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.
Bitcoin Miners Pivot to AI Data Centers as Mining Economics Go ‘From Bad to Worse’
Bitcoin mining economics have gone ‘from bad to worse,’ pushing miners to pivot sites and power toward AI data-center revenue or sell to survive. We examine why megawatts…
NSA and Allies Issue First Joint Guidance on Securing Agentic AI Systems
NSA, ASD’s ACSC and international partners have released joint guidance on securing agentic AI systems, the first major government framework for AI agents. The release lands as enterprises…
Smart Buffers Could Make AI Data Centers Better Grid Citizens
Smart power buffering lets AI data centers smooth their notoriously spiky electricity draw, IEEE Spectrum reports, easing strain on utility grids. We examine how the approach works, why…
Aschenbrenner’s $13.6B AI Fund Bets on Bitcoin Miners’ Power-Ready Sites
Ex-OpenAI researcher Leopold Aschenbrenner is steering his $13.6 billion AI-focused fund into bitcoin mining stocks, CoinDesk reports. The thesis: miners hold what AI builders need most — energized,…
US Agencies Warn of Active Cyber Campaign Targeting Industrial Control Systems
US agencies warn of an active cyber threat targeting critical-infrastructure control systems, including PLCs that run power, water, and industrial plants. We examine what the warning does and…
Grid Equipment Emergency Order Collides With Data Center Demand
A national emergency declaration banning some foreign-made grid equipment arrives as data center load growth strains transformer and switchgear supply. Here is what the announcement covers, what it…
Carrier Deepens ZutaCore Bet, Pushing Two-Phase Liquid Cooling Into AI Racks
Carrier Ventures has expanded its investment in ZutaCore, betting two-phase liquid cooling can keep pace with AI data center heat loads. We analyze why an HVAC incumbent is…
RAND Asks How Much Power the US Grid Can Spare for AI by 2030
RAND’s April 2026 analysis asks how much additional power the US grid can deliver for AI by 2030 and which policy levers will decide the answer. We examine…
Critical Infrastructure Supplier Discloses Cyberattack, Renewing Supply-Chain Fears
A major critical-infrastructure supplier has disclosed a cyberattack, putting supply-chain cyber risk in focus for grid and data-center operators. We examine what the disclosure does and does not…