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.
Hyperscale Data’s $1.2B, 20-Year AI Data Center Services Deal, Explained
Hyperscale Data signed a $1.2 billion, 20-year AI data center services agreement, a deal that shows neocloud demand anchoring long-term campus buildouts. We examine the economics of ultra-long…
Qualcomm’s Dragonfly Bid: A Third Path in AI Inference Silicon
Qualcomm unveiled its Dragonfly data center roadmap on June 24, 2026, staking a claim in agentic AI inference silicon against Nvidia and AMD. The announcement signals ambition, but…
Microsoft’s Mount Pleasant AI Campus Reaches Full Operation in Wisconsin
Microsoft’s Mount Pleasant, Wisconsin AI data center campus is now fully operational, a June 2026 milestone in the hyperscale AI infrastructure buildout. We examine the former Foxconn site’s…
Nvidia’s Hot-Water Cooling Claims Up to 100% Water-Use Reduction for AI Data Centers
Nvidia announced a hot-water liquid cooling system for AI data centers that it says can cut water use by up to 100% while reducing electricity consumption. We break…
OpenAI and Broadcom Unveil LLM-Optimized Inference Chip
OpenAI and Broadcom have unveiled an LLM-optimized inference chip, moving their 10-gigawatt custom accelerator partnership from roadmap toward real silicon. We examine what the announcement substantiates, what it…
Virginia Approves First Data Center Power Tax: A Precedent for AI-Era Grid Costs
Virginia has approved the first-ever data center power tax, a policy milestone in the debate over who pays for AI-era grid growth. We examine what the measure signals,…
Why Data Center Investors Are Buying Power Developers Outright
Data center investors are buying power developers outright, Reuters reports, collapsing the divide between compute and energy in the race to build. We examine why grid bottlenecks drive…
Accenture’s $4.175B OT Security Bet: Three Deals, One Thesis
Accenture is reportedly acquiring three operational technology (OT) cybersecurity firms for a combined $4.175 billion, a major consolidation in industrial security. The deal signals consulting-led OT defense is…
FERC’s Data Center Interconnection Decision: What It Means for Speed to Power
FERC’s data center interconnection decision addresses how large loads connect to the U.S. grid — a ruling with direct consequences for speed to power. We examine what the…