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
Top tech news stories today: March 11, 2024
Bitcoin briefly rises to record high over $70,000, Binance must face revived investor lawsuit in US over crypto losses and other tech news.

North America Institutional Trends
U.S. government asks ByteDance to sell TikTok shares
OUR TAKE:The move to fast-track legislation requiring ByteDance to divest from TikTok reflects ongoing concerns about national security and data privacy. While balancing these concerns is crucial, a complete ban on TikTok could have far-reaching economic and creative consequences…

North America Cloud Services Trends
Amazon will build data centre in Saudi Arabia with huge investment
Amazon Web Services' Saudi Arabia Region announcement is a cloud-sovereignty and infrastructure-capacity signal, not a generic corporate expansion item. AWS said on 4 March 2024 that it would launch an AWS infrastructure Region in Saudi Arabia in 2026 and invest more than $5.3…

North America Cloud Services Trends
Apple's iCloud class action turns backup restrictions into antitrust risk
Gamboa v. Apple turns iCloud backup design into an antitrust test. Consumers allege Apple blocks rival cloud services from offering a full device-backup substitute for iPhone and iPad users, leaving iCloud as the practical route for restricted backup files and paid storage…

North America Cloud Services Trends
US considering over $10 billion in subsidies for Intel
The Biden administration negotiates $10+ billion subsidies with Intel to boost semiconductor production, part of the CHIPS Act funding.

North America Cloud Services Trends
BlackRock Brazil launching BDR fund mirroring US BTC ETF
BlackRock launches a Bitcoin ETF in Brazil, aiming to mirror its U.S. success and mulls an Ether ETF, pending SEC approval.

North America Institutional Trends
U.S. regulators withdraw crypto mining power survey amid legal dispute
U.S. regulators discontinued a survey meant to monitor cryptocurrency mining electricity usage permanently, following the recent lawsuit.

North America Cloud Services Trends
Apple is in final contact with US Justice Department
Apple aims to dissuade US Justice Department from an antitrust lawsuit, amid ongoing scrutiny over alleged anti-competitive practices.

North America Cloud Services Trends
OpenAI says The NYT "hacked" ChatGPT, launching a lawsuit
OpenAI's February 2024 court filing turned The New York Times copyright case into a fight over evidence construction, not only training data. The Times had sued Microsoft and OpenAI in December 2023, alleging that generative AI systems used Times journalism without permission and…

North America Cloud Services Trends
Microsoft-Mistral partnership turns European AI into an Azure distribution test
Microsoft's February 2024 partnership with Mistral AI is best read as a cloud-distribution and model-choice signal, not as a simple investment headline. Microsoft put Mistral's premium models into the Azure AI route to enterprise customers while Mistral gained access to Azure AI…

North America Cloud Services Trends
AWS to invest $5 billion in cloud computing in Mexico
AWS Mexico plans to invest $5 billion+ in data centres due to rising cloud service demand, aligning with nearshoring trends.

North America Institutional Trends
Biden’s Friday man Olivia Dalton will go to Apple
Olivia Dalton is about to leave the White House to go to Apple for senior communication positions. Previously, Olivia Dalton, Biden’s right hand, helped him deal with many domestic and foreign policy issues. Entered the current administration in 2021 and also served as the…

North America Cloud Services Trends
The US military utilises AI technology in airstrikes in the Middle East
US defence officials confirm AI assistance in Middle East airstrikes, improving target identification, with human oversight for accuracy.

North America Cloud Services Trends
Trump’s shift on bitcoin sparks speculation of political trategy
At a recent televised townhall, Trump surprised many by praising bitcoin when asked about his views on the cryptocurrency. While he acknowledged the growing acceptance and use of bitcoin, he emphasized his preference for the U.S. dollar. This unexpected shift in Trump’s…

North America Cloud Services Trends
Texas Blockchain Council wins favorable ruling against energy regulators
In a case against multiple U.S. energy regulators, the Texas Blockchain Council (TBC) and Bitcoin mining company Riot Platforms secures wins.

North America Cloud Services Trends
Rivian, the US electric car maker, is cutting 10 per cent of workforce
Rivian Automotive announces a 10% layoff, concerning over electric vehicle sales, attributing stagnant production to economic uncertainties.

North America Cloud Services Trends
The US will relax pollution-limiting rules for vehicle emissions
The New York Times writes that labor leaders are pressing Biden to give them more time to unionize workers at new U.S. electric car plants. The union’s support is critical as Biden faces re-election in the face of a dire climate situation and attacks from candidate and former…

North America Cloud Services Trends
Microsoft to expand its AI infrastructure in Spain with $2.1 billion
New investment Microsoft will invest $2.1 billion over the next two years to expand its artificial intelligence (AI) and cloud infrastructure in Spain, Brad Smith, vice chairman and president of the US software giant, said in a post on the social media site X.The company has just…

North America Cloud Services Trends
BMW’s security breach exposed sensitive company information
BMW's February 2024 cloud-storage exposure is a secret-management and public-bucket control incident, not a customer-data breach. TechCrunch and SOCRadar describe a Microsoft Azure-hosted storage bucket in BMW's development environment that was publicly accessible and contained…

North America Cloud Services Trends
Zeus, the leader of the IcedID malware faces 40 years in prison
A Ukrainian cybercrime kingpin is facing 40 years in prison after spending nearly a decade on the FBI’s most wanted online list.Vyacheslaw Igorevich Panchukov, 37, pleaded guilty this week in the United States to two charges related to his leadership role in the Zeus and IcedID…
