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
Google to enhance Paris Olympics broadcast with AI for US viewers
Google will use AI for Paris Olympics broadcast, partnering with Team USA; NBC to offer personalised AI recaps.

North America Cloud Services Trends
VinFast decides to postpone its EV plant in US
VinFast, the Vietnamese EV manufacturer, has announced a delay in the launch of its planned $4 billion factory in North Carolina to 2028.

North America Cloud Services Trends
ASML orders beat estimates as AI boom fuels chip giant
OUR TAKEASML reported a significant 54% increase in second-quarter orders to $6.1 billion, driven by the boom in artificial intelligence and its impact on demand for advanced chip-making machines. This beat analyst expectations of $4.85 billion. Despite strict US export controls…

North America National Telecom Trends
AT&T’s 109M customer accounts are breached
AT&T says data from 109 million US consumer accounts were illegally downloaded in April, involving records of calls and texts from 2022.

North America Cloud Services Trends
Kaspersky Lab ceases its US operations following a ban
Russian cybersecurity firm Kaspersky Lab will gradually cease its US operations due to a ban imposed by the US Department of Commerce.

North America Cloud Services Trends
KKR-backed OneStream shareholders seek $466M in US IPO
OneStream, in partnership with shareholders including KKR, is seeking to raise $465.5 million through a US initial public offering.

North America National Telecom Trends
Snowflake hack intensifies as AT&T text and call data stolen
US telecoms giant AT&T company has suffered a major data breach after hackers gained access to six months’ worth of call and text data.

North America Cloud Services Trends
US lawmakers demand assessment on Microsoft-G42 $1.5B deal
Republican lawmakers have urged the Biden administration to assess Microsoft’s $1.5 billion investment in AI firm G42.

North America Cloud Services Trends
What is metaverse? Future of digital world
Metaverse as a new concept in the era of artificial intelligence is rapidly attracting people’s attention and imagination. It is not a fictional concept in science fiction, but a digital platform that is gradually becoming a reality, bringing us unprecedented experiences and…

North America Cloud Services Trends
Bitcoin sell-offs trigger market anxiety
OUR TAKEThe significant bitcoin sales from the German and US governments and the Mt. Gox creditors have injected a dose of uncertainty into the market. While the immediate impact is unclear, the actions of these entities will undoubtedly shape the crypto market’s near future. The…

North America Cloud Services Trends
Manufacturers delay Gen AI rollout due to accuracy fears
Manufacturers are cautious about implementing Generative AI due to accuracy concerns, with only 58% planning to increase AI spending in 2024, lower than global and U.S. averages.

North America Cloud Services Trends
Trump to speak at Bitcoin 2024 in Nashville on July 27
OUR TAKEDonald Trump’s support for bitcoin at Bitcoin 2024 highlights his strategy to align with tech-savvy voters and oppose Democratic regulation. By advocating for financial freedom and U.S. dominance in crypto, he aims to energise his base and attract undecided voters with…

North America Cloud Services Trends
Netflix, Disney question Canada rules asking for 5% of revenue
Streaming giants issue new Canadian regulations requiring 5% contributions of their Canadian revenues to support local news and broadcasting.

North America Datacenter Trends
Talen faces utility challenge over Amazon data centre deal
Talen Energy is urging U.S. regulators to dismiss a challenge from electric utilities to its deal with Amazon for powering a new data centre.

North America Institutional Trends
AI deals break a record for US VC funding
The US venture capital funding surged to $55.6 billion in Q2, driven by significant investments in AI companies, reversing a previous decline.

North America Institutional Trends
Brazil orders Meta to stop training its AI on personal data
OUR TAKE Meta is similarly stymied by European Union regulators, leading the company to suspend plans to train its AI models on Facebook and Instagram posts in Europe. However, Meta’s updated data collection policy is already in effect in the United States, which lacks similar…

North America Cloud Services Trends
Detroit Police Department agrees to limit facial recognition tech
OUR TAKEThe January 2020 arrest of Robert Williams, the first documented case of wrongful detention based on facial recognition technology in the United States, is the reason for this new rule. Until now, police have increasingly relied on artificial intelligence systems to…

North America Cloud Services Trends
Amazon hires Adept founder to strengthen AGI development
OUR TAKEAGI is a more advanced technology than current generative AI, with near-human-level capabilities. Amazon’s move is to accelerate the layout of AGI research and development to achieve a “start” on the AI track. Amazon’s partnership with Adept is all the more remarkable in…

North America Cloud Services Trends
Russell reorganisation will be completed on Friday
OUR TAKE The Russell Index restructuring plays a key role in ensuring consistency, transparency, and reliability of U.S. stock market indicators for global investors. The annual adjustment of index components is one of the most important drivers of short-term changes in supply…

North America Cloud Services Trends
Abra crypto firm settles with US states over licensing violations
OUR TAKEAbra’s settlement is a critical moment for the crypto industry, highlighting the necessity for regulatory adherence to protect consumers and maintain market integrity. While it’s disappointing to see such violations, the proactive stance of regulators offers a glimmer of…
