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.
Uranium at $96.50: AI’s Nuclear Demand Needs Signed Contracts Before Cameco Adds Supply
Cameco reported third-quarter 2026 results on October 30 as the long-term uranium price rose to US$96.50, near its highest since 2011 after inflation. The company says it will…
In a $45B Texas Fab Search Tied to TSMC, Sherman’s Edge Is Water It Lined Up Early
TSMC appears to be weighing Sherman, Texas, for a $45 billion, two-plant chip expansion, according to state documents reported by Bloomberg. Sherman’s edge is water rights and a…
Sabey’s Generator Test: Renewable Diesel’s 40–86% Carbon Cut Rides on Feedstock
Sabey Data Centers is piloting hydrotreated vegetable oil (HVO) renewable diesel in backup generators at its Austin campus, with no engine changes needed. Argonne research puts the climate…
Hyundai on NANO’s 15 MW KRONOS Makes Building It the Next Test for AI-Era Microreactors
NANO Nuclear Energy and Hyundai will partner to build the 15 MW KRONOS microreactor in the U.S. Adding a major builder moves the microreactor question from design to…
Vistra’s $4B for 5,500 Built Megawatts Puts a Price on Skipping the AI Power Queue
Vistra has closed its roughly $4 billion acquisition of Cogentrix Energy, adding about 5,500 MW of natural gas generating capacity to its fleet. The price works out to…
Centrus Ships Centrifuge One Early; Its New Fuel for AI-Era Nuclear Still Waits to 2029
Centrus Energy shipped its first new centrifuge from Oak Ridge, Tennessee to Ohio on October 29, ahead of its year-end target. But the first new enrichment capacity is…
SPX’s $1.1B Data Center Cooling Ramp Is Being Paid For in HVAC Margin
SPX Technologies reported Q3 2026 revenue of $714.5 million, up 20.5%, after spending $1.29 billion net on acquisitions over nine months. Its data center cooling growth came from…
Binance’s ‘No Key Leak’ and a $6.36B, 20-Minute Drain Point to the Approval Layer
Binance says a hack impacted about $6.3 billion, and TRM and Chainalysis link it to North Korea’s TraderTraitor unit. TRM calls it the largest crypto theft on record.…
AWS Earned 63% of Amazon’s Q3 Operating Profit; Its Growth Now Paces a $220B AI Build
Amazon Q3 2026 earnings: AWS sales rose 39.3% to $46 billion, its fastest growth in nearly five years, while total sales grew 12%. The outlook was cautious, but…