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.
Micron’s $10B Boise R&D Bet Frames Memory as Core AI Infrastructure
Micron announced a $10 billion research facility in Boise, Idaho, as its CEO argues AI demand is breaking the memory industry’s boom-bust cycle. We examine what the announcement…
Exostar Powers Fujitsu’s Trusted Supply Chain Service for Japan’s Defense Sector
Exostar is powering Fujitsu’s new Trusted Supplychain Service in Japan with secure Microsoft 365 enclave technology for defense suppliers. The deal extends a partnership dating to 2019 and…
GE Vernova’s AI Order Surge Signals Power and Cooling Are the New AI Bottleneck
GE Vernova’s AI data-center orders reportedly doubled 2025’s full-year total in six months — a sign power equipment is the AI buildout’s real bottleneck. We examine what Eaton…
TVA Creates Data Center Rate Class, Approves 2026 IRP Amid AI Load Growth
TVA’s new data center rate class shifts the cost of AI-driven load growth onto large power users, shielding households from subsidizing hyperscale demand. The board approved a 2026…
Broadcom’s Reported $60B–$100B Debt Hunt Signals AI Silicon Is Reshaping Credit Markets
Broadcom is reportedly seeking $60 billion to $100 billion in debt financing to fund a custom AI chip deal, per Bloomberg News. We break down what the reports…
Charter Closes Cox and Liberty Broadband Deals, Reshaping US Cable Broadband
Charter’s completed Cox Communications and Liberty Broadband transactions consolidate US cable broadband under the Spectrum brand across 45 states. We break down the deal structure, Cox Enterprises’ 26%…
Kasm and Everfox Partner on Cross-Domain Workspace Access for Defense
Kasm Technologies and Everfox have partnered to deliver secure cross-domain workspace access for government and defense across classification levels. The joint solution pairs containerized, ephemeral desktops with a…
Corero Adds AI Cloud-Assist to SmartWall ONE as DDoS Attacks Go Automated
Corero Network Security’s AI-Augmented Cloud-Assist adds cloud-scale AI analysis and human oversight to SmartWall ONE DDoS protection. We examine what the launch actually promises, which claims are substantiated,…
Skanska Signs $1.2B Deal to Build Four Data Centers in the Southeast US
Skanska has signed a $1.2 billion contract to build four data centers totaling 808,000 sq ft in the southeast US for an existing client. Construction runs from Q3…