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 and Corning Partner to Onshore Fiber Optics for AI Infrastructure
NVIDIA and Corning have announced a long-term partnership to expand US manufacturing of optical fiber and connectivity products for AI infrastructure. The deal ties the AI computing leader…
Riot Platforms and Terrestrial Energy Team Up on Nuclear-Powered Data Centers
Riot Platforms and Terrestrial Energy will collaborate on nuclear-powered large-scale data centers, pairing molten salt reactors with AI-scale compute demand. We examine what the deal covers, why Bitcoin…
Data Center Backlash Grows as Big Tech Spends to Shape It
CalMatters reports a rising community backlash against data center construction is being met by significant Big Tech spending to influence the narrative. We examine what the headline claims…
Grid Operators Issue Rare Warning on AI Data-Center Load Risks
Grid operators warned in May 2026 that AI data-center load growth poses ‘significant risks’ to electric reliability, E&E News by POLITICO reported. We examine what a rare formal…
CISA Urges Critical Infrastructure to ‘Fortify’ Against Cyber-Induced Outages
CISA urges critical infrastructure operators to fortify defenses now against cyberattacks that could cause outages across power, water, and communications. We examine what the warning signals, what the…
Google Claims 3X TPU Inference Speedup With Diffusion-Style Speculative Decoding
Google claims a 3X LLM inference speedup on its TPUs using diffusion-style speculative decoding, a technique that drafts many tokens in parallel for verification. We examine how the…
NERC’s Rare Level 3 Alert Makes Data Center Load Loss a Mandatory Grid Priority
NERC issued a rare Level 3 alert mandating action on data center load-loss events. We explain what an ‘Essential Action’ alert means, why sudden loss of gigawatt-scale load…
Anthropic Eyes Fractile’s DRAM-Less Inference Chips
Anthropic is reportedly in early talks to buy DRAM-less inference chips from UK startup Fractile, whose SRAM-based design cuts reliance on scarce HBM memory. We examine what the…
CoreWeave Makes the Case for Liquid Cooling as the AI Data Center Default
CoreWeave argues liquid cooling should be the default for dense AI data centers in its ‘Run Cold, Act Bold’ post. We examine what the AI cloud provider’s pitch…