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.
Constellation Buys Shell’s Rhode Island Gas Plant for $715M
Constellation Energy will buy Shell’s Rhode Island State Energy Center gas plant for $715 million and hand Shell its Hunlock Creek stake in Pennsylvania. The swap shows why…
Google’s €13b Finland Bet and the Stocks Chasing It
Google’s €13 billion Finnish AI data center push is drawing investors to power and grid names across Europe and the US. Three stocks are in focus. Vistra, Enersense…
HD Hyundai’s KRW 1 Trillion Bet on Engines and SMRs
HD Hyundai Heavy Industries will invest KRW 1.07 trillion to build a 3 GW power generation engine plant in Ulsan and a small modular reactor equipment factory. The…
NVIDIA Backs Up to 2GW of Australian AI Factory Capacity
NVIDIA and eight Australian partners plan up to 2 gigawatts of AI factory capacity by 2027. The buildout names Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and…
TSMC’s 53% August Jump Shows Where AI’s Real Queue Starts
TSMC August 2026 revenue rose 53.3% year over year to NT$514.81 billion, well above its monthly average for the year. The surge points to AI accelerator demand still…
DOJ Probes Nvidia’s Groq Licensing Deal: A Merger Review Test
The Justice Department is investigating Nvidia’s licensing deal with AI chip startup Groq, the New York Times reported. The probe tests whether structuring a transaction as a license…
Wand AI Adds Zeroport to Put Agents on Air-Gapped Systems
Wand AI has added Zeroport’s hardware-enforced containment layer to its sovereign AI stack, letting agents drive air-gapped grid, water and defense systems through a one-way physical boundary that…
ABB and BCG Make the Case for DC Power in AI Data Centers
ABB and Boston Consulting Group say direct current is moving to the center of data center power design, with 800-volt DC emerging for AI racks. Their new hybrid…
Centrus Signs HALEU Deal to Fuel Radiant’s Kaleidos Microreactors
Centrus Energy will supply domestic HALEU to Radiant under a multi-year contract, with deliveries beginning before the end of the decade. Radiant prepayments help fund Centrus enrichment build-out,…