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.
Kronos Data Center Deal Meets the Army’s $2B Microreactor Bet
Nano Nuclear signed an agreement to deploy Kronos microreactors at US data centers, the same week the Army committed $2 billion to microreactors at five bases. We examine…
Systemair’s SEK 60M Finland Order and Air Cooling’s Hybrid Future
Systemair won a SEK 60 million (EUR 5.4 million) order for air-based cooling at a new Finnish data centre, with deliveries starting in early 2027. The deal points…
Kasm and Intel Recast Private AI as a Containment Problem
Kasm Technologies expanded its Intel partnership to run local LLM inference on Xeon 6 with AMX inside isolated browser workspaces, keeping prompts on-prem. The release claims cost parity…
SK Telecom Carves Out AI Data Centers as SK Horizon
SK Telecom will spin off SK Broadband’s data center and subsea cable arms into SK Horizon, backed by KRW 3.08 trillion from KKR and IMM. The carve-out leaves…
AWS and NVIDIA’s 2 Million GPUs: Power Is the New Constraint
AWS and NVIDIA say they will deliver 2 million additional GPUs for agentic and physical AI, and Amazon has tripled its Nvidia chip order. Nvidia’s Q2 beat Wall…
Teragen’s $6M Pre-Seed Bets on Fuel Cells for AI-Era Power
Teragen Energy has raised an oversubscribed $6 million pre-seed round to move its solid oxide fuel cells from prototype to first commercial pilots. BEVC and Energy Capital Ventures…
Shadeform Hires Signal AI’s Bottleneck Shifted From Chips to Power
Shadeform, the GPU cloud marketplace, hired two infrastructure leaders from Fluidstack and RunPod to source colocation, powered land, and compute. The move signals that AI capacity is now…
Microsoft and HUMAIN: Sovereign AI Meets Hyperscaler Reality
Microsoft and HUMAIN announced a long-term AI collaboration to bring Saudi Arabia’s ALLAM Arabic models into Microsoft Foundry and M365 Copilot. The first milestone covers model access and…
Mistral and HUMAIN Partner to Build Sovereign AI in Saudi Arabia
Mistral and HUMAIN announced a strategic sovereign-AI collaboration in Saudi Arabia spanning AI infrastructure, Arabic-language models, and regulated-sector deployment. The partners describe an investment of hundreds of millions…