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.
White House Seeks AI Power Cost Pledge From Utilities and Data Centers
The White House reportedly plans to rally utilities and data center operators around an AI power cost pledge, as electricity bills become a political issue. We examine what…
Wyoming Officials Link Meta Data Center to Water Contamination
Wyoming officials have linked Meta’s 715,000-square-foot data center to contamination in a local water system, according to a Fortune report. The claim, if borne out, would sharpen an…
Corning’s Amazon and Nvidia Deals Put Optical Fiber at the Center of the AI Build-Out
Corning’s reported Amazon supply deal and Nvidia tie-up signal that optical fiber is becoming a constrained layer of the AI infrastructure build-out. We assess what the July 2026…
CISA Built Its Incident Playbook Mid-Incident: A Test of National Cyber Readiness
CISA reportedly built its incident-response playbook during a live cyber incident, an admission that raises questions about national cyber readiness. We analyze what is known, what remains unverified,…
Brookings: AI Data Center Ratepayer Pledges Need Enforcement
Brookings argues that voluntary pledges to shield electricity ratepayers from AI data center costs will not hold without enforcement mechanisms. The think tank calls for binding rules as…
Goldman Sachs: AI Capex Pivots Toward Inference and Enterprise Use
Goldman Sachs says AI investment is shifting from model training toward inference and enterprise adoption, a capex signal with direct consequences for data center design, power sourcing, and…
Meta AI Data Center Linked to Rare Bacteria in a City Water System
A Meta AI data center has been linked to rare bacteria found in a city’s water system, according to a July 2026 Forbes report. We examine what the…
Texas Approves First-of-Its-Kind Ride-Through Standards for Data Centers
Texas has approved grid ride-through standards designed to keep large data centers online during disturbances, per E&E News reporting. The move makes ERCOT the first grid to formally…
CNBC’s Top 10 AI Data Center States: Reading the Ranking
CNBC has ranked the 10 U.S. states best positioned to attract AI data center investment even as public opposition mounts. We unpack what such a ranking typically measures…