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.
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…
US Warns of Active Cyber Threat to Critical Infrastructure: What to Check Now
A federal warning of an active cyber threat targeting US critical infrastructure puts power, grid, and data center operators on alert. We break down what the April 2026…
PJM Moves to Rein In Data Center Demand on the World’s Busiest Grid
PJM Interconnection, the grid operator for the Mid-Atlantic and the world’s largest data center market, is taking steps to rein in surging data center power demand. We examine…
Riot Sells 4,300 BTC to Fund Its AI Data Center Pivot: Megawatts Over Coins
Riot sold 4,300 Bitcoin from its treasury to bankroll its AI data center buildout, signaling that power capacity now outranks coin hoards for major miners. We examine what…