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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1,338 articles
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.
North America Datacenter Trends
St. Louis passes data-centre zoning rules
St. Louis has approved dedicated zoning rules for future data centres, while the 120MW Armory project remains under its earlier permit.
North America Datacenter Trends
Wheeling plans 90MW cap for Warwood data centre
Wheeling’s proposed deal with Silicon Foundry Energy would keep the Warwood project below the state’s high-impact threshold and preserve a local financing option.
North America Datacenter Trends
Sangha gets conditional ERCOT classification for Texas campus
Sangha has 19.9MW available today; another 90.5MW is expected in 2028, while ERCOT verification remains incomplete.
North America Datacenter Trends
Bell's next 900MW in Saskatchewan must bring its own power
The proposed AI hub keeps its original 300MW grid arrangement. Its much larger addition depends on separately developed generation, customers and approvals—not merely a bigger capacity headline.
North America Regional ISP Trends
WiscNet starts two-area splicing after roadwork fibre damage
Two Ashwaubenon outage notices now describe splicing work and a 10pm Central restoration estimate. The incident puts the boundary between a redundant backbone and a resilient site connection in view.
North America National Telecom Trends
Verizon tests crowd sensing on its existing 5G network
A Dallas trial turns radio-channel changes into a crowd-density map. The commercial question is whether that extra network output can earn a place in venue operations.
North America Regional ISP Trends
Site restoration leads Gigapower's Apple Valley update
A city update puts reinstatement and resident concerns at the centre of the week's work. A cable in the ground is not the end of a fibre project's obligations.
North America Datacenter Trends
Frederick rejects Catellus's deal over future local rules
The county has rejected a proposed community-benefits agreement and extended a separate hold on data-centre applications. A precise prior-approval exception means neither decision should be read as a blanket shutdown.
North America Regional ISP Trends
Austin Energy seeks time to put two cloud links out to bid
A proposed extension of access to two Logix fibre connections would keep billing and other cloud-dependent services connected while the utility prepares a competitive procurement.
North America Datacenter Trends
Volato's AI merger closes, but $500m is not build-out cash
The Alignment Engine deal changes Volato's business before it settles the financing, conversion approvals and equipment orders needed to deliver Ohio computing capacity.
North America Cloud Services Trends
Braze’s messaging and infrastructure bills drove 73% of its delivery-cost increase
Braze grew revenue by more than a quarter, but the cost of delivering that growth rose faster. Two disclosed third-party lines explain nearly three quarters of the increase. They reveal where the platform pays a toll—and why neither AI excitement nor a headline gross margin can…
North America Datacenter Trends
Texas makes missing water records a data-centre permit risk
The state's latest directive reaches beyond a prospective grid audit to past water-use returns. For developers, evidence that a survey is complete matters more than a claim that cooling is efficient.
North America Cloud Services Trends
ServiceTitan’s US$527 million contract measure does not capture its Max push
ServiceTitan is promoting Max as a larger, AI-enabled package while more of its commercial motion depends on upsells and usage. Yet the company’s principal contracted-revenue measure deliberately leaves much of that surface outside its frame. The gap does not weaken the quarter…
North America Institutional Trends
Next G Alliance puts spectrum timing on the 6G investment agenda
A new set of industry recommendations focuses attention on the steps between identifying airwaves and using them commercially. For network investors, that sequence matters more than a headline total.
North America Cloud Services Trends
NETSCOUT’s 12.7% growth came with early government orders and a US$17.9m backlog decline
NETSCOUT began fiscal 2027 with faster revenue, better margins and some government-related orders that arrived sooner than expected. Its product backlog simultaneously fell from March. The useful question is not which number cancels the other, but which clocks have moved into…
North America Cloud Services Trends
Magnite and ITN move TV buying's approval point upstream
One brief for local linear television and connected TV can simplify planning without making the inventory, forecasts or spending authority interchangeable.
North America Cloud Services Trends
Mezzo puts Vesta's verification choices into the call sequence
A common gateway changes how lenders select data suppliers. Its value depends on the result of the whole verification path, not the price of its first request.
North America Datacenter Trends
Atlantic HPC's earnout starts with a lease, not a working hall
A proposed merger puts a seven-year customer commitment at the centre of the seller reward. Financing and fitting out the AI facility remain separate tests.
North America Institutional Trends
Minneapolis airport puts airfield operations on private 5G
Minneapolis-St. Paul International Airport is using a dedicated Ericsson 5G network to keep cameras, staff devices and airport vehicles connected across its five-square-mile campus.