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.
PJM Moves to Manage Data Center Demand: A Turning Point for AI Power
PJM, America’s largest grid operator, is moving to actively manage data center demand, a structural shift in how AI’s power appetite gets planned. Here is what a demand-managed…
Realty Income’s $6B Hyperscale JV Puts Net-Lease Capital Behind the AI Buildout
Realty Income has formed a hyperscale data center joint venture with Cloud Capital and a global institutional investor, seeded with assets valued at over $6 billion. We examine…
Etched Exits Stealth Mode With $800M and Working Silicon for AI Inference
Etched has emerged with $800M in funding and working inference silicon, challenging GPU economics for AI workloads. We examine what the transformer-specialized chip bet means for data centers,…
DOE Emergency Order for PJM Ahead of Heatwave Signals a Grid Under Strain
The US Department of Energy issued an emergency order for PJM Interconnection ahead of a looming heatwave, easing limits to keep power flowing. We examine what crisis-mode grid…
A $250M Utility Cyber Bill Shows Where AI’s Power Security Is Thinnest
The House passed the Rural and Municipal Utility Cybersecurity Act, authorizing $250 million over five years for small-utility cyber defense grants. The sum is a ceiling that still…
PJM Cleared to Shift Data Centers to Backup Power in Heat Wave
PJM Interconnection has been cleared to push data centers onto on-site backup power during a heat wave, a first-of-its-kind grid maneuver that could reshape how hyperscale AI campuses…
Hackers Breached DHS Information-Sharing Network, Reports Say
Hackers breached a Department of Homeland Security information-sharing network used to coordinate cyber threat data with industry and other agencies, people familiar with the matter told Nextgov/FCW. The…
Aquifer ‘Thermal Batteries’ Could Cut AI Data Center Cooling Energy and Water Use
Aquifer thermal batteries could cut AI data center cooling demand and save water, new research suggests. We examine how underground thermal energy storage works, why cooling is a…
Brookfield, Bloom Energy Expand AI Power Partnership to $25 Billion
Brookfield and Bloom Energy expand their AI infrastructure partnership fivefold to $25 billion, financing rapid fuel-cell power for AI data centers. We break down what the June 2026…