AI Infrastructure by The Information Staff

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AI Infrastructure

By The Information Staff

Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.

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Recent Editions

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

AI Infrastructure

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST

Anthropic’s leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage. Now the company’s data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts... Anthropic’s leaders have been loud about how its AI will reshape businesses but much less...

Art by Getty Images

AI Infrastructure

Betting That AI Can Ease AI Infrastructure Pains

By Ann Davis Vaughan · Feb 2, 2026 8:00am PST · 2 comments

Right now, money and attention is focused on building infrastructure for AI. What’s coming next, though, is AI for infrastructure: using the very same technology to make the power and industrial systems we’re building cheaper, better and faster.Since its founding in 2016, venture investor Blue Bear Capital has allocated about $350 million across... Right now, money and attention is focused on building infrastructure for AI. What’s coming next,...

Art by Mike Sullivan

AI Infrastructure

Five Takeaways From ‘Data Center Davos’

By Anissa Gardizy · Jan 26, 2026 8:00am PST · 1 comment

Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the data center business begin and the priorities for the year are set. The sector’s power brokers are coming off a wild 12 months, bookended by the... Last week, the data center industry migrated temporarily to Hawaii for the Pacific...

Photo by Ron Jenkins/Getty Images

Why Google Is Winning the Race for Data Center Power

By Ann Davis Vaughan · Jan 19, 2026 8:00am PST · 1 comment

Photo by Ron Jenkins/Getty Images

AI Infrastructure

Why Google Is Winning the Race for Data Center Power

By Ann Davis Vaughan · Jan 19, 2026 8:00am PST · 1 comment

There’s no doubt now that the tech companies driving AI will have to help produce the new electricity needed to power it. The White House and several governors sought Friday to force them to build more plants.That’s why Google’s $4.75 billion deal in December for Intersect, a developer of renewables and data center infrastructure, is so... There’s no doubt now that the tech companies driving AI will have to help produce the new...

The liquid cooling system at an Equinix data center in Virgini

AI Infrastructure

Why There’s Another Wave of Neoclouds; AI Data Center Cooling Heats Up

By Anissa Gardizy · Jan 12, 2026 8:25am PST · 3 comments

There's a new wave of cloud computing startups raising money and touting landmark AI data center deals.Nscale is raising billions of dollars to build data centers for OpenAI. Fluidstack is filling its coffers to support Anthropic’s infrastructure. I expect a handful of other firms, including Moonlite AI, to raise money in the coming weeks,... There's a new wave of cloud computing startups raising money and touting landmark AI data center...

A Microsoft data center in Aldie, Va. Getty Images.

AI Infrastructure

The AI Boom Is Now an Energy Boom

By Ann Davis Vaughan · Jan 5, 2026 9:07am PST · 3 comments

The AI race has ignited a parallel boom in energy that is already revamping U.S. power generation and changing natural gas infrastructure, utility systems and regulation in ways that could last for decades.Natural gas producers are expanding pipelines faster than they have in years, utilities have secured regulatory approval for billions of... The AI race has ignited a parallel boom in energy that is already revamping U.S. power generation...

Jason Alden/Bloomberg via Getty Images

AI Infrastructure

Why Data Centers Are Falling Behind Schedule; Jensen Huang’s Power Summit

By Anissa Gardizy · Dec 22, 2025 9:24am PST · 1 comment

You’re about to start hearing a lot about data center delays. In fact, executives and investors I’ve been speaking with expect this will be one of the defining themes of 2026, as delays separate world-class operators from the rest of the pack. But to understand what this will actually mean for the artificial intelligence buildout, it helps... You’re about to start hearing a lot about data center delays. In fact, executives and investors I...

The Stargate AI data center in Abilene, Texas. Photo by Kyle Grillot/Bloomberg via Getty Images.

The ‘Bragawatt’ Data Center Era Brings Reality Checks—and Energy Breakthroughs

By Ann Davis Vaughan · Dec 15, 2025 9:30am PST · 8 comments

The Stargate AI data center in Abilene, Texas. Photo by Kyle Grillot/Bloomberg via Getty Images.

AI Infrastructure

The ‘Bragawatt’ Data Center Era Brings Reality Checks—and Energy Breakthroughs

By Ann Davis Vaughan · Dec 15, 2025 9:30am PST · 8 comments

Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning Silicon Valley into a rising industrial power.Ann Davis Vaughan has covered the intersection of energy and technology as both an investment analyst and journalist for two decades, including 14 years at The Wall Street... Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping...

Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.

AI Infrastructure

As AI Data Centers Face Delays, the Blame Game Begins

By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment

The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt deals has given way to finger pointing as deadlines to get AI servers online slip or get dangerously close to falling behind.For months, data center builders have told me many of the gigawatt-size AI server facilities are running behind schedule... The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt...

The Oracle data center for OpenAI in Abilene, Texas. Photo via Getty

AI Infrastructure

The Data Center Boom Enters a Speculative Era

By Anissa Gardizy · Oct 20, 2025 10:19am PDT

The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and... The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across...

Art via Getty; Mike Sullivan

AI Infrastructure

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments

Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll cover the data centers, chips, networking and energy that power AI.Artificial intelligence is hungry for power at a scale that defies belief.Last week, OpenAI and Nvidia said they would work together to develop 10 gigawatts of data... Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming...