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.
IBM and OpenAI Partner to Bring Frontier AI to Enterprise Cyber Defense
IBM and OpenAI are partnering to bring frontier AI into enterprise cyber defense, aiming to help security teams keep pace with machine-speed attacks. Here is what the June…
Chevron to Power Microsoft’s West Texas AI Data Center With Natural Gas
Chevron will supply natural-gas power for Microsoft’s West Texas AI data center under a deal reported June 21, 2026. The agreement marks oil majors’ shift into grid-scale power…
Castor Bill Would Shield Ratepayers From Data Center Costs
U.S. Rep. Kathy Castor introduced a bipartisan bill on June 20, 2026 to protect American electricity customers from bearing the cost of data center buildout. The measure enters…
Tesla’s ‘Megapod’ Reportedly Turns AI Data Centers Into a Turnkey Product
Tesla plans to sell ‘Megapod’ modular AI data center hardware, packaging power and compute as a turnkey product, according to a June 2026 Electrek report. We examine how…
Meta Taps Reliance to Build Its First AI Data Center in India
Meta is partnering with Reliance to build its first AI data center in India, per a June 2026 report — a milestone as hyperscale AI expands globally. We…
FERC Moves to Fast-Track AI Data Center Grid Connections — With Strings Attached
FERC will order grid operators to expedite AI data center interconnection applications, per a June 2026 report. The catch: projects should bring their own power or curtail during…
DOE ‘Speed to Power’ Targets AI Data Center Grid Delays
The U.S. Department of Energy’s ‘Speed to Power’ initiative aims to accelerate grid capacity buildout for AI data centers, tackling the multi-year interconnection queues that now gate large…
Baseten Nears $1.5B Round as AI Inference Demand Surges
Baseten is reportedly nearing a $1.5 billion funding round as surging AI inference demand pulls investment toward running models, not training them. We assess what the June 2026…
Accenture Backs Dragos: OT Cybersecurity Steps Into the Mainstream
Accenture’s investment in Dragos signals a new phase for OT cybersecurity, moving industrial control system defense into mainstream enterprise security. We examine why IT-OT convergence is driving demand,…