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.
Corinex Grid Intelligence Node Targets the Low-Voltage Grid’s Observability Gap
Corinex’s Grid Intelligence Node brings near-real-time measurement and event detection to low-voltage feeders, targeting the observability gap utilities face. We examine the specs, the broadband-powerline economics, the digital-twin…
Skanska Wins CZK 2.1 Billion Contract to Build Data Center Near Prague
Skanska has signed a CZK 2.1 billion (about SEK 930M) contract with CRA Prague Gateway DC to build a data center on the outskirts of Prague, Czechia. Work…
IBM’s Dual-Architecture Processor Brings Arm-Native Apps to the Mainframe
IBM’s dual-architecture processor will let future IBM Z and LinuxONE systems run Arm-native applications alongside z/OS, IBM announced at Hot Chips 2026. We break down the 2nm, 11-core…
Coherent’s AI Thermal Story: Why Cooling, Not Chips, May Gate Rack Density
Coherent Corp (COHR) is being flagged as an AI thermal management play just as its stock pulls back, a Globe and Mail watchlist piece argues. We examine why…
Bitcoin Miners’ $3 Billion AI Pivot: Power Is the Asset Being Financed
Bitcoin miners MARA, Core Scientific, Riot, and TeraWulf announced over $3 billion in power and financing deals as the AI data center pivot accelerates. Contracted electricity, not chips,…
TSMC’s $100 Billion Arizona Bet: Can Leading-Edge Chipmaking Be Onshored?
TSMC’s $100 billion Arizona expansion tests whether leading-edge chip fabrication can be onshored at competitive cost for US AI infrastructure. We assess what coverage of the buildout and…
NVIDIA Takes Minority Stake in Cloverleaf Infrastructure to Speed AI Factory Sites
NVIDIA has made a minority investment in Cloverleaf Infrastructure, a Houston-based developer of powered, shovel-ready data center sites across the US. The deal pairs NVIDIA’s DSX platform with…
Google’s $12.2B Marvell Deal Reshapes the Custom AI Chip Race
Google’s expanded $12.2 billion custom AI chip partnership with Marvell sent Broadcom shares down 6.2% and lifted Marvell’s outlook. We examine what the deal signals about custom silicon…
Modine Surges on Reported $23B Cooling Pipeline Tied to Google and Amazon
Modine Manufacturing shares surged after a Hunterbrook report citing leaked files claimed a $4B Google deal and a $23B data center cooling pipeline. We examine what the report…