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.
AI Inference Is Pulling Data Center Demand Back Into Metro Markets
AI inference is shifting data center demand from remote hyperscale campuses back to metro facilities as latency and user proximity redraw the map. We examine the economics driving…
AI Workloads Shift Data Center Focus From Uptime to Resilience
AI infrastructure is reframing how operators think about data center risk, pushing the industry past traditional uptime metrics toward broader resilience. The shift touches power, cooling, network, and…
Modal Labs Raises $355M, Betting Serverless GPU Compute Is AI’s Next Layer
Modal Labs raised $355 million to expand its serverless AI infrastructure platform, a sign investors see GPU orchestration as the AI stack’s next layer. We examine the economics…
Google Pairs $15B Missouri Data Center Push With Ratepayer Protections
Google’s $15 billion Missouri data center expansion pairs hyperscale buildout with explicit power commitments and ratepayer protections. We examine what the pledge covers, why regulators now expect such…
Grafana’s GitHub Breach Shows How One npm Compromise Cascades Downstream
Grafana Labs traced a breach of its GitHub environment to the TanStack npm supply chain attack, showing how one compromised package can cascade downstream. We examine what the…
Nvidia Revenue Jumps 85% as AI Infrastructure Demand Strains the Compute Supply Chain
Nvidia revenue jumped 85% on AI infrastructure demand, a growth rate that shows how hard enterprise AI is pulling on the entire compute supply chain. We examine what…
Ropes & Gray Maps 2026 Data-Center Capital Flows
Ropes & Gray’s 2026 outlook frames data-center investment around three forces: AI-driven demand, tightening power constraints, and private-equity capital flows chasing hyperscale build-outs. We unpack what the law…
China’s Quiet Role in the US AI Data Center Buildout
Axios reports China is quietly powering America’s data-center boom through components and supply-chain dependencies, raising fresh geopolitical risk for AI infrastructure. The claim, if accurate, complicates a buildout…
GAO Warns U.S. Water Systems Remain Vulnerable to Cyberattack
GAO warns that U.S. water systems are vulnerable to cyberattack, pointing to gaps in EPA oversight of the sector. We examine why water utilities are a soft target,…