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.
Schneider’s ‘3x Faster’ Switchgear Bets Data Center Power Can Come Off the Shelf
Equinix is piloting Schneider Electric’s software-defined medium-voltage switchgear in a live colocation data center. The real shift is standardization: power gear bought more like a catalog item than…
Cloud Firewalls Span 0% to 99.95%; AI Agent Traffic Makes the Choice Matter More
CyberRatings.org and NSS Labs’ 2026 cloud network firewall tests found security effectiveness ranging from 0% to 99.95% across nine products. With AI agent traffic set to grow policy…
AMD’s $8.2B World Labs Deal Makes AI Model Research a Chip Design Input
AMD will acquire World Labs, Fei-Fei Li’s spatial-intelligence AI startup, in an all-stock deal worth about $8.2 billion. AMD is paying for model expertise it says will shape…
Noma’s 8-Agent Laptop Coverage Shows AI Security Moving From Apps to Actions
Noma extends AI agent security to employee endpoints, adding discovery, access control and runtime protection for agents and MCP servers on laptops. The launch shows enterprise AI security…
Oracle’s 3.5% Drop: A $664B AI Backlog Is Only as Good as Its Build Dates
Oracle stock fell 3.5% on data center delay concerns as $18 billion of Project Jupiter loans were quoted at 89 to 91 cents on the dollar. The episode…
Hut 8’s $1.07B Revolver Puts Bank Credit, Not Cash, Behind AI Grid Deposits
Hut 8 closed a $1.07 billion four-year senior secured revolving credit facility with 12 lenders on Sept. 28, 2026, adding parent-level liquidity. A letter-of-credit sublimit equal to the…
Riot Clears a $200M Bitcoin Loan Before Its 191 MW AI Lease Tests the Balance Sheet
Riot Platforms repaid its $200 million Coinbase bitcoin-backed credit facility early on Sept. 21, releasing liens on pledged bitcoin. The payoff removes about $12.3 million a year in…
WhiteFiber’s 83 km, 136 Tbps Link Bets Fiber Can Pool AI Power Across Sites
WhiteFiber has made Continuum, its 83 km two-site GPU supercluster, commercially available at a rated 136 Tbps of bandwidth. The design uses dark fiber to pool AI compute…
A 40MW Macao AI Campus Can Be 90% Factory-Built, but the Clock Starts at the Lease
Brightray, majority-owned by BUUU Group, signed a prefab module framework deal for a planned 40MW, five-storey AI data center in Macao due in Q3 2027. The deal carries…