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.
DOE ‘Speed to Power’ Targets AI Data Center Grid Delays
The U.S. Department of Energy’s ‘Speed to Power’ initiative aims to accelerate grid capacity buildout for AI data centers, tackling the multi-year interconnection queues that now gate large…
Baseten Nears $1.5B Round as AI Inference Demand Surges
Baseten is reportedly nearing a $1.5 billion funding round as surging AI inference demand pulls investment toward running models, not training them. We assess what the June 2026…
Accenture Backs Dragos: OT Cybersecurity Steps Into the Mainstream
Accenture’s investment in Dragos signals a new phase for OT cybersecurity, moving industrial control system defense into mainstream enterprise security. We examine why IT-OT convergence is driving demand,…
FERC Fast-Tracks Grid Hookups for AI Data Centers
FERC has greenlit fast-track grid interconnection rules aimed at speeding hyperscale AI data center hookups. The move responds to multi-year queue backlogs that have stalled projects nationwide, and…
Accenture Unveils End-to-End Cybersecurity Platform for Critical Infrastructure
Accenture announces an end-to-end cybersecurity platform to defend critical infrastructure against AI-driven threats and geopolitical risk. We examine what the announcement substantiates, why consultancies are productizing security, and…
Why Data Centers Still Cling to Evaporative Cooling Despite Water Backlash
Evaporative cooling remains the default heat-rejection choice for many data centers despite growing scrutiny over water use. We examine the economics behind the industry’s hesitation, the water-versus-electricity trade-off,…
Baseten’s Reported $1.5B Raise Puts AI Inference in the Spotlight
Baseten is reportedly raising $1.5 billion, a signal that AI inference — running trained models in production — is now the hottest layer of AI infrastructure. We break…
FERC Steps Into the Data Center Interconnection Fight
FERC is asserting itself in the fight over connecting data centers to the U.S. grid, a Politico report says — a shift with big stakes for the AI…
Texas Finalizes First-in-Nation Grid Standards for Large Data Centers
The Public Utility Commission of Texas has finalized new interconnection and curtailment standards for large data centers connecting to the ERCOT grid. Rooted in Senate Bill 6, the…