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.
Submer’s €1bn Flix Bet: An AI Cooling Firm Sees the Value in Land and Power
Submer plans a €1 billion AI data center at the former Ercros chemical plant in Flix, Catalonia, run by its new Rubix division. The move shows a liquid-cooling…
Project Tango’s 5-1 Denial Shows AI Campuses Can Outgrow Local Zoning Codes
Palm Beach County commissioners voted 5-1 to deny Project Tango, a proposed AI data center campus in Loxahatchee, Florida, citing noise, water and fit. The hearing turned on…
A 6,831 MW Shortfall at PJM’s $325 Cap Shows Data Center Power Is a Build Problem
PJM’s capacity auction for 2028-2029 cleared at the $325-per-megawatt-day price cap and still fell 6,831 megawatts short of its capacity goal. With money no longer the constraint, data…
3M and Microsoft Partner on AI Data Center Materials
3M and Microsoft announced a strategic partnership on July 14, 2026 targeting AI data center infrastructure, with emphasis on materials, thermal management and enterprise transformation. Operational specifics —…
PJM Auction Clears 138,318 MW as Prices Hit Cap Again
PJM’s latest capacity auction procured 138,318 MW of generation resources with clearing prices hitting the administrative cap for the second consecutive year, as data center load growth continues…
New York Enacts First Statewide Hyperscale Data Center Moratorium
New York Governor Kathy Hochul announced what her office calls the first statewide moratorium on new hyperscale data centers, an unprecedented siting pause that could reshape where large…
Crusoe and Lancium Plan 1.0 GW AI Data Center in Childress, Texas
Crusoe and Lancium have announced a 1.0 gigawatt AI data center campus in Childress, Texas, pairing an AI-cloud operator with a controllable-load specialist. The announcement signals continued hyperscale…
Meta’s 5 GW Louisiana AI Campus Comes With Seven Gas Plants. Power Is the Project.
Meta is expanding its Richland Parish, Louisiana AI data center to 5 GW, with investment above $50 billion. The Entergy deal behind it, which funds seven new gas…
US Warns State-Linked Hackers Target Network Gear; NSA Issues Router Hygiene Guidance
US authorities warned on July 13, 2026 that state-linked hackers are actively targeting vulnerable networking devices, and the NSA issued router hygiene guidance in response. The advisory reframes…