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.
Grid Physics, Not Capital, Is Becoming the Data Center Pipeline’s Real Bottleneck
Grid interconnection and transmission limits are emerging as the binding constraint on the AI data center buildout, Latitude Media reports. We examine why the physics of power delivery…
Vertiv Acquires Strategic Thermal Labs as AI Racks Outgrow Air Cooling
Vertiv’s acquisition of liquid cooling specialist Strategic Thermal Labs signals accelerating consolidation as AI rack densities outrun air cooling. We examine the market context behind the deal, what…
Kevin O’Leary’s 9GW Utah Data Center Campus Wins Approval
Kevin O’Leary’s 9-gigawatt AI data center campus in Utah has won approval — a single site sized to draw more than twice the power the entire state uses.…
Anthropic Eyes European AI Data Centers and Recruits a Key Dealmaker
Anthropic’s European AI data center push and its search for a key dealmaker signal that frontier AI labs are becoming direct infrastructure buyers. We examine what the CNBC…
CISA Warning: Active Cyber Threat Targets Critical Infrastructure PLCs
CISA has warned of an active cyber threat targeting programmable logic controllers in US critical infrastructure, according to an April 2026 news report. We examine what is substantiated,…
Blackstone Financing for Saline Township Data Center: Who Bears the Power Risk
Blackstone is financing the Saline Township data center campus in Michigan, MLive reported on April 25, 2026. The deal suggests private credit, not regulated utilities, is underwriting Michigan’s…
Maine Governor Vetoes First Statewide Data Center Moratorium: A Template Emerges
Maine Gov. Janet Mills vetoed a bill that would have imposed the first statewide moratorium on new data centers, keeping the state open to development. The April 2026…
Keppel and Shell to Pilot Immersion Cooling at a Singapore Data Center
Keppel and Shell are launching an immersion cooling pilot at a Singapore data center, a sign that oil majors are moving into the data-center thermal stack. We examine…
Nebius’s 310 MW Lappeenranta Build: Anatomy of a European AI Factory
Nebius’s 310 MW Lappeenranta data center would rank among Europe’s largest purpose-built AI facilities, according to a new project profile. We examine why Finland keeps attracting gigascale AI…