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
AWS outage impacts Ring services in US-EAST-1 region
OUR TAKEThe AWS outage in the US-EAST-1 region underscores the vulnerability of widely used internet services to infrastructure issues. This incident highlights the importance of robust redundancy and rapid response strategies to minimise disruption. — Zoey Zhu, BTW reporter What…

North America Cloud Services Trends
US Senate passes child safety reforms amid tech industry criticism
The U.S. Senate passed COPPA 2.0 and KOSA to enhance online child safety, banning targeted advertising and restricting data collection for minors.

North America Cloud Services Trends
The journey of AI: From conceptual roots to the modern era
From the initial ideas of Turing to the sophisticated systems we see today, AI has moved from theory to practical application. In 1956, the term “Artificial Intelligence” was coined during the Dartmouth Conference in the United States.

North America Institutional Trends
UK antitrust body examines Google’s partnership with Anthropic
OUR TAKECMA has launched a preliminary investigation into the partnership between Google and US AI start-up Anthropic to assess whether this partnership has resulted in a material lessening of competition in the UK market.The CMA is inviting stakeholders and interested parties to…

North America Institutional Trends
OpenAI supports legislation to shape the future of AI
OUR TAKEOpenAI has thrown its support behind several Senate bills that can influence the federal government’s approach to AI, including the establishment of a U.S. AI Safety Institute and initiatives to promote AI education and research. This move reflects the company’s belief in…

North America Cloud Services Trends
‘Dr. Doom’ Nouriel Roubini is looking to launch his first ETF
OUR TAKENouriel Roubini, often called “Dr. Doom” because he predicted the 2008 financial crisis, is now jumping into the ETF game with his new Atlas America Fund. He’s one of the fund’s managers, and they’re aiming to keep it pretty stable and low-risk. They’re investing in a…

North America Cloud Services Trends
Alphabet’s AI partnership with Anthropic faces UK scrutiny
UK’s antitrust watchdog is reviewing Alphabet’s partnership with Anthropic, examining its potential effects on the competitive landscape. In a recent joint statement, the CMA, along with US and EU counterparts, promised to collaborate to ensure fair competition within the AI…

North America Cloud Services Trends
Apple unveils training details of Apple Intelligence models
OUR TAKEThe technical paper describes the training process of the AI models it has developed for Apple Intelligence, making it clear that the models are trained on publicly available and licensed datasets, ensuring that no private user data was used, thus emphasising its…

North America Institutional Trends
U.S. supports open AI models and proposes risk oversight
OUR TAKEThe U.S. Department of Commerce has released a report in support of open-weighted generative AI models, such as Meta’s Llama 3.1, and recommends that the government develop new capabilities to monitor the potential risks of these models. The report highlights that open…

North America Cloud Services Trends
Ether ETFs see $340M outflow in first week of trading
OUR TAKEIn their debut week, the nine US ETFs holding Ethereum saw a significant shift. $340 million was withdrawn from an older, high-fee Ethereum product that was recently converted to an ETF, although this conversion was aimed at modernising the fund. Meanwhile, eight new…

North America Regional ISP Trends
What kind of internet connection is Spectrum?
Spectrum Internet is a cable internet service provided by Charter Communications, one of the largest telecommunications companies in the United States.

North America Cloud Services Trends
Justice Department warns of TikTok’s potential election interference risks
OUR TAKE The Justice Department’s filing highlights serious concerns over national security and the potential for foreign interference in US elections through social media platforms. As TikTok battles to remain operational in the US, the outcome of this legal struggle could set…

North America Cloud Services Trends
Bitcoin price dips as Trump addresses crypto audience
OUR TAKEDonald Trump recently made headlines at the Bitcoin 2024 conference in Nashville when he threw his support behind bitcoin and said he wanted the US to lead its expansion. This was a big deal, as it highlighted how politics can really shake up the crypto market. Despite…

North America Cloud Services Trends
80 WTO members agree on e-commerce rules while US holds back
Around 80 countries agreed on a new pact aimed at modernising global digital commerce, but some other countries had reservations.

North America Cloud Services Trends
Addressing AI fragmentation in Canada’s military strategy
OUR TAKECanada’s Department of National Defence and military forces are facing a number of challenges in adopting AI technologies, and a newly released strategy document reveals “fragmentation” and a lack of coordination in their implementation and use of AI. The strategy…

North America Institutional Trends
US DOJ says TikTok collected US users’ views on sensitive issues
OUR TAKEThe DOJ’s stance underscores the tension between national security and free speech, with significant implications for foreign-owned tech platforms. If TikTok is banned or forced to change ownership, it could set a precedent affecting other apps and highlight the US…

North America Institutional Trends
FAA greenlights SpaceX’s Falcon 9 for launch
OUR TAKEThe FAA’s permission of the Falcon 9 is a significant development in the ongoing efforts to ensure safe and reliable space travel. SpaceX’s swift response and thorough investigation into the mid-flight failure reflect the company’s dedication to innovation and…

North America Cloud Services Trends
North Korean hacker hired by US security supplier, loaded malware
A cybersecurity firm hires a hacker who attempts system compromise. The company races to evaluate and mitigate the breach’s impact.

North America Institutional Trends
Justice Department flags TikTok as a national threat to elections
OUR TAKEThe US Department of Justice has thrown down the gauntlet, claiming TikTok’s algorithm could be exploited by the Chinese government to sway our elections and political discourse. This isn’t just a whisper campaign; it’s a direct warning that our everyday shares and…

North America Institutional Trends
Coinbase expands board to bolster US crypto policy influence
Coinbase, a US cryptocurrency exchange, expanded its board with three new members to strengthen its influence on US crypto policy.
