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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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Top tech news stories today: March 11, 2024

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.

Mar 11, 2024
Editorial image for U.S. government asks ByteDance to sell TikTok shares.

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…

Mar 9, 2024
Amazon will build data centre in Saudi Arabia with huge investment

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…

Mar 5, 2024
Apple's iCloud class action turns backup restrictions into antitrust risk

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…

Mar 5, 2024
Editorial image for US considering over $10 billion in subsidies for Intel.

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.

Mar 1, 2024
Editorial image for BlackRock Brazil launching BDR fund mirroring US BTC ETF.

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.

Mar 1, 2024
U.S. regulators withdraw crypto mining power survey amid legal dispute

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.

Feb 29, 2024
Apple-antitrust-case

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.

Feb 28, 2024
OpenAI says The NYT "hacked" ChatGPT, launching a lawsuit

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…

Feb 28, 2024
Microsoft-Mistral partnership turns European AI into an Azure distribution test

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…

Feb 27, 2024
AWS to invest $5 billion in cloud computing in Mexico

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.

Feb 27, 2024
Editorial image for Biden’s Friday man Olivia Dalton will go to Apple.

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…

Feb 27, 2024
Editorial image for The US military utilises AI technology in airstrikes in the Middle East.

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.

Feb 27, 2024
Editorial image for Trump’s shift on bitcoin sparks speculation of political trategy.

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…

Feb 27, 2024
Texas Blockchain Council wins favorable ruling against energy regulators

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.

Feb 26, 2024
Editorial image for Rivian, the US electric car maker, is cutting 10 per cent of workforce.

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.

Feb 22, 2024
Editorial image for The US will relax pollution-limiting rules for vehicle emissions.

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…

Feb 20, 2024
Editorial image for Microsoft to expand its AI infrastructure in Spain with $2.1 billion.

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…

Feb 20, 2024
BMW’s security breach exposed sensitive company information

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…

Feb 19, 2024
Editorial image for Zeus, the leader of the IcedID malware faces 40 years in prison.

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…

Feb 18, 2024