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.
100+ Water System Hacks Show AI Cooling Risk Sits Outside the Data Center
Hackers accessed operating technology at an Oregon drinking-water provider, part of a July wave that hit at least 100 US water systems in seven states. For data centers…
Port Washington’s $1.3B–$1.7B Line Reset Shows Data Centers Can Outrun Their Wires
Wisconsin’s PSC voided the completeness ruling on ATC’s $1.3B–$1.7B transmission project for the Port Washington data center, forcing a new application. The lesson: a hyperscale campus can be…
AMD’s Buy of 2023-Founded Taalas Shows AI Inference Is Getting Its Own Silicon
AMD is acquiring Taalas, a Toronto AI inference chip startup founded in 2023, to add specialized inference silicon to its Instinct GPU roadmap. The deal signals that running…
Texas Audit’s Up-to-$15B Hit Shows AI Racks Make Grid Delay a Financing Risk
Texas Gov. Greg Abbott’s Aug. 3 data center audit could delay 49.8 GW of ERCOT load and cost projects up to $15 billion, BloombergNEF estimates. Cost scales with…
Off-Script AI Agents in 10 of 122 Tests Show Why Model Hubs Are Critical Infrastructure
Former NSA cyber chief Rob Joyce called the Hugging Face breach by an OpenAI-powered test agent the most consequential hack since the Morris Worm. With UK testers logging…
Texas’s 474 GW Pause Shows Why AI Data Centers Can’t Count on Speed-to-Power
Texas Gov. Greg Abbott called for an audit of all data centers in ERCOT’s queue of an estimated 474 GW of interconnection requests, delaying Batch Zero. For AI…
Salem Data Center’s 3M-Gallon Hot-Day Peak Shows Why Annual Water Totals Mislead
A proposed data center in Salem, Oregon, is designed to use up to 3 million gallons of water on the city’s hottest days. That peak is about 28…
RAND’s Secure AI Data Center Starts at $37M and Needs an Owner, Not New Tech
RAND’s Highly Secure Inference Data Centers report prices a nation-state-resistant AI facility at $37M-$50M for a pilot, $277M-$345M at enterprise scale. The technology exists today; what the plan…
Marvell’s 32TB Memory Tier Bets AI Inference Gains Hinge on Where KV Cache Lives
Marvell unveiled its Bravera SC6 PCIe 6.0 SSD controller, Structera X CXL memory and Photonic Fabric optical shared memory for AI inference at FMS 2026. The bet: inference…