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.
Broadcom’s Up-to-$42B Anthropic Loan Puts AI Compute Credit Risk on a Chipmaker
Broadcom is set to lend Anthropic up to $42 billion to lease Broadcom’s own AI chips, according to a filing. The deal makes the chip vendor its customer’s…
Only 190 of Amazon’s 690 Nuclear MW Are New. The Bigger AI Stake Is a 2034 License.
Constellation Energy signed a 20-year deal to sell Amazon 690 MW from Maryland’s Calvert Cliffs nuclear plant, including a 190 MW uprate due 2030–2032. The term outlasts both…
AI Data Center Water Risk Runs Through 50,000 Utilities’ Cyber Defenses
Cyware has partnered with WaterISAC to give US water and wastewater utilities an AI-powered threat intelligence platform for sharing cyber threat data. For data centers relying on local…
A 100 MW Space-Solar PPA for AI Is Signed. Its Bankability Hinges on a 2027 Demo.
Virtus Solis and Brae Systems signed a 20-year space solar PPA for 100 MW, expandable to 250 MW, to power Brae’s subsea AI data centers. Power will land…
Talen’s $1,208M in PJM Capacity Revenue: AI Forecasts Pay Before Servers Arrive
Talen Energy has secured $1,208 million in PJM capacity revenues, the payments generators earn for being available to the grid. Because capacity prices are set on forecast demand…
SanDisk and Kioxia’s $31B Through 2032 Puts AI Storage Supply on a Fab Clock
SanDisk and Kioxia plan a $31 billion expansion of their Japan memory manufacturing through 2032. A timeline that long means new flash storage for AI data centers will…
Bitdeer’s $1.7B Malaysia Offtake Shows AI Cloud Earns ~9x Colocation per Megawatt
Bitdeer AI has contracted more than 70% of its 21.7MW A201 data center in Malaysia for over $1.7 billion in expected five-year revenue. That is roughly $22 million…
VIAVI’s 100G Tester Makes Post-Quantum Overhead on AI Traffic a Pre-Launch Number
VIAVI launched the CyberFlood CF50, a 1U 100G tester with native post-quantum TLS support and AI inference testing. Labs can now measure what quantum-safe encryption costs AI traffic…
Castrol CORE’s 150-Country Network Recasts AI Coolant as a Lifecycle Service
Castrol has launched Castrol CORE, an integrated data center thermal management offer bundling cooling fluids, testing, design and lifecycle services. Backed by a service network in more than…