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.
Smoke Over Virginia Data Center Signals PJM Grid Strain
Dark smoke rose above a Virginia data center as a heat wave pushed the PJM grid toward its limits, spotlighting reliability risks in the world’s densest data center…
MHI Reports Field-Verified Efficiency Gains From AI Cooling Optimization
Mitsubishi Heavy Industries reports energy-efficiency gains from cooling optimization tested in an operational data center. We examine what the July 2026 announcement substantiates, why cooling control is a…
PJM’s Record 168 GW Peak: AI-Era Demand Collides With a Strained Grid
PJM Interconnection set an all-time peak-load record of 168.158 GW during a July 2026 heat wave, topping a mark that had stood for nearly two decades. We examine…
Accenture Data Breach Report: Why a Consultancy Compromise Puts Every Client at Risk
Accenture faces a reported massive data breach that could put client data at risk, according to a July 2026 Cybersecurity Dive report on the consultancy. We examine what…
Blue Owl Launches Data Center Infrastructure Venture as AI Capital Race Deepens
Blue Owl Capital has unveiled an infrastructure venture catering to data centers, Bloomberg reported on July 8, 2026. The move signals that institutional capital is now purpose-building vehicles…
Utilities Scramble for Transformers as Data Center Demand Strains the Grid Supply Chain
Transformer and switchgear shortages are forcing US utilities to scramble for grid equipment as data center demand surges, Reuters reports. We examine what the supply crunch means for…
Ecolab Closes $4.75B CoolIT Deal for AI Cooling
Ecolab has closed its $4.75 billion acquisition of CoolIT Systems, cementing a position in liquid cooling for AI data centers. The move pairs Ecolab’s global water and industrial…
Brookings: Data Center Backlash Signals a Coming Fight Over AI’s Power Demand
Data center backlash is growing, and a Brookings analysis argues it signals a larger fight over AI’s power demand. We examine what local opposition means for siting, grid…
Wafr Technologies’ Reported $100M Raise Shows Investors Chasing the Cooling Bottleneck
Wafr Technologies has reportedly raised $100 million, a nine-figure bet on data center cooling as AI workloads push racks past the limits of air cooling. We examine what…