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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606 articles
North America Datacenter Trends
QumulusAI signs $124m deals for 1,280 Blackwell GPUs
QumulusAI signs $124m AI infrastructure deals covering 1,280 Blackwell GPUs, with deployment site still undisclosed.
North America Cloud Services Trends
Tesla robotaxi fleet goes unsupervised in Austin
Tesla rolls out 50 unsupervised robotaxis across Austin, facing occasional wait times over 30 minutes.
North America Cloud Services Trends
US closes offshore AI chip loophole
BIS export-control guidance shapes the availability of advanced AI chips, cloud infrastructure procurement and cross-border semiconductor compliance.
North America Cloud Services Trends
FCC reopens AWS-3 auction after Dish default
FCC auction 113 reopens AWS-3 spectrum bidding as US carriers and satellite firms compete for returned licences.
North America Cloud Services Trends
US closes Nvidia AI chip overseas loophole
BIS export-control decisions shape access to advanced AI compute, semiconductor supply chains and global data-centre deployment.
North America Cloud Services
T-Mobile named official 5G partner for US golf
BTW tracks major telecom operators because their 5G deployments show how network capabilities are moving into enterprise and infrastructure markets.
North America Cloud Services Trends
Abdoul Samb
Tracked for relevance to US carrier infrastructure ecosystems, interconnection strategy, managed connectivity services, and carrier-to-enterprise network partnership development.
North America Cloud Services Trends
Aaron Fisher
Tracked for participation in North American and European data-centre construction, facilities infrastructure, and enterprise deployment ecosystems.
North America Cloud Services Trends
Adam Noll
Tracked for his role as an advisory entity in North American digital infrastructure conversations involving interconnection, modular infrastructure design, AI/HPC deployment environments, corporate end-user demand, and infrastructure investment opportunities.
North America Cloud Services Trends
Abby Horan
Tracked for relevance to telecom ecosystem coordination, carrier-industry relationship management, infrastructure-event operations, and strategic engagement visibility inside the North American connectivity market.
North America Cloud Services Trends
Samsung crosses $1tn valuation with AI chip rally
Samsung Electronics surpasses $1tn market cap as US AI chip stock surge lifts shares and drives strong outperformance in Seoul trading on Wednesd.
North America Cloud Services Trends
Forge Nano to list on Nasdaq via $1.6bn SPAC merger
US semiconductor materials firm Forge Nano plans a SPAC listing, seeking funds to scale production as AI-driven chip demand accelerates globally.
North America Cloud Services Trends
Amazon locks in $100bn Anthropic cloud deal with $25bn investment
Amazon deepens its grip on AI infrastructure by investing up to $25bn in Anthropic alongside a decade-long $100bn AWS cloud commitment.
North America Cloud Services Trends
Ericsson profit dips on North America slowdown and chip costs
Ericsson reports a modest earnings miss as weaker North American demand and rising AI-driven semiconductor costs squeeze margins.
North America Cloud Services Trends
Apple to close its first unionised US store in Maryland
Apple closes its first unionised US store in Maryland, sparking concerns over employee treatment and the future of unionisation efforts.
North America Cloud Services Trends
US moves to expand curbs on Chinese tech gear
Proposed US restrictions on Chinese equipment could reshape telecom and data infrastructure markets worldwide.
North America Cloud Services Trends
AWS Bahrain Cloud Disrupted After Drone Activity
Amazon confirmed that its Bahrain cloud region was disrupted amid drone activity and later said the region was damaged by the conflict and unavailable, testing the resilience of regional cloud architecture.
North America Cloud Services Trends
ChatGPT ads moved from a US test toward wider Free and Go delivery
OpenAI began a phased US ad test on ChatGPT Free and Go before announcing wider delivery. Eligibility, age exclusions, chat-based matching and user controls matter more than the claim that ads reached everyone at once.
North America Cloud Services Trends
Google’s US data-centre buildout ties AI capacity to power access
Google’s documented expansion spans a $3 billion Virginia-and-Indiana programme and later power agreements. The evidence shows that grid access, not an unspecified nationwide build, is the binding operational issue.
North America Cloud Services Trends
CISA’s Stryker warning targets Intune admin controls—not a disclosed flaw
CISA urged endpoint-management hardening after the Stryker attack, but disclosed no Intune flaw or final attribution. Stryker later restored operations.