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.
Eaton’s $242M Arkansas Bet on the AI Power Bottleneck
Eaton will invest over $242 million in a North Little Rock, Arkansas plant to double U.S. capacity for modular electrical enclosures and add 1,200 jobs. We examine what…
Equinix and CPP Investments Close $4B atNorth Deal
Equinix and CPP Investments closed a US$4 billion deal for Nordic data centre operator atNorth, taking eight sites in five countries. The US$4.1 billion debt package, a 34%…
Broadcom’s AI Silicon Now Outsells Everything Else It Makes
Broadcom’s third-quarter revenue rose 86% to $29.6 billion, with AI chip sales of $16.7 billion now more than half the company’s total. CEO Hock Tan guided fourth-quarter AI…
Equinix Bets Colocation Can Become an AI Inference Utility
Equinix’s Inference Exchange, built with NVIDIA and Together AI, aims to turn metro colocation into a distributed AI inference utility. We analyze what the launch substantiates, what NVIDIA’s…
Anthropic’s $45bn Nscale Deal: 460MW in West Virginia
Anthropic has agreed to take 460MW of AI compute from Nscale’s West Virginia campus in a reported $45 billion, six-year deal. Here is what that price actually buys.…
Tusker Buys Fortress SRM, Adding 50 Staff and a 24/7 SOC
Tusker has acquired Fortress SRM, a Cleveland cybersecurity firm with about 50 specialists and a 24/7 security operations center, in its fifth deal since 2017. The purchase adds…
Bitdeer’s $100M Texas Land Buy Is a Bet on Grid Access
Bitdeer paid about $100 million cash for 200 acres in Milam County, Texas, beside its Rockdale site to build AI and high-performance computing capacity. A 6-K filed September…
TSMC Moves the Cooling Fight Inside the Chip
TSMC is exploring microchannel cooling built into the chip itself, bringing liquid within microns of AI transistors as system power could rise sixfold. Here is what the shift…
Oklo vs. PJM: Inside the FERC Complaint Over Its Queue Removal
Oklo has filed a complaint at FERC after PJM removed its project from the interconnection queue. The dispute is an early test of whether advanced nuclear built to…