North America Cloud Services Trends
North America Cloud Services Trends
Cloud Service trend intelligence tracks cloud computing market trends, AI infrastructure demand, hybrid cloud adoption, edge deployment, platform competition, and data centre capacity pressure in North America, giving readers a fuller view of the demand shifts, capacity constraints, platform strategies, capital timing, regulatory pressure, and operating assumptions behind the market.
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604 articles
North America Cloud Services Trends
Thryv’s 76% SaaS share still turns on a 24-month print clock
Thryv’s software now supplies most reported revenue, but the 76% headline is a mix ratio—not a growth rate. SaaS dollars were nearly flat in Q2 2026 as legacy marketing revenue collapsed; print-directory delivery timing moves that denominator, while normalized directory economics…
North America Cloud Services Trends
Peacock’s edge pitch needs a live-event scorecard
Comcast and Fastly say their software can move Peacock’s biggest live events closer to viewers through Comcast’s network. Their releases describe initial delivery and latency gains, but disclose neither event-level measurements nor the footprint actually serving Peacock.
North America Cloud Services Trends
BRC’s Sangoma deal promises a brand, not a product roadmap
BRC says Sangoma will join its communications portfolio while keeping its brand. That is an announced ownership plan, not yet a customer-continuity commitment: the deal has not closed, and the public materials do not specify what happens to product roadmaps, support or contracts.
North America Cloud Services
CoreWeave's Backlog Is a Delivery Promise, Not Revenue
CoreWeave closed June 2026 with roughly $104 billion of contracted revenue backlog and $2.575 billion of revenue for the quarter. The distance between those two numbers is the company's real operating problem, and CoreWeave's own disclosure language says where it sits: backlog…
North America Cloud Services Trends
Barrick’s mine-wide AI needs a boundary between advice and action
The promise of one intelligence layer across a mine is not merely better analysis. It is faster passage from a signal to a decision and from a decision to work in the field. That passage is also the product risk. Barrick and Avathon can make a broad operating platform credible by…
North America Cloud Services Trends
Softcat’s $1.05bn GDT deal buys a service platform, not data-centre capacity
Softcat is paying for a route into large US technology accounts and the people, vendor relationships and delivery machinery that serve them. Whether that platform merits new dilution and leverage will depend on retention and cash conversion after completion, not on the…
North America Cloud Services Trends
Fastnet’s Tiny Maryland Power Building Still Faces a Long Approval Chain
Amazon has reduced the proposed shore facility for its U.S.–Ireland Fastnet cable to a power-feed building of less than 700 square feet, with no water connection and limited power demand. The smaller design answers part of Worcester County’s concern about infrastructure…
North America Cloud Services
AWS’s recovery gap: DynamoDB access was not usable EC2 capacity
The October 2025 disruption in Northern Virginia exposed a difference between repairing a dependency and completing the work needed to make new compute usable. The recovery sequence matters more than a single all-clear time.
North America Cloud Services
CoreWeave brings up multi-rack Vera Rubin cluster
CoreWeave linked hundreds of Rubin GPUs and added storage changes aimed at reducing cross-region write delays for AI workloads.
North America Cloud Services Trends
PaperCut replaces emergency patches as CISA deadline passes
PaperCut's new maintenance builds give administrators clearer version records, but site and secondary servers still need to be checked.
North America Cloud Services Trends
CISA deadline passes for exploited ScreenConnect flaw
ConnectWise says the flaw affects ScreenConnect clients, not servers, leaving providers to verify updates across the endpoints they support.
North America Cloud Services Trends
EVERYWHERE's new investor backs the layer beyond connectivity
NexPhase's investment targets a field-team software platform, not just another communications path. The buyer's contract still determines who responds when an alert arrives.
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 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 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 Cloud Services Trends
Knox's IL5 offer sells a boundary, not a blanket approval
The September 9 launch could spare software suppliers a separate defense-cloud operation. Buyers still need to know exactly which service and responsibilities they inherit.
North America Cloud Services Trends
DigitalOcean’s Signed CDN Hostname Does Not Buy a Cache Hit
A private download can retain the same CDN domain as a public asset while taking a different delivery path. DigitalOcean’s Spaces documentation makes that distinction explicit. For buyers, the consequence is not a broken URL but a mistaken assumption about what the URL insulates…
North America Cloud Services Trends
C3 AI’s Supplier Savings Need an Obligation Bridge
C3 AI has reduced the cost incurred under its supplier arrangements. Its future purchase commitments have also fallen, by a different amount. Reading both movements as the same saving would miss the contractual question at the heart of the turnaround: what was consumed, what was…