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.
Bitdeer’s 65.1MW Malaysia Deal Tests a Bitcoin Miner’s AI Cloud Pivot
Bitdeer signed a 10-year agreement for A202, a 65.1MW AI data center in Johor Bahru, Malaysia, lifting secured AI cloud capacity to 206.5MW. We examine the roughly $1.1B…
Iron Mountain Brings AI Document Processing to Saudi SME Lending
Iron Mountain signed a deal with Saudi Arabia’s Social Development Bank to run AI document processing in its small-business lending. We look at what the deal covers, what…
India’s 6,000 MW Barmer HVDC Link Puts Grid Equipment in the Spotlight
Power Grid has secured India’s 6,000 MW Barmer–South Kalamb HVDC transmission project, with GE Vernova T&D India reported as top equipment bidder. Here is why long-distance direct-current lines…
Equinix’s 170 MW Cape Town Data Center Approval Faces Appeal
Equinix’s planned 170 MW data center campus near Cape Town International Airport faces an appeal over water, power and diesel backup disclosures. Housing Assembly and Foxglove want the…
TAR’s $1B Series A Prices Off-Grid Power for AI Data Centers as Its Own Category
TAR raised a $120 million Series A at a $1 billion valuation, led by Spark Capital, to build off-grid renewable and battery power for AI data centers. We…
Shanghai Electric Lands First Overseas Gas Turbine Order in Malaysia
Shanghai Electric won its first overseas heavy-duty gas turbine order, for Unit 3 of Malaysia’s Sarawak Samalaju gas power plant. The deal bundles turnkey construction, in-house equipment and…
Fermi Founder Seeks Independent Strategic Review Before October 30 Vote
Fermi founder Toby Neugebauer, who holds about 22% of shares, wants an independent strategic review before the October 30 annual meeting. He is also pressing the board to…
Broadcom Stock Slips Despite Soaring AI Chip Outlook: Why Investors Hesitate
Broadcom stock fell about 3% after fiscal Q3 earnings despite guidance for AI revenue to quadruple by 2028. Here’s why custom-chip growth alone isn’t settling investor questions about…
Nebius–Palantir Deal: A Neocloud Moves Inside the Software Perimeter
Nebius and Palantir have formed a sovereign AI partnership that puts Nebius compute inside Palantir’s platform for commercial customers. We examine what it means for neoclouds, what the…