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.
GE Vernova and B.Grimm Power Turbine Deals Take the Supply Race to Thailand
GE Vernova has signed gas turbine supply deals with Thailand’s B.Grimm Power, a sign the global race for scarce turbines has reached Southeast Asia. We look at what…
FuriosaAI Brings Inference Servers to Equinix Lisbon for Sovereign AI
FuriosaAI has deployed AI inference servers at Equinix’s Lisbon data center, aiming at Europe’s sovereign AI market. The move shows how non-Nvidia chipmakers use colocation to reach European…
Hut 8’s $399M Beacon Point Filing Makes Its Texas AI Bet Concrete
Hut 8 has filed a $399 million AI data center project at its Beacon Point campus near Corpus Christi, Texas, tied to 704 megawatts of contracted capacity. The…
Flex Names Axiom Spin-Off, Sets Boards for Data Center Power Push
Flex named its cloud and power infrastructure spin-off Axiom, filed a Form 10 and set both boards ahead of a planned Q1 2027 separation. Axiom’s board leans on…
Oklo, X-Energy Join $200M Federal Push to Power AI Data Centers With Nuclear
Oklo and X-Energy have joined a $200 million Department of Energy initiative to speed up advanced nuclear reactors for AI data centers. We look at what the money…
Digital Realty Enters Türkiye Through a Data Center Joint Venture
Digital Realty Trust has formed a joint venture to build data centers in Türkiye, a market bridging Europe and the Middle East. Power, connectivity and data-sovereignty rules will…
WhiteFiber Buys Two North Carolina Sites as $865M Nscale Lease Starts Billing
WhiteFiber is buying two North Carolina AI data center sites for $60 million as billing starts on its $865 million Nscale lease. Its cloud contract wins since May…
Equinix Diesel Spill in Meadowlands Puts Data Center Backup Fuel in Focus
About 5,000 gallons of diesel spilled from a storage tank at Equinix’s Secaucus, New Jersey data center into Anderson Creek, and cleanup is underway. The incident raises questions…
Trump Calls Data Center Opposition a ‘Hoax’ After Call With Nvidia’s Huang
President Trump called opposition to data centers a ‘hoax’ and alleged a conspiracy against AI. We examine what the remarks mean for local fights over power, water and…