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.
AI Chip Tools Need Parts: Applied’s $5B India Plan Bets on a 10x Supplier Base
Applied Materials plans a $5 billion, 10-year India expansion with a 140-acre R&D campus and a tenfold rise in local supply chain capacity by 2035. The bigger bet…
Moss Landing’s 1,500 Idle Modules Show Battery Risk for AI Power Outlasts Retirement
Fire struck Vistra’s Moss Landing battery facility again on Sept. 18, 2026, burning 1,500 idle modules in a building retired after the January 2025 fire. The modules were…
AI’s Nuclear Restarts Also Need Rivers: Three Mile Island’s 73M-Gallon-a-Day Permit
Pennsylvania DEP has issued a Section 401 water quality certification for restarting Constellation Energy’s Three Mile Island nuclear plant. The permit allows up to 73.2 million gallons a…
A 13% Policy Rally Stretches Oklo’s $1B Share Program for AI Power
Oklo rose 13% and NuScale 10% after a House vote on data-center power that stops short of a nuclear mandate. For Oklo, which just set up a $1B…
Utilities Turn to AI for Data-Center Load, but 84% Need 1+ Year to Scale a Pilot
National Grid Partners’ 2026 Utility Innovation Survey finds 78% of U.S. utility innovation leaders use AI to manage data-center load growth. But 84% need over a year to…
Nvidia’s 2x Chip Forecast Counts Units, Not the Megawatts AI Sites Must Find
Nvidia CEO Jensen Huang says the company will sell twice as many chips next year. Because that count spans game consoles, laptops, networking parts and data center GPUs,…
Modine Takes $51M Less Cash to Keep Its Data-Center Cooling Pivot Tax-Free
Modine will now receive $159 million instead of $210 million in its Gentherm spin-merger, and Gentherm holders get a $58.35 million special dividend. The cut keeps the deal…
CleanSpark’s $2.23B AI Campus Bond Rests on Meta’s Lease, Not Bitcoin
CleanSpark is offering $2.227 billion of senior secured notes due 2031 to fund its Sandersville, Georgia AI data center leased to a Meta subsidiary. The real collateral is…
Hexnode Synapse Tests Whether AI Agents Can Run IT and Security Work
Hexnode Synapse is an agent-based orchestration layer that lets AI agents handle IT and security tasks across devices, identity and ticketing systems. Hexnode says critical actions such as…