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.
NuScale’s 7% Give-Back Shows AI’s Power Question Is Who Pays for the Grid
NuScale Power fell about 7%, Oklo 5% and Centrus Energy 3%, handing back gains from a House bill making data centers cover their own power costs. The reversal…
AOI’s 1.8M Sq Ft in Texas and 10 Years in Ningbo Make AI Optics a Floor-Space Bet
Applied Optoelectronics has leased the entire 1.8 million-square-foot Hightower Business Park near Houston for data center-related manufacturing. An 8-K filed September 15 adds a separate 10-year factory lease…
Everyone Watches Reactor Permits. AI’s Molten-Salt Bottleneck Is 99.99% Lithium-7
Natura Resources has received FLiBE molten salt coolant from the Department of Energy for its MSR-1 reactor at Abilene Christian University in Texas. The salt carries 99.99% enriched…
Two Degrees Decide Whether an AI Cooling Unit Is 5 MW or 3 MW — and How Many You Buy
Clivet debuted a next-generation magnetic levitation compressor and an AI data center cooling portfolio at AI Infra Summit 2026 in Santa Clara. Its high-capacity coolant distribution unit is…
SenseTime’s 80% Tokens-Per-Watt Gain Pulls the Grid Inside AI’s Efficiency Math
Huawei unveiled its grid-interactive AIDC solution at HUAWEI CONNECT 2026 on September 20, combining grid-forming storage, lithium batteries and AI-managed liquid cooling. SenseTime said end-to-end optimization raised its…
Equinix’s $5B-$7B AI Buildout Shifts the Colocation Bottleneck From Cabinets to Megawatts
Equinix plans $5 billion to $7 billion of annual data center buildout as AI demand accelerates, Yahoo Finance reported. At that run rate, the constraint on colocation growth…
SoftBank’s $21B AI Debt Puts a Repayment Calendar on Compute That Isn’t Built Yet
SoftBank has added $21 billion in new debt deals to fund its artificial intelligence buildout, shifting AI capital spending from equity to borrowed money. Debt carries fixed repayment…
Hut 8’s $9.8B AI Lease Prices a Megawatt Like Meta’s, So Build Cost Sets the Margin
Hut 8 signed a second 15-year, $9.8 billion AI data center lease for 352 MW at its Beacon Point campus in Texas. Per megawatt-year, the rent sits near…
A Utility’s First Quantum Customer Is Its Own Grid: EPB’s $4M Chattanooga Test
EPB launched an IonQ Forte Enterprise quantum computer in Chattanooga on Sept. 18, adding computing to its quantum network. Its first user is the utility’s own grid research…