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.
New Jersey Sends Data Center Tariff Bill to the Governor’s Desk
New Jersey lawmakers have sent a data center tariff bill to the governor, moving to make large data centers pay the grid costs their demand creates. We examine…
NVIDIA Opens Its AI Factory Playbook to Partners in Scale-Out Compute Push
NVIDIA’s AI infrastructure announcement invites partners to power the AI buildout at scale, extending its AI factory model beyond its own walls. We break down what the July…
Tata’s $152M Subsea Plan Puts India-Singapore Cable Routes Inside AI Capacity Planning
Tata Communications will invest $152 million in subsea cable systems to boost an India-Singapore AI corridor. The plan treats the sea route between two data center markets as…
Survey: Most Security Workers Pressured to Hide Breaches
A Cybersecurity Dive report says most security workers have been told to conceal a breach, raising urgent governance and disclosure concerns. For boards, auditors, and enterprise buyers, the…
OpenAI Reportedly Halves Inference Costs: Why the Math Matters
OpenAI has reportedly found a way to cut inference costs in half, according to The Information — a step-change that could reshape data-center economics. We assess what the…
National Grid’s $1.75B Joulent Deal: When Interconnect Delays Force Utilities to Buy
National Grid’s reported $1.75 billion Joulent deal shows AI-era interconnection delays pushing utilities to buy their way to grid capacity. We examine the strategic logic, the unanswered questions…
DHS Investigates Breach of Its Own Cyber Threat Information-Sharing Network
DHS is investigating a cyber breach of a federal information-sharing network used to exchange threat intelligence. We examine what has been confirmed, why these networks sit at the…
$1.3M in Cargo Thefts Shows AI Data Center Security Starts Far From the Gate
Cargo thieves stole about $1.3 million in AI data center supplies, and two trailers were recovered near Chicago after thefts in Alabama and Florida. The case shows the…
PJM Moves to Manage Data Center Demand: A Turning Point for AI Power
PJM, America’s largest grid operator, is moving to actively manage data center demand, a structural shift in how AI’s power appetite gets planned. Here is what a demand-managed…