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.
NVIDIA Opens Its AI Factory Playbook to Partners in Scale-Out Compute Push
NVIDIA’s AI infrastructure announcement invites partners to power the AI buildout at scale, extending its AI factory model beyond its own walls. We break down what the July…
Survey: Most Security Workers Pressured to Hide Breaches
A Cybersecurity Dive report says most security workers have been told to conceal a breach, raising urgent governance and disclosure concerns. For boards, auditors, and enterprise buyers, the…
OpenAI Reportedly Halves Inference Costs: Why the Math Matters
OpenAI has reportedly found a way to cut inference costs in half, according to The Information — a step-change that could reshape data-center economics. We assess what the…
National Grid’s $1.75B Joulent Deal: When Interconnect Delays Force Utilities to Buy
National Grid’s reported $1.75 billion Joulent deal shows AI-era interconnection delays pushing utilities to buy their way to grid capacity. We examine the strategic logic, the unanswered questions…
DHS Investigates Breach of Its Own Cyber Threat Information-Sharing Network
DHS is investigating a cyber breach of a federal information-sharing network used to exchange threat intelligence. We examine what has been confirmed, why these networks sit at the…
PJM Moves to Manage Data Center Demand: A Turning Point for AI Power
PJM, America’s largest grid operator, is moving to actively manage data center demand, a structural shift in how AI’s power appetite gets planned. Here is what a demand-managed…
Realty Income’s $6B Hyperscale JV Puts Net-Lease Capital Behind the AI Buildout
Realty Income has formed a hyperscale data center joint venture with Cloud Capital and a global institutional investor, seeded with assets valued at over $6 billion. We examine…
Etched Exits Stealth Mode With $800M and Working Silicon for AI Inference
Etched has emerged with $800M in funding and working inference silicon, challenging GPU economics for AI workloads. We examine what the transformer-specialized chip bet means for data centers,…
DOE Emergency Order for PJM Ahead of Heatwave Signals a Grid Under Strain
The US Department of Energy issued an emergency order for PJM Interconnection ahead of a looming heatwave, easing limits to keep power flowing. We examine what crisis-mode grid…