Infrastructure

The compute, chips, data centers, networks, and power systems behind AI.

Coverage

Data centers
Chips
Cloud compute
Power and cooling

Latest infrastructure Get daily briefing

Gemini checks Google’s AI watermarks; the standalone detector n...Booz Allen says AI completed all eight industrial attack tests...Pennsylvania residents fight NorthPoint’s data center and the p...Odyssey opens a free preview of Odyssey-3’s interactive AI worl...CU Denver opens an AI hub for hands-on learning, leaving classr...Smithsonian uses AI to connect Revolutionary-era artifacts with...Gemini checks Google’s AI watermarks; the standalone detector n...Booz Allen says AI completed all eight industrial attack tests...Pennsylvania residents fight NorthPoint’s data center and the p...Odyssey opens a free preview of Odyssey-3’s interactive AI worl...CU Denver opens an AI hub for hands-on learning, leaving classr...Smithsonian uses AI to connect Revolutionary-era artifacts with...

Government action / 10 hours ago / 2 min read

Pennsylvania residents fight NorthPoint’s data center and the power line it needs

The proposed project links potential payments in Hazle Township to property disputes next door. Amazon says it has no definitive agreement with the developer.

Research / 15 hours ago / 3 min read

Researchers find healthcare AI’s sustainability efforts miss the bigger picture

A review of 47 studies calls for environmental assessment from manufacture to recycling, while a cancer specialist argues that patient benefits should guide bedside decisions.

Partnership / Yesterday / 3 min read

LG secures cooling supply deal for AI data-center projects exceeding 5 GW

The AIR Control Concepts agreement moves beyond individual project bids. LG’s energy-saving claim rests on a specific simulated operating environment.

Desk statusFast moving

Published coverage347 stories

Watching now

Nvidia / AMD / Data centers / Cloud capacity / Power grids / Cooling / Semiconductors

Why it matters

Why infrastructure matters.

Data centers, chips, cloud compute, networking, power, cooling, and the physical capacity behind AI.

01

Compute and power availability determine how quickly AI products can scale.

02

Chip supply, financing, and data-center construction shape the economics of the industry.

03

Grid, cooling, and community constraints increasingly determine where capacity can be built.

Follow the adjacent shifts.

Business

Enterprise adoption, partnerships, earnings, platform strategy, and market shifts.

Models

Model releases, capabilities, benchmarks, pricing, and open or closed model strategy.

Policy

Lawsuits, regulation, copyright, safety debates, government action, and labor policy.

Research Infrastructure

Four-hour batteries cheaper than open-cycle gas turbines in 43 markets, study finds

The Wood Mackenzie comparison covers open-cycle turbines, a type favored by data-center developers. Rising equipment prices and long procurement queues are adding pressure to the gas option.

2 min

Infrastructure

Ai2 Replaces GPU Priority Labels With Time Budgets to Curb Resource Hoarding

Ai2 says automated workload draining also cut repairs needing human intervention by 74%.

3 min

Infrastructure

GlobalFoundries completes construction phase in €1.1B Dresden chip-factory buildout

The expansion targets annual capacity above one million wafers by late 2028. A new chip platform planned for the site still needs German approval before development can begin.

2 min

Acquisition Infrastructure

XMax Agrees to Buy Hexa Creation to Enter AI Data-Center Power Semiconductors

The target is developing 1200V gallium nitride devices for high-voltage applications.

3 min

Infrastructure

Thane residents demand Amazon relocate a 54-acre data center near their homes

Amazon promises water-free cooling and separate power supplies. Residents say the project proceeded without meaningful consultation and want it moved.

2 min

Funding Infrastructure

Lumentum CEO Says AI Data-Center Optical Parts Are Sold Out Through Early 2029

The shortages vary by product. Nvidia’s earlier backing included both funding for manufacturing capacity and rights to access future supplies.

2 min

Partnership Infrastructure

GlobalFoundries signs $2B deal to supply TSMC’s AI packaging, targeting production in 2028

The five-year agreement would establish a U.S. source for silicon interposers, not a complete chipmaking or packaging service.

2 min

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Infrastructure

Pennsylvania residents fight NorthPoint’s data center and the power line it needs

Researchers find healthcare AI’s sustainability efforts miss the bigger picture

LG secures cooling supply deal for AI data-center projects exceeding 5 GW

Why infrastructure matters.

Recent infrastructure coverage

Ukrainian drones hit Yandex data centers, shutting down a key AI-training site

Follow the adjacent shifts.

Four-hour batteries cheaper than open-cycle gas turbines in 43 markets, study finds

Ai2 Replaces GPU Priority Labels With Time Budgets to Curb Resource Hoarding

GlobalFoundries completes construction phase in €1.1B Dresden chip-factory buildout

XMax Agrees to Buy Hexa Creation to Enter AI Data-Center Power Semiconductors

Thane residents demand Amazon relocate a 54-acre data center near their homes

Lumentum CEO Says AI Data-Center Optical Parts Are Sold Out Through Early 2029

GlobalFoundries signs $2B deal to supply TSMC’s AI packaging, targeting production in 2028

Infrastructure

Pennsylvania residents fight NorthPoint’s data center and the power line it needs

Researchers find healthcare AI’s sustainability efforts miss the bigger picture

LG secures cooling supply deal for AI data-center projects exceeding 5 GW

Why infrastructure matters.

Recent infrastructure coverage

Ukrainian drones hit Yandex data centers, shutting down a key AI-training site

Follow the adjacent shifts.

Infrastructure moves fast.Read the shift, not the noise.

Four-hour batteries cheaper than open-cycle gas turbines in 43 markets, study finds

Ai2 Replaces GPU Priority Labels With Time Budgets to Curb Resource Hoarding

GlobalFoundries completes construction phase in €1.1B Dresden chip-factory buildout

XMax Agrees to Buy Hexa Creation to Enter AI Data-Center Power Semiconductors

Thane residents demand Amazon relocate a 54-acre data center near their homes

Lumentum CEO Says AI Data-Center Optical Parts Are Sold Out Through Early 2029

GlobalFoundries signs $2B deal to supply TSMC’s AI packaging, targeting production in 2028