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.
Equinix Bets Interconnection Is AI’s Real Choke Point
Equinix’s new AI and quantum inference fabric bets that interconnection, not raw GPU capacity, is the choke point for AI inference at the metro edge. Here is what…
CoreWeave’s $6 Billion Lancaster Bet on Powered Land
CoreWeave’s reported $6 billion Lancaster data center marks a shift from renting GPU capacity to owning the buildings and the power behind them. We analyze what powered land…
Digital Realty Opens 6.4 MW Nairobi Two Interconnection Hub
Digital Realty has opened Nairobi Two, a 6.4 MW data center linking customers to more than 100 networks, two internet exchanges and a satellite teleport. Here is what…
Gimlet Labs’ $300M Raise Puts Power at the Center of AI Compute
Gimlet Labs raised $300 million at a $3 billion valuation to scale a six-chip AI compute strategy toward several hundred megawatts of power. Here is what the round…
Nano Nuclear’s Enveniam Deal Tests the Microreactor Timeline
Nano Nuclear Energy and Enveniam have signed a microreactor infrastructure agreement, an early step toward siting small reactors near data centers. Here is what the announcement establishes about…
Argan’s Record Quarter, Shrinking Backlog and the AI Power Trade
Argan reported record second-quarter revenue of $384 million and net income of $53.3 million, with Power segment revenue up 53% year over year. Yet consolidated backlog slipped to…
Quanta Services, High-Voltage Breakers and the Grid Bottleneck
Quanta Services has added a Hyosung HICO joint venture in high-voltage breaker manufacturing to its grid business. Here is what the venture does and does not disclose, why…
See’s Candies Data Breach Draws Class Action Investigation
See’s Candies reported a data breach to California’s Attorney General on August 13, 2026, and a class action firm is now investigating claims on behalf of customers and…
NRG Rallies as AI Power Pipeline Reprices Merchant Generation
NRG Energy shares jumped off a 52-week low as investors repriced its 4-gigawatt pipeline of power projects serving AI data centers. The move, which includes a 1.2 GW…