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.
EMCOR’s 43.9% Backlog Jump Shows AI Data Center Builds Hinge on Contractor Throughput
IES Holdings closed a $691 million DBM Global deal as EMCOR’s backlog rose 43.9% to $17.14 billion. Booked data center work is growing faster than revenue, making contractors’…
AI’s Memory Squeeze Lifts ChipMOS 36.7% — and Its New Capacity Is Already Spoken For
ChipMOS reported record third-quarter 2026 revenue of US$263.8 million, up 36.7% year on year, as AI-related demand outpaced memory supply. The chip tester and packager says its new…
With Intel and TSMC in Applied’s $5B Lab, AI Chip Roadmaps Now Run Through a Toolmaker
Intel is expanding its R&D partnership with Applied Materials at the $5 billion EPIC Center in Silicon Valley, where TSMC is already a founding partner. The overlap suggests…
Applied Digital’s $1.59B at 7% Ties Its AI Campus Debt to Go-Live Speed
Applied Digital’s fiscal Q1 2027 revenue rose 322% to $341.9 million, with a $221.0 million net loss, and live AI capacity at Polaris Forge 1 has since hit…
TSMC’s 54.6% September Surge Moves AI’s Next Test to Power and Data Center Sites
TSMC’s September 2026 revenue rose 54.6% year on year to about NT$511.86 billion, holding near August’s level as AI chip demand lifted sales. That run rate sends more…
SKF’s MBx Bearing Aims at Data Center Chiller Lead Times, Not Just 30–40% Savings
SKF unveiled its MBx magnetic bearing series for high-speed data center chillers ahead of Chillventa 2026, designed for faster, semi-automated production. Its 30–40% efficiency claim covers SKF’s wider…
With 2,500 GW Waiting to Connect, OpenGrid Bets AI’s Power Delay Is Partly a Data Problem
The Linux Foundation launched OpenGrid, an open source grid-planning data platform, as 2,500 GW of projects wait in grid connection queues worldwide. Its bet: data center power delays…
Navitas’s $3.5B Claros Market Estimate Shows AI’s Power Wall Reaches the Chip
Navitas Semiconductor closed its Claros acquisition on October 6, adding voltage regulators that power AI processors from millimeters away. Navitas says Claros adds at least $3.5 billion to…
IES’s $691M Steel Buy Aims to Sell AI Data Centers the Frame and the Wiring
IES Holdings closed its $691 million purchase of DBM Global on October 5, adding a $1.5 billion-revenue structural steel business. The deal, funded largely with $525 million of…