AI infrastructure, cybersecurity, power and cooling — the announcements that matter, with the analysis and the unanswered questions the press releases leave out.

Corning’s reported Amazon supply deal and Nvidia tie-up signal that optical fiber is becoming a constrained layer of the AI infrastructure build-out. We assess what the July 2026…

CISA reportedly built its incident-response playbook during a live cyber incident, an admission that raises questions about national cyber readiness. We analyze what is known, what remains unverified,…

Brookings argues that voluntary pledges to shield electricity ratepayers from AI data center costs will not hold without enforcement mechanisms. The think tank calls for binding rules as…

Goldman Sachs says AI investment is shifting from model training toward inference and enterprise adoption, a capex signal with direct consequences for data center design, power sourcing, and…

Texas has approved grid ride-through standards designed to keep large data centers online during disturbances, per E&E News reporting. The move makes ERCOT the first grid to formally…

Georgia regulators opened an investigation into how data centers and other large Georgia Power customers pay for fuel, with hearings set for September. The probe tests whether Real-Time…

CNBC has ranked the 10 U.S. states best positioned to attract AI data center investment even as public opposition mounts. We unpack what such a ranking typically measures…