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.
Amazon’s 2.4M Sq Ft Calvert Cliffs Exit Shows a Nuclear Plant Can’t Shortcut Zoning
Amazon Web Services withdrew its 2.4 million-square-foot data center plan at Maryland’s Calvert Cliffs nuclear plant on August 4, 2026. Siting beside the state’s largest clean power source…
Cerberus-Yondr’s 72 MW Manassas Deal Shows NoVA AI Sites Now Sell on Power Dates
Cerberus Capital Management and Yondr Group bought a 40-acre Manassas, Virginia site for a 72 MW hyperscale data center campus due to open in 2029. The pitch rests…
Minnesota’s 30+ Water Systems Show Why a CISA OT Mandate Alone Won’t Protect Utilities
The OT Cybersecurity Coalition urged CISA to issue a binding OT security directive after cyberattacks hit water utilities in at least seven US states. But the mandate would…
NVIDIA’s Reported $50B Lease Is Really a $19.6B Bet on Powered AI Capacity
NVIDIA is reportedly the tenant behind Hut 8’s $50.2 billion Beacon Point AI campus leases in Texas, of which $19.6 billion is firm over 15 years. The firm…
$520M Triple-A Data Center ABS Shows AI-Era Capital Rewards Leased, Finished Sites
Cloud Capital sold $520 million of AAA-rated data center asset-backed securities backed by one leased 80 MW hyperscale facility in Northern Virginia. Triple-A from three agencies shows AI-era…
At $130-145bn Capex, Meta’s AI Data Centers Start to Look Like a Cloud Business
Meta raised its 2026 capital expenditure guidance to $130bn-$145bn as AI data center costs climb, while quarterly free cash flow fell to $784 million. With Mark Zuckerberg citing…
Hyperscale Data’s 20 MW AI Contract Still Needs Bitcoin to Get Built
Hyperscale Data (NYSE American: GPUS) sold about 100 bitcoin and opened a bitcoin-backed credit line to fund its Michigan AI data center campus. The move shows that a…
Texas’s 260 MW Wind Ruling Shows AI Co-Location Is a Grid Deal, Not an Exit
Texas regulators approved Crusoe’s 260 MW AI data center beside a wind farm, but it must cut its full load within 30 minutes in grid emergencies. The ruling…
Minnesota’s 30-Plus Water System Attack Shows Data Center Cooling Risk Starts Upstream
The FBI is probing a coordinated cyberattack on more than 30 Minnesota community water systems that briefly took one city’s water plant offline. For data centers that cool…