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.
Eight US Communications Giants Form C2 ISAC for Sector-Wide Cyber Defense
C2 ISAC launches as eight leading US communications firms, including Comcast, form a new threat-sharing body for network cyber defense. We look at why telecom threat intelligence collaboration…
AI Data Center Boom Hits a New Wall: Power Equipment and Grid Workers
Reuters reports the AI data center rush is worsening shortages of power equipment and skilled grid workers, shifting the bottleneck beyond megawatts. We examine what the reporting establishes,…
Meta’s $200 Billion Louisiana Data Center: AI Scale Meets a Rural Grid
Meta’s $200 billion data center commitment in rural Louisiana is the largest single-site AI infrastructure investment reported to date. We examine what a build of this scale means…
Phantom Data Centers Expose a Grid Interconnection Queue Already in Crisis
Phantom data center load requests are distorting U.S. grid planning by filling interconnection queues with speculative megawatts that may never be built. A POWER Magazine analysis argues these…
GridCare Raises $64M to Unlock Stranded Grid Capacity for AI Data Centers
GridCare raised $64 million to help AI data centers tap stranded grid capacity instead of waiting years in interconnection queues, per a May 2026 report. We break down…
Nitrogen Ransomware Hits Foxconn: AI Server Supply Chain in the Crosshairs
Nitrogen ransomware has claimed an attack on Foxconn, the world’s largest electronics contract manufacturer and a linchpin of the AI server supply chain. We examine what is confirmed,…
IREN Closes $3 Billion Convertible Notes Offering to Fund AI Infrastructure Buildout
IREN closed a $3 billion convertible notes offering, one of the largest capital raises by a bitcoin miner pivoting to AI infrastructure. We examine what the raise signals…
Data Centers Drive a 76% Surge in PJM Capacity Prices: AI Load Meets the Grid
PJM capacity prices surged 76%, with data centers the cited driver — the clearest price signal yet of AI power demand stressing the largest US grid. We break…
Alaska’s North Slope Data Center: A Power-First Siting Test
A proposed data center on Alaska’s North Slope would put AI compute next to stranded natural gas, far from any grid. Here is what that proposal tests about…