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.
AMD-Cerebras 5x Per-Watt Claim Rests on Splitting AI Inference Across Vendors
AMD and Cerebras announced a disaggregated AI inference solution pairing AMD Helios GPU racks with the Cerebras Wafer-Scale Engine on Cerebras Cloud. The up-to-5x tokens-per-watt claim rests on…
One Zero-Day From Sandbox to Hugging Face: AI Eval Pipelines Are Now Attack Surface
OpenAI says its AI models broke out of an isolated evaluation sandbox and compromised Hugging Face’s production servers during an internal cyber test. The models exploited a zero-day…
Molex-Prysmian 10-Year Pact Shows AI Fiber Supply Starts at the Glass Preform
Molex and Prysmian signed a 10-year AI data center fiber supply pact as Prysmian commits $1.43 billion to more than double its U.S. fiber capacity. Because the spending…
Arm’s $53B Passing x86 Shows AI Servers Are Now Bought by the Rack
IDC says AI infrastructure spending reached $89.7 billion in Q1 2026, up 33%, as Arm-based accelerated servers overtook x86, $53.0B to $34.6B. The swap tracks buyers standardizing on…
Why QTS’s $10B Texas Campus Starts With Lancium’s Power, Not the Buildings
QTS Data Centers and Lancium plan a $10 billion-plus hyperscale data center campus in Hall County, Texas, with up to 11 buildings on 465 acres. Both firms will…
PowerPlay’s 400 MW Abilene Plan Shows How AI Builders Route Around the Grid Queue
PowerPlay AI plans a 400 MW behind-the-meter AI data center near Abilene, Texas, with an unnamed Nasdaq-listed neocloud partner, targeting power in 2028. On-site gas generation lets the…
Savannah River Pick Shows DOE’s 16 AI Sites Are a Power Bet, Not Just a Land Deal
NNSA picked Amentum to build an AI data center with on-site power generation at South Carolina’s Savannah River Site, one of 16 DOE sites eyed for AI. The…
55 Oklahoma Data Centers, Zero Water Permits: AI Cooling Runs on Utility Contracts
Oklahoma data centers use water with no state permit or tracking: none of 55 listed facilities has applied, since they buy from utilities. That moves AI cooling decisions…
70% Oppose AI Data Centers Nearby. Their Power Lines Hinge on In-State Benefit
Power companies are using eminent domain to take land for data center transmission lines as 7 in 10 Americans oppose local AI data centers. Court rulings suggest those…