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.
Modine’s 300 Openings Put AI Cooling Output on a Hiring Curve, Not a Construction One
Modine is hiring up to 300 production workers at its Franklin, Wisconsin data center cooling plant, with assembler pay starting at $23 an hour. A year after the…
Google’s $463M EU Location-Data Fine Puts a Price on AI Telemetry Retention
Google has been fined $463 million for breaching a European Union rule on location data, AP News reported. The penalty puts a number on data-handling failure — and…
Green Mountain’s 100 MW Buildots Rollout Treats the Build Schedule as AI’s Scarce Input
Buildots signed an enterprise agreement with Green Mountain and is live across more than 100 megawatts of data center projects in Frankfurt and Stavanger. The deal puts construction…
DFC’s Move Into WIOCC Shows Africa’s AI Bottleneck Is 35.7% Internet Access, Not Chips
DFC intends to invest in WIOCC Group alongside AFC and Vision Invest, backing subsea cable, fibre and data centre expansion across Africa. With only 35.7% of Africans online…
Marvell’s 102.4Tbps 2nm Optics Make AI Scale-Out a Watts-Per-Bit Problem
Marvell demonstrated 2nm optical interconnects for AI data centers, including 102.4Tbps co-packaged optics at 200G and 400G per lane. The company calls it an industry first. The demo…
HIVE’s $350M AI Cloud Deal Is Twice Its GPU Run-Rate — Delivery Is the New Risk
HIVE Digital’s BUZZ HPC signed a $350 million, five-year AI cloud services agreement, putting contracted revenue under a miner’s pivot to AI hosting. The implied $70 million a…
AI Density Without a New Build: OData’s $630M Liquid Cooling Retrofit in Brazil, Mexico
OData is deploying Aligned’s DeltaFlow liquid cooling at its SP04 site in Brazil and QR03 in Mexico, a $630 million project now in phase one testing. The retrofit…
New Era’s 20-Year, 207 MW Vistra Deal Is How AI Data Centers Clear Financing Now
New Era Energy & Digital signed a 20-year, 207 MW power purchase agreement with Vistra, and its shares rose 16% on the news. The term length, not the…
IREN’s $2.8B Order Book Shows AI Capacity Now Gets Built on Contracts, Not Bets
IREN has secured a Microsoft contract alongside $2.8 billion in new orders, extending its pivot from bitcoin mining to AI data center capacity. The named hyperscaler counterparty matters…