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.
Eaton Bets Its Best Years Lie Ahead on Data Center Power Demand
Eaton says its best years are ahead as data center demand drives growth, putting power-distribution equipment among the AI buildout’s clearest winners. We examine what that outlook rests…
CoreWeave Brings Up Multi-Rack Vera Rubin NVL72: What It Asks of Operators
CoreWeave has brought up a multi-rack NVIDIA Vera Rubin NVL72 cluster that links hundreds of Rubin GPUs into one scale-out system. We examine what the rack-scale era demands…
CoreWeave’s $2.6B AI Loan Prices Risk Far Above Nebius’s Debt
CoreWeave’s $2.6 billion delayed-draw loan at SOFR plus 5.5% carries a spread three points above Nebius’s July facility at SOFR plus 2.5%. Here is why lenders priced the…
Texas Grid Access Tightens as Bernstein Eyes Miners as AI Landlords
Texas grid operator ERCOT’s 8 GW of large-load connection capacity is reportedly fully allocated, making grid access a scarce asset for AI data centers. Bernstein says miners like…
Pennsylvania’s $188M Data Center Tax Break Shows Why AI Subsidies Follow Servers
Pennsylvania’s data center sales-tax exemption is projected to cost $188.4 million in fiscal 2026-27 and nearly $2 billion by 2031 as Amazon expands. Because servers are roughly 60%…
Everyone’s Watching New AI Silicon. CoreWeave Found 19.8% in Racks It Already Had.
CoreWeave published MLPerf Inference v6.1 results on four NVIDIA Blackwell platforms, including 16,635 tokens per second per GPU on GPT-OSS-120B. The more consequential figure is a 19.8% per-GPU…
Lam Research’s Rs 10,000 Crore India Plant Shows Why AI Capacity Waits on Tools
Lam Research will invest Rs 10,000 crore — about $1.1 billion — in a semiconductor manufacturing facility in India. The chip-tool maker’s plant moves part of AI’s upstream…
Blue Energy’s 2.5-GW Texas Hybrid Shows Why AI’s First Nuclear Megawatts Burn Gas
Blue Energy filed an NRC construction permit application for a 2.5-GW gas-nuclear hybrid at the Port of Victoria, Texas, to power Crusoe’s AI data center. The project pairs…
Cipher’s 3.2 GW ERCOT Approval Shows Texas AI Power Now Turns on a 2022 Date
Cipher Digital rose about 9% after ERCOT conditionally approved 3.2 GW of Texas capacity; Core Scientific gained 4% and IREN edged higher. Core Scientific’s September 10 filing shows…