AI infrastructure
Infrastructure & Cloud
Meta’s $50 Billion Bet: Inside the Louisiana Data Center Now Bigger Than 2 Gigawatts
Meta more than doubled its Louisiana AI data center to 5GW and $50B, financing 7 gas plants and 240 miles of transmission — with rents rising nearby.
Infrastructure & Cloud
Paducah’s $100B Bet: Brookfield and NextEra Build AI’s Power First
Brookfield and NextEra will build a $100B AI data center campus at DOE's Paducah site with 4.6 GW of dedicated power — here's what it signals for 2026.
Infrastructure & Cloud
The Data Center Capacity Mirage: Why Committed Gigawatts Aren’t Getting Built
Only 5 of 16 planned gigawatts are under construction in 2026. Here's why power, permits, and transformers are the real bottleneck.
Infrastructure & Cloud
Samsung’s Floating AI Data Center: Why Compute Is Now Going to Sea
Samsung Heavy Industries won ABS and Lloyd's Register approval for a 50MW seawater-cooled AI data center ship, targeting 2028 commercialization.
Skills & Careers
Meta’s $115M Trades Academy: A Guaranteed Job Path Into the AI Data-Center Boom
Meta is spending $115M on a free 5-week trades academy with a guaranteed data-center job. Here's what workforce planners should learn from it.
Infrastructure & Cloud
Coravel Launches: BlackRock and ACS Bet on Vertically Integrated AI Data Centers
⚡ Key Takeaways BlackRock’s Global Infrastructure Partners and Spain’s ACS Group formally launched Coravel on July 15, 2026, a 50-50...
Infrastructure & Cloud
3M and Microsoft: The Fiber Connector Deal Quietly Unclogging AI Data Centers
Azure is deploying 3M's Expanded Beam Optical fiber tech to fix a bottleneck now rivaling power in AI data center buildouts. Here's why it matters.
Infrastructure & Cloud
Virginia’s Data Center Power Tax: The First US Per-Kilowatt Levy on Cloud Compute
Virginia now taxes data centers $0.011 per kWh from July 2026 — the first US state levy on cloud compute power, projected to raise $600M yearly.
Startups
Baseten’s $1.5B Series F: Inside AI Inference’s Infrastructure Gold Rush
⚡ Key Takeaways Baseten raised $1.5 billion in a Series F round at a valuation of up to $13 billion,...
Infrastructure & Cloud
The Flexibility Bargain: How Data Centers Trade Curtailment for Faster Power
⚡ Key Takeaways FERC issued six show-cause orders on June 18, 2026, forcing CAISO, ISO-NE, MISO, NYISO, PJM, and SPP...
Infrastructure & Cloud
Liquid Cooling in AI Data Centers: Why Direct-to-Chip Is the New Default
⚡ Key Takeaways Average data center rack power density has doubled from 8 kW to 17 kW in two years...
