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.
Louisiana’s $1.8B Plant Fight Shows Who Really Decides AI Data Center Power Costs
Louisiana Gov. Jeff Landry signed an executive order tying the state’s data center sales tax exemption to electricity costs borne by household ratepayers. Yet the $1.8 billion Cottonwood…
AI Giants Warn of Cybersecurity ‘Apocalypse’ Within Months
AI industry leaders warn a cybersecurity ‘apocalypse’ driven by AI-accelerated attacks could arrive within months, according to WIRED. The claim demands scrutiny: it is a striking alarm from…
Rising Heat and Humidity Are Shrinking the Free-Cooling Window for Data Centers
Rising heat and humidity are eroding free cooling, the practice of using outside air to cool data centers, new research reported by Phys.org warns. As climates warm, operators…
Rystad: Data-Center Fuel Cell Investment to Grow Tenfold to $30B by 2030
Rystad Energy forecasts data-center fuel cell investment will grow tenfold to $30 billion by 2030 as operators turn to on-site power amid long grid queues. We break down…
Pennsylvania’s $517M Tax-Break Vote Moves AI Data Center Leverage to Local Zoning
The Pennsylvania House passed a 180-day local data center pause and Gov. Shapiro’s GRID Standards, then voted to repeal the data center sales tax break. Without that $517M-a-year…
Five Eyes Warn: AI Is Reshaping Cyber Risk, Act Now
Five Eyes cybersecurity agencies have issued a joint statement urging organizational leaders to act now on AI-related shifts in cyber risk. The intelligence alliance frames AI as both…
FERC Aims to Cut Data Center Grid Queues and Electricity Bills: What It Means
FERC’s push to cut data center interconnection queues could decide how fast AI data centers get power and who pays for the grid that delivers it. We examine…
Why Liquid Cooling Is Non-Negotiable for High-Density AI Factories
Liquid cooling has moved from niche option to baseline requirement as AI factories push rack densities far beyond what air-cooled cloud halls were built to handle. We examine…
Hyperscale Data’s $1.2B, 20-Year AI Data Center Services Deal, Explained
Hyperscale Data signed a $1.2 billion, 20-year AI data center services agreement, a deal that shows neocloud demand anchoring long-term campus buildouts. We examine the economics of ultra-long…