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.
Oregon Approves PGE’s 29.7% Data Center Rate Hike Under Landmark POWER Act
Oregon approved a 29.7% electricity rate increase for data centers served by Portland General Electric under the state’s landmark POWER Act. We examine why regulators created a separate…
Amazon’s $25B Bond Sale Shows AI Buildout Reshaping Debt Markets
Amazon’s $25 billion bond sale to fund AI infrastructure signals hyperscale capex has outgrown cash flow and is reshaping corporate debt markets. We examine what the July 2026…
Iran-Linked Cyberattack Forces UK Power Plant Offline: A Wake-Up Call for OT Security
A small UK power plant was shut down after a cyberattack linked to Iran, The Telegraph reports — a rare cyber-physical incident on grid infrastructure. We examine what…
Sysdig Documents First Fully Autonomous AI-Agent Ransomware Attack
Sysdig has documented what it describes as the first fully autonomous AI-agent ransomware attack, a milestone that raises the ceiling on what defenders must prepare for, suggesting attacker…
Anthropic’s $19B TeraWulf Lease Reroutes Miner Into AI Landlord
Anthropic has signed a reported $19 billion data center lease with bitcoin miner TeraWulf, converting crypto-era power and sites into AI training capacity. The deal underscores how hyperscalers…
Texas Bets on 765 kV Lines to Power the Next Wave of AI Data Centers
Texas’s 765 kV transmission build-out bets that extra-high-voltage wires will attract AI data centers to the ERCOT grid ahead of demand. We examine the build-ahead economics, the ratepayer…
Galaxy’s Helios Phase I Delivers 133 MW of AI Capacity to CoreWeave
Galaxy completed Phase I of its Helios data center campus in West Texas, delivering 133 MW of critical IT load to AI cloud provider CoreWeave. The milestone marks…
JadePuffer: What the First Fully LLM-Driven Ransomware Attack Signals
JadePuffer is being described as the first complete LLM-driven ransomware attack, per Dark Reading. We examine what an AI-run extortion campaign changes for defenders, what the report substantiates…
Crusoe’s Reported $30B Valuation Shows AI Investors Now Pay for Power Access
Crusoe is reportedly raising $3 billion at a $30 billion valuation, showing investors paying up for AI data center builders that secure power first. We look at what…