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.
800V AI Rack Power Is Being Built in Layers: Navitas GaN, Microchip Control
Microchip and Navitas unveiled an 800V DC-to-6V DC reference design for AI data center racks, targeting 96% peak efficiency and 2,100 W/in³. Pairing Navitas GaN switches with Microchip…
A $2B GlobalFoundries-TSMC Deal Onshores AI’s Interposer, Not the Whole Package
GlobalFoundries and TSMC have reached a $2 billion deal for US-based silicon interposers, the silicon layer that links AI processors to their memory. It brings one step of…
NOARK’s 75-Day Pitch Bets AI Data Center Power Gear Sells on Schedule, Not Price
NOARK Electric showcased data center switchgear, switchboards and breakers at Yotta 2026, citing a 75-day order-to-delivery project in North America. Its pitch rests on localized assembly, UL and…
$2.5B AI Server Diversion Plea Tests Export Controls Where GPUs Become Servers
A Super Micro contractor pleaded guilty in a $2.5 billion scheme to divert AI servers with Nvidia chips to China. The case points export-control enforcement at the server…
CoreWeave’s 15x Reload Claim Puts AI Inference on the Training Critical Path
CoreWeave launched Forge, an AI development platform that links model serving, observability, post-training and evaluation, free to start with paid tiers. Its RL Rollouts preview claims 15x faster…
Frore’s 35% Tokens-per-Watt Claim Turns GPU Hotspots Into an AI Power Lever
Frore Systems launched LiquidJet Diamond, a liquid-cooling coldplate with a diamond heat spreader it says yields up to 35% more AI tokens per watt. The bet: in power-capped…
At 40 Minutes per Trailer, Oracle’s AI Gas Stopgap Has a Ceiling
Oracle is trucking compressed natural gas to data centers in Utah and Texas to avoid power delays, and is weighing the same in New Mexico. At 100 megawatts…
Lumentum’s Sellout to 2029 Turns AI Network Optics Into a Long-Lead Item
Lumentum says its optical component capacity for AI data centers is sold out into early 2029, with demand for some products far outrunning supply. The sellout makes network…
Bitdeer’s 67MW Malaysia AI Bet Rests on a 9.5MW Sellout — and No Tenant Yet
Bitdeer Technologies has secured a 67MW AI data center campus in Malaysia targeted for Q2 2027 delivery, with no customer offtake signed yet. The only Malaysian AI demand…