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.
HVDC, Not Chips: The Grid Is Now AI’s Binding Constraint
HVDC transmission and grid interconnection, not chip supply, increasingly gate AI data center growth. GE Vernova’s reported 68% electrification jump shows where the money moved. We separate what…
Modine’s $4B Backlog vs. Vertiv’s 12% Slide: Cooling Splits
Data center cooling stocks split sharply: Modine gained on a reported $4 billion data center figure while Vertiv shares slid 12%. Here is what those two headlines actually…
GPUs as Collateral: Inside the $2.4B IREN Debt Deal
Blue Owl and PIMCO have structured a $2.4 billion GPU-backed financing facility for IREN, while Core Scientific secured $600 million in new credit lines. Here is how GPU…
Surplus Interconnection: 800 GW Waiting on Existing Grid Ties
Surplus interconnection could plug roughly 800 GW of new generation into grid connections that already exist at US thermal plants, GridLab and UC Berkeley research says. It is…
Nvidia Reportedly Pauses Some Cloud Revenue-Sharing Deals
Nvidia has reportedly paused portions of a program that shared cloud revenue with GPU-hosting partners, per a Data Center Dynamics report. The move raises questions about how the…
PG&E Credits Data Center Growth for 11% Electric Rate Cut
PG&E has cut electric rates four times since 2024, an 11% reduction the utility credits partly to data center and other large-load growth spreading fixed costs across more…
Huawei Named a Gartner Storage Leader: What It Signals
Huawei was named a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms, the only vendor outside North America to place there. We examine what the placement…
Laminated Busbar Market Nears $2.13B as Power Density Rises
The laminated busbar market is forecast to grow from $1.13 billion in 2026 to $2.13 billion by 2035, a 7.3% CAGR, according to MarketsandMarkets. We examine what rising…
1,200-Mile Midwest Fiber Corridor Rides Old Rock Island Rail Lines
A 1,200-mile Midwest fiber corridor will link Chicago, Omaha, Minneapolis and Kansas City under a new Midwest Fiber Networks–Fiberpath agreement. Construction is anticipated to begin in Spring 2027,…