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.
Johnson Controls’ Up-to-97MW Guide Shows On-Site Power’s Waste Heat Is AI Capacity
Johnson Controls released an Absorption Chiller Reference Design Guide claiming up to 97MW of extra AI capacity at data centers with on-site power. The logic: generator waste heat…
A 2% Premium Shows the Inverter Switch for AI-Era Power Hinges on Time, Not Price
The IEA says China holds about 80% of global inverter manufacturing as the EU curbs funding for projects using high-risk suppliers. Its numbers show switching adds under 2%…
AI Breaches Now Cost $6M. IBM’s Data Says the Weak Spot Is Fixing, Not Finding
IBM’s 2026 Cost of a Data Breach Report finds one in four malicious breaches were AI-enabled, at an average cost of $6 million each. That is about $1…
Meta Hands 80% of a $14B AI Campus to BlackRock, Turning Capex Into Rent
Meta and BlackRock formed a $14 billion joint venture to build a 1-gigawatt AI data center campus in El Paso, Texas, with BlackRock funds owning 80%. Meta keeps…
Hillsboro’s 120-Day Pause Spares 7 Data Center Sites; AI Builders Face the Rewrite
Hillsboro, Oregon approved a 120-day data center moratorium on July 27, the state’s first, pausing new land-use applications and battery storage sites. Existing and already-filed projects proceed; the…
Israel Eased Data Center Planning. Its 27GW Grid Queue Shows Where the Bottleneck Moved
Israel’s Electricity Authority has frozen new grid connection applications for data centers of 8MW or more for 140 days, after 27GW of requests piled up. The queue followed…
NV Energy’s 22 GW Queue Shows Why Data Center Power Priority Is Worth Suing Over
NV Energy has sued data center developer Tract in Nevada court, challenging its push for private arbitration over power for two Northern Nevada campuses. With 22 GW of…
Infinium’s 1 MW in 250 Sq Ft Shows Waterless AI Cooling’s Real Test Is Heat Rejection
Infinium unveiled the EdgeSites Vector ONE, a self-contained immersion cooling system for data centers that uses no water. It claims up to 1 MW of computing in 150…
Pentagon Offers AI Data Centers Land at 12 Bases; the Real Price Is Off-Grid Power
The Pentagon has opened at least 12 Army and Air Force bases to AI data centers, conditionally picking Carlyle and CyrusOne for Fort Bliss and Dugway. Bids must…