Infrastructure, analyzed daily.
AI infrastructure, cybersecurity, power and cooling — the announcements that matter, with the analysis and the unanswered questions the press releases leave out.
Vertiv’s $1.45B UIG Deal Buys Time to Power
Vertiv will buy UtilityInnovation Group for about $1.45 billion in cash, adding microgrid controls and behind-the-meter power design to its portfolio. An earnout of up to $1.15 billion…
Flex Bets $4.4B That Power Conversion Is AI’s Bottleneck
Flex will acquire EPC Power for $4.4 billion in cash, pushing the contract manufacturer into grid-scale power conversion for AI data centers. Flex’s September 4 filing with the…
SoftBank’s $4B DigitalBridge Deal Buys the AI Buildout a Landlord
SoftBank is buying DigitalBridge for $4 billion, handing the AI buildout’s biggest financier its own digital-infrastructure platform. The seller’s chief executive is meanwhile comparing the moment to the…
Nvidia’s $13B Hugging Face Deal Moves It Up the AI Stack
Nvidia has agreed to acquire Hugging Face for about $13 billion, pushing the AI chip leader up the stack into open-model distribution and developer tools. Filings show $11.9…
Germany’s Substation Sabotage Probe and the Grid Edge Data Centers Rent
German authorities are investigating suspected sabotage at two power substations, the equipment that feeds electricity to homes, factories and data centers. We examine what physical grid attacks mean…
Eaton’s $242M Arkansas Bet on the AI Power Bottleneck
Eaton will invest over $242 million in a North Little Rock, Arkansas plant to double U.S. capacity for modular electrical enclosures and add 1,200 jobs. We examine what…
Equinix and CPP Investments Close $4B atNorth Deal
Equinix and CPP Investments closed a US$4 billion deal for Nordic data centre operator atNorth, taking eight sites in five countries. The US$4.1 billion debt package, a 34%…
Broadcom’s AI Silicon Now Outsells Everything Else It Makes
Broadcom’s third-quarter revenue rose 86% to $29.6 billion, with AI chip sales of $16.7 billion now more than half the company’s total. CEO Hock Tan guided fourth-quarter AI…
Equinix Bets Colocation Can Become an AI Inference Utility
Equinix’s Inference Exchange, built with NVIDIA and Together AI, aims to turn metro colocation into a distributed AI inference utility. We analyze what the launch substantiates, what NVIDIA’s…