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.
PJM’s Data-Center Timeline Lifts Power Stocks as the Biggest US Grid Braces for AI
PJM, the largest US grid operator, set out a timeline for connecting data centers, and power-company shares jumped on the news. We examine why an interconnection schedule moves…
Goldman Sachs: US Data-Center Power Demand to Double by 2027
Goldman Sachs projects US data-center power demand will double by 2027, the clearest macro signal yet that AI computing growth is now a grid-scale planning problem. We examine…
From Backup to Prime: AI Data Centers Bypass the Grid
AI data centers are turning on-site generation from backup insurance into prime power, bypassing congested grids to get gigawatts online faster. The shift reshapes utility economics, fuel choices,…
Dow’s Liquid Cooling Support Network Signals a Maturing AI Cooling Supply Chain
Dow has launched a liquid cooling support network for data centres, a sign that materials giants are formalizing the AI cooling supply chain. We examine what the move…
Fluence’s Hyperscaler Deals Signal Batteries Are Now Data Center Power Strategy
Fluence Energy has signed energy storage deals with two hyperscale data centers, signaling batteries’ shift from grid asset to data center power strategy. We examine what the deals…
Eight U.S. Carriers Form C2 ISAC: Telecom Closes Ranks on Cyber Defense
C2 ISAC unites eight leading U.S. communications firms, including AT&T, in a dedicated cyber threat-sharing body for the telecom sector. We examine why carriers are pooling defenses now,…
Blackstone’s $5B Google TPU Venture: Capital Moves Beyond GPU-Only AI Builds
Blackstone is investing $5 billion in an AI infrastructure venture with Google built on TPU chips, a sign capital is rotating beyond GPU-only builds. We examine what the…
Iran Suspected in US Fuel Tank Gauge Breach: The OT Soft Edge
Iran-linked actors are suspected of breaching US gas station tank monitoring systems, reports say. The story spotlights automatic tank gauges — cheap, internet-exposed operational technology — as the…
Reported $67B Dominion–NextEra Deal Puts Data Center Alley’s Power in Play
A reported $67B deal between Dominion Energy and NextEra Energy could reshape Northern Virginia’s data center economy, the world’s densest cloud hub. We examine what utility consolidation of…