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.
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…
Ex-OpenAI Researcher’s $13.6B Fund Bets on Crypto Miners as AI Compute Plays
Ex-OpenAI researcher Leopold Aschenbrenner’s $13.6 billion fund is betting big on crypto miners as AI-compute plays, CoinDesk reports. We examine why bitcoin mining sites — with their secured…
Intel’s 1:1 CPU-to-GPU Claim and the 18A Yield Pull-In
Intel says AI inference is pushing data center CPU-to-GPU ratios from 1:8 toward 1:1, and has pulled its 18A yield target forward to mid-year. We examine what that…
Bitdeer’s Tydal Lease: Bitcoin Miner Converts Norwegian Hydro Power to AI Colocation
Bitdeer signed a colocation lease for an AI data center at its Tydal, Norway site, converting hydro-powered bitcoin mining capacity into AI infrastructure revenue. We examine the miner-to-AI…