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.
SWI Joins NVIDIA Cloud Partner Program With 3.6 GW Behind It
SWI Group has joined NVIDIA’s Cloud Partner program as a preferred partner, pairing 3.6 GW of secured power in Europe and the US with GPU cloud ambitions. Here…
TeraWulf Data Center Plan Draws Cayuga Lake Protests
Residents near Cayuga Lake protested a proposed TeraWulf data center, showing that opposition to AI-era compute sites now arrives at the permitting stage. We examine what the brief…
Bloom Energy’s Power Connect Sells Speed, Not Fuel Cells
Bloom Energy launched Power Connect, an offering aimed at cutting the wait for grid power at data centers, and its shares rose 7.6% on the news. Here is…
Cisco and Supermicro Deepen Secure AI Factory Ties: What Holds Up
Cisco’s expanded Secure AI Factory partnership with Super Micro signals that security is being designed into AI infrastructure, not bolted on afterward. We examine what the report substantiates,…
Lumentum, NVIDIA and the Fight Over AI Data Center Optics
Lumentum’s NVIDIA tie-up and optical pivot put photonics at the center of AI data center networking economics. We examine what the reported shift means for transceiver supply, co-packaged…
Astera Labs Surge Signals AI’s Interconnect Bottleneck
Astera Labs posted record AI connectivity chip revenue as its stock surged 116%, according to a Startup Fortune headline. The move spotlights the interconnect fabric between GPUs, including…
AI Agents as Digital Actors: Governance Lags Adoption
AI agent governance is becoming an identity and access problem: agents act across systems, not just generate text. Info-Tech Research Group’s new blueprint proposes a three-phase model covering…
HVDC, Not Chips: The Grid Is Now AI’s Binding Constraint
HVDC transmission and grid interconnection, not chip supply, increasingly gate AI data center growth. GE Vernova’s reported 68% electrification jump shows where the money moved. We separate what…
Modine’s $4B Backlog vs. Vertiv’s 12% Slide: Cooling Splits
Data center cooling stocks split sharply: Modine gained on a reported $4 billion data center figure while Vertiv shares slid 12%. Here is what those two headlines actually…