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.
Amazon Locks In Corning Fiber Supply for Its AI Data Center Buildout
Amazon has signed a multibillion-dollar fiber-optics deal with Corning to ramp up manufacturing for its AI data center expansion. We examine why fiber has become a strategic bottleneck…
Dell’Oro: AI Buildouts and Memory Inflation Push 1Q 2026 Data Center Capex Higher
Data center capex rose sharply in 1Q 2026 as AI infrastructure buildouts and memory cost inflation drove spending higher, Dell’Oro Group reports. We examine what the surge says…
Birmingham’s 20-Point Code Turns AI Data Center Power Plans Into Zoning Terms
Birmingham’s City Council approved a 20-condition zoning ordinance for hyperscale data centers that the city calls the toughest in Alabama. By banning onsite gas turbines, requiring closed-loop cooling…
Seattle’s 369 MW Data Center Freeze Shows Why AI Load Needs Ratepayer Buy-In
Seattle’s City Council unanimously passed an emergency data center moratorium on June 9, 2026, freezing new sites over 20 MVA pending impact studies. Four companies had sought 369…
Warner Pushes Cyber Overhaul for AI-Era Critical Infrastructure
Sen. Mark Warner proposes overhauling U.S. critical-infrastructure cybersecurity policy to address AI-era threats, a shift with direct implications for grid, telecom, and data-center operators weighing new compliance and…
MIT Spinout Applies Nuclear Passive Cooling to Data Centers
Nuclear-inspired data center cooling moves from lab to market as an MIT spinout adapts reactor-style passive heat removal to cut energy and water use. We break down how…
CISA BOD 26-04 Moves Federal Patching Toward Risk-Based Prioritization
CISA’s Binding Operational Directive 26-04 shifts federal vulnerability patching from fixed deadlines toward risk-based prioritization. We examine what the directive signals, what remains unpublished, and why critical-infrastructure operators…
LG U+’s 200MW Paju Site Shows Why Seoul’s AI Capacity Starts at the Substation
LG Uplus’s 200MW Paju AI data center near Seoul anchors a 5 trillion won ($3.3B) order target by 2030. Its first building is already fully contracted, and its…
Data Center Power Costs Draw Lawmakers Toward Rate-Design Fixes
Data center power costs are pushing lawmakers to float rate-design solutions, Bloomberg Government reports, as electricity bills turn political. We examine what the emerging policy debate means for…