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.
Core Scientific’s 391 MW Shows Denton’s AI-Era Leverage Is Land and Power, Not Zoning
Denton, Texas held its first public hearing on a 90-day data center moratorium on Sept. 22, with a council vote possible Dec. 2. Core Scientific’s 391 MW site…
Applied Digital’s $270M Brookwood Pledge Makes Local Terms Part of AI Campus Cost
Applied Digital will build its $3.2 billion Delta Forge 2 AI data center near Brookwood, Alabama, a 210MW campus due to open in 2028. Its $270 million, 20-year…
Cadence’s 2.5x A14 Gain Is in Analog Layout; AI Chip Timing Now Rides on IP
Cadence has achieved TSMC A14 and A16 tool certification, claiming up to 2.5x fewer custom/analog design iterations for AI and HPC chips. With the tools cleared, much of…
CleanSpark’s AI Pivot Costs 7.875% to Fund, Even With Meta Guaranteeing Rent
CleanSpark priced $2.276 billion of 7.875% senior secured notes due 2031 to finish Sandersville, a 175 MW AI data center leased to a Meta subsidiary. The coupon, first…
Hut 8’s $140M Poolin Win Tests AI Power’s $3M-to-$27M-per-Megawatt Gap
Hut 8 won the bankruptcy auction for Poolin’s two Texas data centers, Pyote and Tarbush, with a $140 million bid pending a September 29 court hearing. The price…
Vertiv’s 2nd Fluid-Services Deal in Under 10 Months: AI Cooling Risk Sits at Handover
Vertiv agreed to acquire Ireland’s King Environmental Services, a liquid-cooling fluid management and load-testing specialist, to expand into EMEA. It is Vertiv’s second fluid-services deal since PurgeRite in…
For AI-Era Grid Storage, Pylontech’s 601 Ah Cell Makes 12,000 Cycles the Number to Verify
Pylontech has started serial production of 588 Ah and 601 Ah LFP cells in Hefei, China, for grid-scale battery energy storage. Bigger cells cut parts per system, but…
Everyone Counts AI Packaging Capacity. TSMC’s 2029 Hub Targets Qualification Time
TSMC is building an advanced packaging validation hub at Kaohsiung’s Baipu Industrial Park, due to open around Q4 2029. The center targets how fast CoWoS-class tools and materials…
Generac’s $8B Amazon Deal Schedules $2.4B; Data-Center Build Pace Decides the Rest
Generac and Amazon signed a long-term supply deal for Amazon data-center backup generators, with $2.4 billion of deliveries expected in 2027 and 2028. A warrant vesting on up…