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.
ERCOT Batch Zero Clears 4.2 GW of Galaxy Digital Load
Galaxy Digital won conditional ERCOT Batch Zero approvals for five Texas data center projects totaling 4.2 GW of gross capacity, lifting its pipeline past 5.7 GW. Helios I…
Corning’s Verizon Fiber Deal Turns Glass Into an AI Asset
Corning’s multibillion-dollar fiber supply deal with Verizon sent its shares up about 7% and lifted Lumentum 11%. The agreement shows the optical glass squeeze spreading from AI data…
Cisco Buys WideField Security to Harden Splunk’s Identity Layer
Cisco has acquired WideField Security, an identity-security company whose technology will be built into Cisco’s Splunk platform. The deal targets the human, machine and AI-agent accounts that now…
Fire at TeraWulf’s Lake Mariner Exposes AI Site Safety Gaps
A fire at TeraWulf’s Lake Mariner data center left responding firefighters with no working alarm, no suppression system and three dead hydrants. We examine what the incident says…
Hut 8 Reprices Mining Power as AI Data Center Collateral
Hut 8’s AI pivot turns bitcoin mining power into data center collateral: a $9.8 billion, 15-year Texas lease tied to Nvidia and Anthropic, plus $7.5 billion in financing.…
Google’s $3.2B TeraWulf Backstop: Who Really Funds AI Data Centers
Google’s $3.2 billion lease backstop for TeraWulf’s Lake Mariner campus shows how AI data centers actually get financed: hyperscaler credit, not developer balance sheets, is what converts a…
TSMC, Samsung Back ASML’s Next-Gen EUV Machines
TSMC and Samsung have committed to ASML’s newest EUV lithography machines, and TSMC and ASML plan a move to larger 12-inch photomasks. The real prize for AI accelerator…
NeuralTrust’s London Office and the AI Agent Security Gap
NeuralTrust has opened a London office to serve UK enterprises deploying AI agents in production, backed by a $20 million seed round raised in June 2026. We examine…
Backblaze’s $335M CoreWeave Deal and AI’s Storage Layer
Backblaze struck a $335 million, five-year deal to supply CoreWeave with multi-exabyte object storage, sending BLZE shares up 25%. The agreement shows how cheap capacity storage became a…