends
TikTok on trial before key court decision
TikTok, alongside its parent company ByteDance, is facing a significant court hearing that may determine the app’s future in the U.S..

North America Cloud Services Trends
Fake videos, real impact: The ‘deepfake era’ hits US and Indian elections
OUR TAKE Deepfake technology is revolutionising political campaigns by enhancing engagement and fundraising, but it also introduces serious risks to democracy. The potential for misinformation and voter manipulation is significant, making it essential for governments and tech…

North America Cloud Services Trends
Top tech news stories today: September 13, 2024
IT infrastructure 1. FDA authorizes first OTC hearing aid software to be used in Apple’s AirPods Pro The U.S. Food and Drug Administration on Thursday authorized the first over-the-counter hearing aid software that is intended to be used with compatible versions of the Apple…

North America Cloud Services Trends
Huawei triumphs with Mate XT but price sparks dismay
The launch of Huawei’s Mate XT represents an achievement in smartphone technology, particularly under the constraints of U.S. sanctions.
