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.
TVA Creates Data Center Rate Class, Approves 2026 IRP Amid AI Load Growth
TVA’s new data center rate class shifts the cost of AI-driven load growth onto large power users, shielding households from subsidizing hyperscale demand. The board approved a 2026…
Broadcom’s Reported $60B–$100B Debt Hunt Signals AI Silicon Is Reshaping Credit Markets
Broadcom is reportedly seeking $60 billion to $100 billion in debt financing to fund a custom AI chip deal, per Bloomberg News. We break down what the reports…
Charter Closes Cox and Liberty Broadband Deals, Reshaping US Cable Broadband
Charter’s completed Cox Communications and Liberty Broadband transactions consolidate US cable broadband under the Spectrum brand across 45 states. We break down the deal structure, Cox Enterprises’ 26%…
Kasm and Everfox Partner on Cross-Domain Workspace Access for Defense
Kasm Technologies and Everfox have partnered to deliver secure cross-domain workspace access for government and defense across classification levels. The joint solution pairs containerized, ephemeral desktops with a…
Corero Adds AI Cloud-Assist to SmartWall ONE as DDoS Attacks Go Automated
Corero Network Security’s AI-Augmented Cloud-Assist adds cloud-scale AI analysis and human oversight to SmartWall ONE DDoS protection. We examine what the launch actually promises, which claims are substantiated,…
Skanska Signs $1.2B Deal to Build Four Data Centers in the Southeast US
Skanska has signed a $1.2 billion contract to build four data centers totaling 808,000 sq ft in the southeast US for an existing client. Construction runs from Q3…
Vectris Claims Up to 73% More AI Throughput From GPUs Already Deployed
Vectris Labs says its Waveform control plane recovers 30–73% more inference throughput from deployed NVIDIA H100, H200 and B200 GPUs while cutting energy use by half. We examine…
The Unverifiable-Claims Problem Isn’t Advertising’s Alone. It’s Infrastructure’s.
Ad-industry writer Pesach Lattin says the business isn’t lying about AI so much as bullshitting — making confident, uncheckable claims. The same epistemics now govern how AI infrastructure…
Cloudforce Doubles Maryland HQ, Pledging 250 New Jobs in AI Platform Expansion
Cloudforce is doubling its National Harbor headquarters and adding 250 Maryland jobs over five years as its nebulaONE AI platform grows in higher education. We break down the…