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.
DOE Orders Data Centers to Backup Power to Free Grid for AC
The U.S. Department of Energy directed data centers to shift to backup generators during a July 2026 heat wave, freeing grid capacity for residential air conditioning. The order…
WSJ: AI Data Centers’ Water Use Far Exceeds What Tech Giants Disclose
AI data center water use far exceeds what tech giants publicly disclose, according to a Wall Street Journal investigation. We break down how data center water accounting works,…
Texas Tops the Nation in Proposed Gas Plants for Data Centers
Texas leads the nation in proposed gas-fired power plants for data centers, according to Texas Tribune reporting from July 2026. The buildout would add large greenhouse gas emissions…
New Jersey Sends Data Center Tariff Bill to the Governor’s Desk
New Jersey lawmakers have sent a data center tariff bill to the governor, moving to make large data centers pay the grid costs their demand creates. We examine…
NVIDIA Opens Its AI Factory Playbook to Partners in Scale-Out Compute Push
NVIDIA’s AI infrastructure announcement invites partners to power the AI buildout at scale, extending its AI factory model beyond its own walls. We break down what the July…
Survey: Most Security Workers Pressured to Hide Breaches
A Cybersecurity Dive report says most security workers have been told to conceal a breach, raising urgent governance and disclosure concerns. For boards, auditors, and enterprise buyers, the…
OpenAI Reportedly Halves Inference Costs: Why the Math Matters
OpenAI has reportedly found a way to cut inference costs in half, according to The Information — a step-change that could reshape data-center economics. We assess what the…
National Grid’s $1.75B Joulent Deal: When Interconnect Delays Force Utilities to Buy
National Grid’s reported $1.75 billion Joulent deal shows AI-era interconnection delays pushing utilities to buy their way to grid capacity. We examine the strategic logic, the unanswered questions…
DHS Investigates Breach of Its Own Cyber Threat Information-Sharing Network
DHS is investigating a cyber breach of a federal information-sharing network used to exchange threat intelligence. We examine what has been confirmed, why these networks sit at the…