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.
Oracle-Linked Breach Exposes Higher-Ed Client Data: Third-Party Risk in Focus
An Oracle-linked cyber attack exposed data of higher-education clients, GovTech reported in June 2026, renewing scrutiny of third-party SaaS risk on campus. We assess what the report establishes,…
Tensordyne Bets Logarithmic Math Can Beat Nvidia at AI Inference Efficiency
Tensordyne claims its logarithmic-math AI chips deliver order-of-magnitude efficiency gains over Nvidia GPUs for inference. We examine how log-number arithmetic works, why power is now the industry’s binding…
Bloom Report: AI Power Crunch Meets Community Pushback
Bloom Energy’s new report argues AI data center growth depends on solving two problems at once: securing enough power and easing community concerns about siting. The findings frame…
Vertiv Buys ThermoKey as AI Cooling Supply Chains Consolidate
Vertiv’s ThermoKey acquisition deepens its AI data center cooling portfolio by pulling heat-exchanger manufacturing in-house, even as its shares slipped on the news. We analyze why thermal supply…
New National Security Memorandum Orders Hardened Cybersecurity for Military Systems
A new National Security Memorandum signed by President Trump directs stronger cybersecurity for U.S. military and intelligence systems. We examine what the directive can require, why national security…
MS-ISAC Enters Uncertain Era After Funding Cut and Member Exodus
MS-ISAC, the cyber threat-sharing hub for US state and local governments, has lost its federal funding and thousands of member organizations. We examine what the shift to fee-based…
Nvidia’s AI Inference Chip Share Appears to Be Rising, Defying Challenger Narrative
Nvidia’s share of the AI inference chip market appears to be rising, per a June 2026 report from The Information — a counterpoint to the long-running prediction that…
ShinyHunters Tied to Oracle PeopleSoft Exploit Wave
ShinyHunters, the extortion crew behind a string of high-profile data thefts, has been linked to active exploitation of a critical Oracle PeopleSoft vulnerability. The report raises fresh questions…
Memory, Not GPUs, Emerges as the Data Center Bottleneck in AI’s Inference Era
Memory is becoming the key scaling bottleneck for AI data centers as workloads shift from training to inference, according to Data Center Knowledge. We examine why serving models…