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.
OpenAI’s 8 GW Ohio Campus: Legacy Grid Covers 800 MW, New Power Plants Gate the Rest
OpenAI has agreed to take about 8 gigawatts of AI data center capacity at the PORTS-Pike campus in Pike County, Ohio, with SB Energy, NVIDIA and the DOE.…
Quantum-GUARD’s One-Year Deadlines Put Grid Encryption on AI’s Power Risk List
The bipartisan Quantum-GUARD Act from Sens. Coons and Rounds would push the electric grid toward post-quantum cryptography. Its one-year DOE deadlines make utility encryption a long-lead power risk…
Nvidia’s 4.25-GW Ohio Guarantee Puts Chipmaker Credit Behind AI Land and Power
Nvidia will provide credit support for SB Energy’s PORTS-Pike AI campus in Ohio, with OpenAI leasing 8 IT-GW for 20 years. The chipmaker’s balance sheet now backs the…
Synergy: Neocloud Revenues Growing 200%+ a Year, Headed for $180B by 2030
Synergy Research Group reports neocloud revenues growing over 200% per year, on track to reach $180 billion by 2030 as GPU cloud demand accelerates. We examine what the…
Iloilo’s Stalled 50 MW AI Campus Shows Community Consent Is a Siting Input
Norway Green Energy’s 50 MW AI data center plan for Oton, Iloilo stalled after its proponent walked out of an August 14 public consultation. Residents opposed the 10-hectare…
Hack-Back Memo Puts State Hackers Out of Scope, Despite Attacks on 45 Water Systems
The White House authorized vetted private firms to run offensive ‘hack-back’ cyber operations against foreign cybercrime groups. Its target rules exclude state-directed hackers, so utilities facing suspected Iranian…
One Script, 15+ Government Tenants: Why Shared Hosting Multiplies Espionage Risk
Symantec exposed Jewelbug, a China-based hack-for-hire group spying on Asian and Middle Eastern governments and telecoms while running crypto fraud. One breach of a telecom-run shared hosting platform…
Namecheap’s 15-Hour Outage Shows Why Denser AI Halls Can’t Rely on One Chiller Plant
Namecheap’s hosting, DNS and email went down for about 15 hours after a storm-driven cooling failure at its Phoenix data center. The recovery timeline shows why hotter-running AI…
Upper Merion’s 4.6M sq ft Denial Shows Why Self-Powered AI Campuses Still Need Town Hall
Upper Merion Township’s supervisors denied a five-building, 4.6 million-square-foot hyperscale data center campus near King of Prussia on August 13. Its on-site gas turbines, meant to spare the…