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.
MDR Buyer’s Remorse: What CISOs Must Fix Before Signing
Info-Tech Research Group warns CISOs risk MDR buyer’s remorse when procurement skips clear requirements and measurable outcomes. Its four-phase blueprint, published August 27, 2026, covers scope definition, KPIs…
USD.AI’s $100M Stablecoin Facility Turns GPUs Into Collateral
Bullish has provided USD.AI with a $100 million stablecoin debt facility for GPU financing, moving AI compute lending onchain. The deal treats GPUs as collateral for non-recourse loans…
Kronos Data Center Deal Meets the Army’s $2B Microreactor Bet
Nano Nuclear signed an agreement to deploy Kronos microreactors at US data centers, the same week the Army committed $2 billion to microreactors at five bases. We examine…
Systemair’s SEK 60M Finland Order and Air Cooling’s Hybrid Future
Systemair won a SEK 60 million (EUR 5.4 million) order for air-based cooling at a new Finnish data centre, with deliveries starting in early 2027. The deal points…
Kasm and Intel Recast Private AI as a Containment Problem
Kasm Technologies expanded its Intel partnership to run local LLM inference on Xeon 6 with AMX inside isolated browser workspaces, keeping prompts on-prem. The release claims cost parity…
SK Telecom Carves Out AI Data Centers as SK Horizon
SK Telecom will spin off SK Broadband’s data center and subsea cable arms into SK Horizon, backed by KRW 3.08 trillion from KKR and IMM. The carve-out leaves…
AWS and NVIDIA’s 2 Million GPUs: Power Is the New Constraint
AWS and NVIDIA say they will deliver 2 million additional GPUs for agentic and physical AI, and Amazon has tripled its Nvidia chip order. Nvidia’s Q2 beat Wall…
Spain’s 80% Hourly Rule Would Make After-Dark Clean Power the Data Center Gate
Spain’s draft decree would require new data centers of 1MW or more to source 80% of their power from new renewables, matched hourly. That makes after-dark clean supply,…
Teragen’s $6M Pre-Seed Bets on Fuel Cells for AI-Era Power
Teragen Energy has raised an oversubscribed $6 million pre-seed round to move its solid oxide fuel cells from prototype to first commercial pilots. BEVC and Energy Capital Ventures…