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.
GE Vernova’s Medium-Voltage UPS Targets the AI Data Center Power-Density Wall
GE Vernova has introduced a medium-voltage UPS aimed at AI data centers and energy-intensive industries, a bid to scale backup power beyond low voltage. We examine why 100MW-class…
Kentucky Approves 482 MW Power Deal for TeraWulf’s Justified AI Campus
Kentucky regulators approved a 482 MW power agreement for TeraWulf’s Justified data center campus, a milestone showing grid power now gates AI buildouts. We break down what the…
Digital Realty Wins 50 MW on Jurong Island as Singapore Reopens DC Capacity
Digital Realty has been selected to develop 50 megawatts of new AI-ready data center capacity on Jurong Island, Singapore. We analyze why a mid-sized award matters so much…
SealingTech Wins $750M USCYBERCOM Award for Joint Cyber Hunt Kit Full-Rate Production
USCYBERCOM awarded SealingTech, a Parsons company, a five-year, $750 million ceiling contract for full-rate production of the Joint Cyber Hunt Kit (JCHK). We examine what the sole-source award…
IsoEnergy’s Métis Exploration Agreement and the Uranium Chain Behind AI Power
IsoEnergy signed an exploration agreement with Kineepik Métis Local, formalizing Indigenous engagement in its Saskatchewan uranium exploration near Pinehouse. We examine what the agreement covers, what it omits,…
NAPCO Fiscal 2026 Results: Record Revenue, $103M Recurring Run Rate
NAPCO Security Technologies posted record fiscal 2026 revenue of $202.3 million, up 11.4%, led by 13% growth in high-margin recurring service revenue. We break down what tariff refunds,…
Corinex Grid Intelligence Node Targets the Low-Voltage Grid’s Observability Gap
Corinex’s Grid Intelligence Node brings near-real-time measurement and event detection to low-voltage feeders, targeting the observability gap utilities face. We examine the specs, the broadband-powerline economics, the digital-twin…
Skanska Wins CZK 2.1 Billion Contract to Build Data Center Near Prague
Skanska has signed a CZK 2.1 billion (about SEK 930M) contract with CRA Prague Gateway DC to build a data center on the outskirts of Prague, Czechia. Work…
IBM’s Dual-Architecture Processor Brings Arm-Native Apps to the Mainframe
IBM’s dual-architecture processor will let future IBM Z and LinuxONE systems run Arm-native applications alongside z/OS, IBM announced at Hot Chips 2026. We break down the 2nm, 11-core…