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.
PJM Cleared to Shift Data Centers to Backup Power in Heat Wave
PJM Interconnection has been cleared to push data centers onto on-site backup power during a heat wave, a first-of-its-kind grid maneuver that could reshape how hyperscale AI campuses…
Hackers Breached DHS Information-Sharing Network, Reports Say
Hackers breached a Department of Homeland Security information-sharing network used to coordinate cyber threat data with industry and other agencies, people familiar with the matter told Nextgov/FCW. The…
Aquifer ‘Thermal Batteries’ Could Cut AI Data Center Cooling Energy and Water Use
Aquifer thermal batteries could cut AI data center cooling demand and save water, new research suggests. We examine how underground thermal energy storage works, why cooling is a…
Brookfield, Bloom Energy Expand AI Power Partnership to $25 Billion
Brookfield and Bloom Energy expand their AI infrastructure partnership fivefold to $25 billion, financing rapid fuel-cell power for AI data centers. We break down what the June 2026…
Wärtsilä Lands New U.S. Engine Order to Power AI Data Center Growth
Wärtsilä has won a new U.S. order for engine-based power generation aimed at AI data center growth, its latest in a fast-expanding market segment. We examine why fast-deploy…
China’s Hollow-Core Fiber Trial Hits 51.3 Tb/s Over 128 Miles Without Regeneration
China’s hollow-core fiber trial reached 51.3 Tb/s across 128 miles without signal regeneration, a milestone aimed at AI-era bandwidth bottlenecks. We examine what hollow-core fiber is, why AI…
Inside GE Vernova’s Gas Turbine Ramp Powering the AI Data Center Boom
GE Vernova’s heavy-duty gas turbines have become critical hardware for the AI data center boom, as CNBC’s factory-floor look shows. We examine why gas turbines are back in…
DeepSeek Open-Sources DSpark, Claiming Up to 85% Faster LLM Inference
DeepSeek has open-sourced DSpark, a new framework the company says can speed up large language model inference by up to 85%, per a VentureBeat report. We examine what…
Druckenmiller Buys Hut 8, Riot and Bitdeer: Miner-to-AI Bet
Stanley Druckenmiller has disclosed new positions in bitcoin miners Hut 8, Riot Platforms and Bitdeer, three names increasingly repositioning their power-rich sites as AI infrastructure hosts. The move…