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.
US and Allies Warn China Hides State Cyberattacks Behind ‘Covert Network’ Botnets
US and allied agencies warn that China-linked hackers are masking state cyberattacks behind ‘covert network’ botnets built from compromised devices. We examine what the joint advisory signals, why…
Microsoft’s A$25 Billion Bet on Australian AI Infrastructure, Security and Skills
Microsoft commits A$25 billion to Australian AI infrastructure, security and skills — one of the largest sovereign AI buildouts announced to date. We examine what the pledge does…
Meta Confirms Hyperscale Data Center in East Tulsa
Meta has confirmed it will operate a hyperscale data center in east Tulsa, Oklahoma, bringing a major compute campus to the region. We analyze what the confirmation actually…
Public Bitcoin Miners Cut Hashrate 13.4% as AI Revenue Takes Over
Public bitcoin miners cut hashrate 13.4% as AI revenue takes over, per an April 2026 Bitbo report — a signal that fleets like TeraWulf and Riot are repurposing…
MISO Forecasts 35% Load Growth by 2035 as Data Centers Reshape the Grid
MISO expects electricity demand across its footprint to jump 35% by 2035, driven largely by data center growth. Here is what that forecast means for utilities, grid planners,…
CoreWeave and Google Cloud Link Up on AI Training and Inference
CoreWeave and Google Cloud are partnering on AI training and inference capacity, per an April 2026 report — a hyperscaler turning to a specialist GPU cloud. We examine…
Google Unveils New AI Chips for Training and Inference in Latest Challenge to Nvidia
Google unveiled new custom AI chips built for both training and inference, sharpening its long-running silicon challenge to Nvidia. We break down the market context, the economics of…
Trump-Branded Texas AI Megaproject Stalls, CEO Departs
A Trump-branded AI data center megaproject in Texas has stalled and its chief executive has departed, Axios reported on April 20, 2026. The setback is a live test…
Amazon’s Up-to-$25B Anthropic Bet: Capital for Compute
Amazon will invest up to another $25 billion in Anthropic as part of an AI infrastructure deal, tying a hyperscaler’s balance sheet directly to compute capacity. We analyze…