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.
Wärtsilä Lands New U.S. Engine Order to Power AI Data Center Growth
Wärtsilä has won a new U.S. order for engine-based power generation aimed at AI data center growth, its latest in a fast-expanding market segment. We examine why fast-deploy…
China’s Hollow-Core Fiber Trial Hits 51.3 Tb/s Over 128 Miles Without Regeneration
China’s hollow-core fiber trial reached 51.3 Tb/s across 128 miles without signal regeneration, a milestone aimed at AI-era bandwidth bottlenecks. We examine what hollow-core fiber is, why AI…
Inside GE Vernova’s Gas Turbine Ramp Powering the AI Data Center Boom
GE Vernova’s heavy-duty gas turbines have become critical hardware for the AI data center boom, as CNBC’s factory-floor look shows. We examine why gas turbines are back in…
DeepSeek Open-Sources DSpark, Claiming Up to 85% Faster LLM Inference
DeepSeek has open-sourced DSpark, a new framework the company says can speed up large language model inference by up to 85%, per a VentureBeat report. We examine what…
Druckenmiller Buys Hut 8, Riot and Bitdeer: Miner-to-AI Bet
Stanley Druckenmiller has disclosed new positions in bitcoin miners Hut 8, Riot Platforms and Bitdeer, three names increasingly repositioning their power-rich sites as AI infrastructure hosts. The move…
Microsoft Claims Water-Positive Data Center Operations: What the Claim Really Covers
Microsoft claims water-positive data center operations, saying it now replenishes more water than its facilities consume. We examine how water-positive accounting works, why basin-level impact matters more than…
Chevron Eyes More Deals to Power US Data Centers, Reuters Reports
Chevron is pursuing additional deals to supply power to US data centers, Reuters reports, signaling that oil majors now treat AI-driven electricity demand as a core growth market.…
AI Data Center Moratorium Act: Ocasio-Cortez Targets the AI Build Boom
The AI Data Center Moratorium Act, introduced by Rep. Ocasio-Cortez, would pause new AI data center construction nationwide. We examine what the bill signals for developers, utilities, and…
NIST’s 3 Water Blueprints Show AI Cooling’s Cyber Risk Starts at Utility Remote Access
NIST SP 1800-45 names secure remote access the immediate cybersecurity priority for US water and wastewater utilities and sets out three reference designs. For data centers that cool…