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.
Texas Advances Landmark ERCOT Grid Rules for Data Center Power
Texas regulators are advancing landmark grid rules that will decide how data centers connect to ERCOT and pay for power. We examine what the emerging large-load framework could…
White House Executive Order Sets AI Cybersecurity and Frontier Model Framework
A new White House executive order establishes a federal framework for AI cybersecurity and frontier-model oversight, signed in June 2026. We examine what the order signals for data…
Executive Order Seeks Early Government Access to Frontier AI Models
A new executive order seeks early US government access to powerful frontier AI models before public release, in President Trump’s latest move on AI policy. We examine the…
Generac Signs Global Backup Power Deal With Unnamed Hyperscale Data Center Operator
Generac announced a global supply agreement to provide backup power to a leading hyperscale data center operator, a milestone in its push beyond home generators. The June 2026…
Alphabet Eyes $80B Debt Raise to Fuel AI Infrastructure
Alphabet plans to raise $80 billion in debt to finance an aggressive AI infrastructure buildout, according to a May 2026 report. The move would mark one of the…
SIA: Semiconductors Make Up 95% of an AI Server Rack’s Value
SIA reports that semiconductors account for 95% of an AI data server rack’s value, spanning GPUs, memory, networking and power chips. The finding shows how fully data center…
CoreWeave-Tied Data Center Seeks $850M Junk Bond in AI Buildout’s Debt Turn
A CoreWeave-tied data center operator is seeking an $850 million junk bond sale, Bloomberg reports — a sign debt markets now finance the AI buildout. We examine what…
AI’s Power Surge Is Forcing a Ground-Up Rethink of Data Center Design
AI’s power surge is forcing a ground-up redesign of data center architecture, from rack density and cooling to how facilities source power. Bloomberg’s deep dive frames the race;…
Bitdeer Sells Its Bitcoin Stack as Mining Margins Compress
Bitdeer has liquidated its entire bitcoin treasury as mining margins tighten in 2026, raising the question of whether other public miners such as WULF and RIOT will follow…