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.
Dell’Oro: AI Buildouts and Memory Inflation Push 1Q 2026 Data Center Capex Higher
Data center capex rose sharply in 1Q 2026 as AI infrastructure buildouts and memory cost inflation drove spending higher, Dell’Oro Group reports. We examine what the surge says…
Warner Pushes Cyber Overhaul for AI-Era Critical Infrastructure
Sen. Mark Warner proposes overhauling U.S. critical-infrastructure cybersecurity policy to address AI-era threats, a shift with direct implications for grid, telecom, and data-center operators weighing new compliance and…
MIT Spinout Applies Nuclear Passive Cooling to Data Centers
Nuclear-inspired data center cooling moves from lab to market as an MIT spinout adapts reactor-style passive heat removal to cut energy and water use. We break down how…
CISA BOD 26-04 Moves Federal Patching Toward Risk-Based Prioritization
CISA’s Binding Operational Directive 26-04 shifts federal vulnerability patching from fixed deadlines toward risk-based prioritization. We examine what the directive signals, what remains unpublished, and why critical-infrastructure operators…
Data Center Power Costs Draw Lawmakers Toward Rate-Design Fixes
Data center power costs are pushing lawmakers to float rate-design solutions, Bloomberg Government reports, as electricity bills turn political. We examine what the emerging policy debate means for…
Ransomware Up 48% Even as Attacks Ease: Reading Check Point’s May 2026 Numbers
Check Point reports global cyberattack volume eased in May 2026 while ransomware surged 48% as threat groups reorganize. We examine what the divergence means for defenders, why fewer…
Crusoe’s Contracted AI Infrastructure Pipeline Nears 5 GW
Crusoe says its contracted AI infrastructure pipeline is nearing 5 gigawatts, a power commitment that puts the neocloud in hyperscaler territory. We examine what the June 2026 milestone…
House Hearing Puts Frontier AI and Critical Infrastructure Cyber Defense on One Stage
A House hearing put frontier AI, cyber defense, and critical infrastructure resilience on one stage, a sign Congress now treats AI and cyber as one agenda. We unpack…
Behind-the-Meter Gas Plants for Data Centers May Raise US Energy Bills
Behind-the-meter gas plants powering data centers will raise US energy bills, a Utility Dive report finds. We break down how on-site gas generation can shift grid costs to…