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.
Nvidia’s AI Inference Chip Share Appears to Be Rising, Defying Challenger Narrative
Nvidia’s share of the AI inference chip market appears to be rising, per a June 2026 report from The Information — a counterpoint to the long-running prediction that…
1.8 Billion Gallons a Year Shows Why AI Data Center Siting Is Becoming an Aquifer Issue
The National Ground Water Association released a data center position paper urging water-source disclosure and geothermal cooling. With large sites estimated at up to 1.8 billion gallons a…
Goldman’s $5.3 Trillion AI Capex Math Shows Why Bond Buyers’ Limits Will Matter
Goldman Sachs Research expects private markets to play a growing role in data center financing as hyperscalers plan $5.3 trillion of AI spending by 2030. Its reasoning centers…
ShinyHunters Tied to Oracle PeopleSoft Exploit Wave
ShinyHunters, the extortion crew behind a string of high-profile data thefts, has been linked to active exploitation of a critical Oracle PeopleSoft vulnerability. The report raises fresh questions…
Memory, Not GPUs, Emerges as the Data Center Bottleneck in AI’s Inference Era
Memory is becoming the key scaling bottleneck for AI data centers as workloads shift from training to inference, according to Data Center Knowledge. We examine why serving models…
Anthropic Pledges $15M to Cyber Defense for State and Local Governments
Anthropic has committed $15 million to cyber defense for state, local, tribal and territorial governments. We examine what the AI company’s public-sector security push signals, why under-resourced agencies…
80 Square Meters per AI Rack Turns Orbital ‘Free Cooling’ Into a Launch Bill
Cooling GPUs in space takes about 80 square meters of radiator per AI rack, ABI Research analyst Andrew Cavalier calculates in IEEE Spectrum. That turns the ‘free cooling’…
Montgomery’s 6-Month Pause Shows a Retired Power Plant Won’t Fast-Track a Data Center
Montgomery County, MD paused new data center permits for six months on June 12, 2026, including a proposed project at the retired Dickerson power plant. For developers, an…
Warner Bill Would Force CISA to Refresh Infrastructure Cyber Plans for AI Threats
Sen. Mark Warner has proposed legislation that would require CISA to update U.S. critical infrastructure cybersecurity plans to address AI-driven threats. We look at why statutory refresh mandates…