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.
AEP Weighs PJM and SPP Exit Over Interconnection Delays
AEP is weighing an exit from PJM and SPP over slow generation interconnection, a rare escalation by a utility facing AI-era load growth. We analyze what leaving an…
US Data Center Power Demand Is Testing Utility and Hyperscaler Climate Targets
US data center power demand is surging, and S&P Global reports it is now testing utility and hyperscaler sustainability targets. We examine why AI-driven load growth strains clean-energy…
Wisconsin PSC Approves Alliant-Meta Power Deal, Criticizes ‘Black Box’ Terms
Wisconsin’s PSC approved Alliant Energy’s power deal to serve Meta’s planned data center, while commissioners criticized its confidential ‘black box’ terms. We examine what the approval means for…
Dragos Warns Frontier AI Models Were Used in a Critical Infrastructure Cyber-Attack
Dragos warns that attackers used OpenAI and Anthropic large language models in a cyber-attack on critical infrastructure, marking an escalation in AI-enabled threats. We examine what the warning…
North Carolina Bill Would Make Hyperscalers Pay Their Grid Costs
North Carolina lawmakers have proposed an AI infrastructure bill that would require hyperscale data centers to cover the grid costs they create. It joins Oregon’s POWER Act and…
Denmark’s Grid Meets Its Data Center Reckoning
Denmark’s power grid is straining under surging data center demand, forcing a reckoning over how much AI and cloud growth the country can absorb. The case highlights a…
Johnson Controls Publishes Second AI Factory Cooling Reference Design Guide
Johnson Controls has released its second data center reference design guide for industrial-scale AI factory cooling, extending its push to standardize liquid-cooling buildouts. We examine what reference designs…
NVIDIA and Corning Partner to Onshore Fiber Optics for AI Infrastructure
NVIDIA and Corning have announced a long-term partnership to expand US manufacturing of optical fiber and connectivity products for AI infrastructure. The deal ties the AI computing leader…
Riot Platforms and Terrestrial Energy Team Up on Nuclear-Powered Data Centers
Riot Platforms and Terrestrial Energy will collaborate on nuclear-powered large-scale data centers, pairing molten salt reactors with AI-scale compute demand. We examine what the deal covers, why Bitcoin…