#AI Infrastructure

Iran's drone strikes on AWS data centers and its naming of 18 tech firms as military targets expose a structural flaw in AI infrastructure: civilian and military data sit on the same physical servers.

Intel repurchases its 49% stake in Ireland's Fab 34 for $14.2B — $3B more than it sold for in 2024. The CPU renaissance driving AI agentic workloads is the real story behind the deal.

Bitcoin's hashrate dropped 4% in Q1 2026 — the first first-quarter decline in six years. As mining margins go negative, major U.S. miners are pivoting to AI infrastructure, reshaping who secures the Bitcoin network.

AI's power hunger is forcing a reckoning. Natural gas, SMRs, fusion, and batteries are all racing to power the grid — but only one can win on cost. Here's where the race stands.

With mining costs hitting $80K per coin and bitcoin trading at $70K, public miners are signing $70B in AI contracts and liquidating BTC treasuries to fund the pivot.

Meta has increased its El Paso AI data center investment more than sixfold, from $1.5B to $10B, targeting 1GW capacity by 2028. What this means for investors, competitors, and the AI infrastructure race.

Gimlet Labs just raised $80M to build software that splits AI workloads across every chip type simultaneously. The pitch: 10x efficiency without buying new hardware.

OpenAI is quietly stepping back from its most ambitious infrastructure plans. With an IPO on the horizon and a $730B valuation to defend, Sam Altman is trading moonshots for fiscal discipline. Here's what that means for investors.

Elon Musk's xAI wants to build a massive gas plant in Mississippi. The NAACP says the permit hearing was timed to silence the community. Here's what's really at stake.

KKR is reportedly seeking a multibillion-dollar sale of a data center cooling company. What this deal reveals about where the real money in the AI boom is flowing.

While Tesla grabs headlines with Cybercabs and humanoid robots, the company's actual future lies in massive Megapack batteries powering AI's energy hunger. Inside Musk's quiet pivot to energy dominance.

Nvidia invests $2B each in Lumentum and Coherent, betting on photonics to solve AI data centers' massive power consumption problem. A strategic move beyond chips.