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.
FedRAMP High Arrives for Defense Supply-Chain Compliance
FutureFeed and CyberIllumination cleared FedRAMP High Authorized (Class D), the government’s top bar for sensitive unclassified cloud systems. We analyze what the authorization proves about defense supply-chain compliance…
Marvell’s $5.5B AI Optics Deal and the Interconnect Bottleneck
Marvell’s $5.5 billion AI optics deal puts optical interconnect, the wiring between AI accelerators, at the center of data center economics. We analyze what the source item substantiates,…
NANO Nuclear’s Tillman Deal Tests the Behind-the-Meter Promise
NANO Nuclear Energy and Tillman Digital Gateway have signed a framework agreement to supply advanced microreactors to U.S. AI industrial zones. The announcement establishes intent rather than a…
Core Scientific’s AMD Bet and the Non-Nvidia AI Question
Core Scientific’s reported AMD partnership points to a multi-gigawatt AI expansion built on non-Nvidia silicon, and CORZ shares rebounded on the news. We separate what the headline substantiates…
Nvidia Becomes Landlord in Anthropic’s $35B Lambda Deal
Anthropic’s $35 billion cloud deal with Nvidia-backed Lambda reportedly puts the chipmaker on the data center lease itself. We examine what the arrangement means for AI compute economics,…
Super Micro and the Export-Control Risk Behind an Nvidia Chip Case
Super Micro faces export-control scrutiny after four Taiwan-based staff were detained in an alleged illegal Nvidia chip export case. SMCI shares rose premarket. We assess what this headline-level…
MARA Buys Texas Site to Double Its Power Capacity
MARA Holdings has struck a deal to acquire a Texas site that reportedly doubles its power capacity, and the stock rose on the news. Here is what it…
LONGWELL’s FanWall Claim: 38% Less CRAH Fan Energy
LONGWELL says its LWBE3G FanWall arrays cut CRAH fan energy by 38% and moved from spec validation to mass production in 90 days. Here is what that claim…
nVent’s $1.75B Maverick Power Deal Targets AI’s Real Bottleneck
nVent Electric is buying Maverick Power for $1.75 billion, adding modular medium-voltage switchgear capacity aimed at AI data centers. The deal underlines a shift in the buildout story:…