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.
GPUs as Collateral: Inside the $2.4B IREN Debt Deal
Blue Owl and PIMCO have structured a $2.4 billion GPU-backed financing facility for IREN, while Core Scientific secured $600 million in new credit lines. Here is how GPU…
Surplus Interconnection: 800 GW Waiting on Existing Grid Ties
Surplus interconnection could plug roughly 800 GW of new generation into grid connections that already exist at US thermal plants, GridLab and UC Berkeley research says. It is…
Nvidia Reportedly Pauses Some Cloud Revenue-Sharing Deals
Nvidia has reportedly paused portions of a program that shared cloud revenue with GPU-hosting partners, per a Data Center Dynamics report. The move raises questions about how the…
PG&E Credits Data Center Growth for 11% Electric Rate Cut
PG&E has cut electric rates four times since 2024, an 11% reduction the utility credits partly to data center and other large-load growth spreading fixed costs across more…
Huawei Named a Gartner Storage Leader: What It Signals
Huawei was named a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms, the only vendor outside North America to place there. We examine what the placement…
Laminated Busbar Market Nears $2.13B as Power Density Rises
The laminated busbar market is forecast to grow from $1.13 billion in 2026 to $2.13 billion by 2035, a 7.3% CAGR, according to MarketsandMarkets. We examine what rising…
1,200-Mile Midwest Fiber Corridor Rides Old Rock Island Rail Lines
A 1,200-mile Midwest fiber corridor will link Chicago, Omaha, Minneapolis and Kansas City under a new Midwest Fiber Networks–Fiberpath agreement. Construction is anticipated to begin in Spring 2027,…
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…