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.
nVent’s $1.75B Maverick Power Deal Targets AI’s Real Bottleneck
nVent Electric is buying Maverick Power for $1.75 billion, adding modular medium-voltage switchgear capacity aimed at AI data centers. The deal underlines a shift in the buildout story:…
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…
Up to $1.8B in Grid Upgrades: California’s AI Data Center Deal Is About Who Pays First
California lawmakers struck a deal on Aug. 28 to regulate data center electricity use, directing state regulators to set special rates for the facilities. The package makes data…
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…