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.
CISA Signals Imminent Rollout of Trump AI Executive Order Directives
CISA will soon begin implementing the Trump administration’s AI executive order, its chief says, moving federal AI-security policy from paper to practice. We assess what the remarks signal…
Foxconn and Intel Join Forces on AI Infrastructure Development
Foxconn and Intel are teaming up on AI infrastructure, pairing the world’s largest electronics contract manufacturer with a storied American chipmaker. We break down what the reported alliance…
Bitdeer Puts 28 MW of Mining Behind Soluna’s Texas Wind Farm
Bitdeer will deploy 28 megawatts of bitcoin mining capacity at Soluna’s Texas wind site, converting otherwise curtailed renewable power into revenue. The deal is a small but concrete…
Google Pushes Industry-Wide Water Transparency Standards as Data Center Backlash Grows
Google is pushing industry-wide water-use transparency standards for data centers as community backlash over water consumption grows. We examine why water has become the AI buildout’s flashpoint, what…
Phoenix Becomes the Test Case for Who Pays for AI’s Power Demand
Phoenix’s data-center boom has made the region a test case for how AI’s soaring power needs get paid for, the Wall Street Journal reports. We examine what the…
Microsoft’s Restaurant-Sized Water Claim: Testing the Closed-Loop Cooling Math
Microsoft says its newest AI data centers use as little water per year as a restaurant, thanks to closed-loop cooling. We examine what that claim covers, what it…
PJM’s Market Monitor Says AI Data Centers Are Reshaping America’s Largest Grid
PJM’s independent market monitor says AI data center growth is now reshaping the largest US power market, lifting demand after years of flat load. We examine what structural…
Bank of America Institute Calls Data Center Construction a Resource Shock
Bank of America Institute says the data center construction boom is creating a resource shock, straining labor, materials, and power supply. We examine what the framing means for…
Google Pledges $500M for Local Water Projects Amid Data Center Growth
Google commits $500 million to local water projects as its data center expansion draws scrutiny over freshwater use. We examine what the pledge covers, how it fits Google’s…