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.
Applied Digital’s Harwood, ND AI Data Center (Polaris Forge 2): Site, Power, Cost
Applied Digital’s Polaris Forge 2 data center in Harwood, North Dakota reaches partial operation in late 2026, roughly 15 months after approval. The $3 billion campus draws 280…
Hydro One Files $1.3B North Shore Link With Ontario Regulator
Hydro One asked the Ontario Energy Board on September 11 to approve the North Shore Link, a $1.3 billion, 230-kilovolt line into Sault Ste. Marie due in 2029.…
TSMC Reportedly to Double CoWoS Packaging Capacity by 2028
TSMC’s CoWoS packaging capacity could double to 260,000 wafers per month by 2028, a Taiwanese analyst forecast says, gating AI accelerator supply. We weigh what is substantiated, what…
Court Rejects Coal Plant Order, Narrowing DOE Emergency Power
A federal appeals court rejected the Energy Department’s emergency order keeping Michigan’s J.H. Campbell coal plant running past retirement. The ruling narrows a legal tool the administration has…
Anthropic Flags Houthi-Linked Attempts to Use AI for Weapons
Anthropic says users in Houthi-held Yemen tried to use its artificial intelligence models to develop advanced weapons. The disclosure turns frontier-model misuse from a policy hypothetical into an…
FAZE Security Exits Stealth With $6M Seed and 50 Enterprise Logos
FAZE Security exited stealth with $6M in seed funding led by New Era Capital Partners and 50 enterprise customers, including several Fortune 500 firms. The New York and…
Mombasa’s $1.5B Floating Data Centre Bets on Off-Grid Power
Amaco Energy Group and GE Vernova plan a $1.5 billion off-grid AI data centre in Mombasa, powered by gas turbines on a floating barge, not Kenya’s grid. The…
Munters Bets on Virginia to Shorten Data Center Cooling Lead Times
Munters has completed a major expansion of its data center cooling campus in Daleville, Virginia, adding chiller manufacturing that previously ran in Italy. The 565,000-square-foot site now employs…
Modine Becomes Modexus Solutions in Cooling Pivot
Modine will rebrand as Modexus Solutions after spinning off Performance Technologies and merging it with Gentherm, a deal set to close October 1, 2026. The renamed company keeps…