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.
NERC Warns Data-Center Load Growth Poses Rising Risks to US Grid Reliability
NERC, the body that sets US grid reliability standards, warns that surging data-center electricity demand risks overtaxing the power system. We examine what the alert covers, why the…
Grid Emergency Order Puts Data Center Power Procurement in Play
Trump declared a grid national emergency and moved to block some foreign-made equipment from the U.S. power grid. Here is what a transformer and inverter supply-chain lockdown could…
CrowdStrike CTO Reportedly Departing to Launch an AI-Cyber Fund
CrowdStrike’s CTO is leaving to launch an AI-cybersecurity investment fund, Axios reports — a signal of where security capital is heading. We examine what the report substantiates, why…
Zayo Closes $4.25B Crown Castle Fiber Deal, Redrawing the US Long-Haul Map
Zayo has closed its $4.25 billion acquisition of Crown Castle’s fiber business, one of the largest US connectivity deals in years. The purchase folds a metro-dense fiber footprint…
Salt Typhoon Breach of IBM Subsidiary in Italy Puts Europe’s Enterprise Core on Notice
Salt Typhoon, the China-linked group behind major U.S. telecom intrusions, has reportedly breached an IBM subsidiary in Italy, per Security Affairs. We examine what the report does and…
Google Pre-Sells Gigawatt-Scale AI Capacity to Anthropic: What It Signals
Google’s deal with Anthropic pre-sells gigawatt-scale AI data-center capacity before much of it is built, reshaping how the industry finances growth. We break down what pre-sold capacity means…
Fort Bliss Data Center Could Outdraw All of El Paso
A proposed Fort Bliss data center could draw more power than all of El Paso, El Paso Matters reports, putting a city-scale load on one Army post. We…
Goldman Sachs Maps the Trillion-Dollar Assumptions Behind the AI Build-Out
Goldman Sachs’ ‘Tracking Trillions’ research examines the capex, power, and chip-demand assumptions behind the AI data-center build-out. We analyze what the framing reveals about the boom’s economics —…
Cooling Struggles to Keep Pace With AI Power Density in Data Centers
Data center cooling is struggling to keep pace with AI power density, as GPU-driven rack loads outstrip the thermal designs of existing facilities. We examine why thermal management…