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.
IBM’s $240M Together AI Deal Treats AI Inference Like Reserved Capacity
IBM and Together AI have signed a $240 million deal for an Nvidia-powered AI inference cluster on IBM Cloud, Reuters reported. The multi-year contract shows open-model inference being…
Gartner’s $23.3B Inference Forecast Shows AI Cloud Demand Turning Always-On
Gartner forecasts AI-optimized IaaS spending will grow 96% to $42.3 billion in 2026, with inference ($23.3B) overtaking training ($19B). Because inference runs continuously rather than in bursts, rented…
As CISA Faces a 30% Cut, California Makes AI Cyber Defense of Utilities a State Job
Governor Gavin Newsom announced an AI Cyber Defense Program on August 10, 2026 to protect California’s critical infrastructure, from water to power. It moves utility cyber defense toward…
BCE’s $1.3B AI Capex Jump Shows Sovereign AI Is Paid For With Telecom Cash Flow
BCE expects 2026 capital spending to rise $1.3 billion, driven mainly by Bell AI Fabric’s 300 MW Saskatchewan data center. Q2 shows who pays: operating cash flow rose…
Trump-Abbott Split Over a 474 GW Queue Shows AI Power Now Hinges on Disclosure
Trump called Texas Governor Greg Abbott’s pause on data center grid connections a mistake. The pause ties grid access to reporting power and water use, which Abbott’s office…
Amazon’s 33M-Ton Gas Permit Shows AI’s Private Power Leaves No Grid Mix to Dilute Carbon
Amazon’s 7.65 GW, 35-turbine gas plant for a Texas AI data center is permitted to emit 33 million tons of CO2 a year, more than any other US…
Nvidia’s 16 Zayo Routes Show New AI Fiber Gets Built Around an Anchor Tenant
Zayo confirmed Nvidia as anchor tenant for 16 new long-haul fiber routes in US AI corridors, finishing between 2027 and 2030. With Lumen calling greenfield route economics poor,…
OpenAI’s Astra Pause: A 2023 Framework Now Ties AI Launch Timing to Secure Test Labs
OpenAI is slowing development and release of its Astra model after internal tests could not rule out “critical” cyber capabilities. Under its 2023 Preparedness Framework, Astra’s launch now…
Anthropic Joins 5 Custom-Chip Builders: Nvidia’s Exposure Is Inference, Not Training
Anthropic is building an in-house team to co-design custom AI inference chips, with Samsung reportedly in talks to manufacture them. The move puts it alongside Google, Amazon, Meta,…