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.
Vobile Books 25MW in Brunei for AI Factories
Vobile signed cooperation and commercial agreements with Brunei operator UNN for 25MW of liquid-cooled AI data center capacity, with 25MW more reserved. We look at what the deal…
Nvidia Chips as Statecraft: The Armenia-Azerbaijan Signal
Nvidia chip access reportedly served as leverage in the United States-brokered Armenia-Azerbaijan peace deal, turning AI compute into a tool of statecraft. Nvidia’s latest filings show data center…
Marvell’s 5 Million Photonic Chips: Optics Goes Volume
Marvell says it has shipped over 5 million photonic chips with Tower Semiconductor, a volume milestone for optical interconnect in AI data centers. The August quarter’s record $2.739…
Blue Owl’s $2.4B GPU Loan to IREN Prices AI Risk at 9%
Blue Owl and PIMCO led a $2.4 billion GPU financing for IREN at a 9.0% fixed rate, funding 90% of GPU capital costs at its Mackenzie expansion. IREN’s…
Blue Owl’s $6.5B Data Center REIT Tests Public Appetite for AI Infrastructure
Blue Owl plans a publicly traded data center REIT holding about $6.5 billion of assets, Bloomberg reported. The listing would roll up its data center holdings into shares…
Flex Bets $4.4B That Power Conversion Is AI’s Bottleneck
Flex will acquire EPC Power for $4.4 billion in cash, pushing the contract manufacturer into grid-scale power conversion for AI data centers. Flex’s September 4 filing with the…
SoftBank’s $4B DigitalBridge Deal Buys the AI Buildout a Landlord
SoftBank is buying DigitalBridge for $4 billion, handing the AI buildout’s biggest financier its own digital-infrastructure platform. The seller’s chief executive is meanwhile comparing the moment to the…
Nvidia’s $13B Hugging Face Deal Moves It Up the AI Stack
Nvidia has agreed to acquire Hugging Face for about $13 billion, pushing the AI chip leader up the stack into open-model distribution and developer tools. Filings show $11.9…
Germany’s Substation Sabotage Probe and the Grid Edge Data Centers Rent
German authorities are investigating suspected sabotage at two power substations, the equipment that feeds electricity to homes, factories and data centers. We examine what physical grid attacks mean…