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.
Commonwealth Fusion Files First-Ever Fusion Application to PJM Grid
Commonwealth Fusion Systems is the first fusion company to apply for interconnection to PJM, the largest U.S. wholesale electricity market. We examine what the milestone signals for data-center…
€50 Billion AI Data Center Campus Announced for Croatia: What We Know So Far
A €50 billion AI data center and innovation campus announced for Croatia would rank among the largest private U.S. investments in Europe. We examine what the announcement contains,…
The ‘Memory Tax’: Dell’Oro Flags HBM and DRAM Costs in AI Infrastructure
Dell’Oro Group warns of a growing ‘memory tax’ on AI infrastructure as HBM and DRAM costs climb into a major line item in accelerator and server economics. We…
Federal Advisory Warns of Active Cyberattacks on Industrial Control Systems
A federal advisory warns of active cyberattacks on programmable logic controllers — the industrial computers that run power, water and cooling systems. We break down what the April…
Grid Physics, Not Capital, Is Becoming the Data Center Pipeline’s Real Bottleneck
Grid interconnection and transmission limits are emerging as the binding constraint on the AI data center buildout, Latitude Media reports. We examine why the physics of power delivery…
Vertiv Acquires Strategic Thermal Labs as AI Racks Outgrow Air Cooling
Vertiv’s acquisition of liquid cooling specialist Strategic Thermal Labs signals accelerating consolidation as AI rack densities outrun air cooling. We examine the market context behind the deal, what…
Kevin O’Leary’s 9GW Utah Data Center Campus Wins Approval
Kevin O’Leary’s 9-gigawatt AI data center campus in Utah has won approval — a single site sized to draw more than twice the power the entire state uses.…
Anthropic Eyes European AI Data Centers and Recruits a Key Dealmaker
Anthropic’s European AI data center push and its search for a key dealmaker signal that frontier AI labs are becoming direct infrastructure buyers. We examine what the CNBC…
CISA Warning: Active Cyber Threat Targets Critical Infrastructure PLCs
CISA has warned of an active cyber threat targeting programmable logic controllers in US critical infrastructure, according to an April 2026 news report. We examine what is substantiated,…