infraday

Connecting infrastructure leaders since 2017.

THE BUSINESS OF
INFRASTRUCTURE

INFRADAY SECTOR INTELLIGENCE

AI Infrastructure

The power, projects, compute and capital behind the AI economy.

Latest AI Infrastructure News

View all →

The Infrastructure Behind AI

AI Infrastructure Projects

View all →

Project stages, owners and reported investment come from the existing Project Atlas records. Review the source links in each profile.

Capital project

Bosch Roseville Silicon Carbide Manufacturing Conversion

Roseville, California

Bosch is converting its existing Roseville semiconductor facility for silicon carbide production, adding modern cleanroom space and a manufacturing line for automotive and industrial power electronics.

Owner / developer: Robert Bosch Semiconductor LLC

Reported stage: Commissioning

Reported investment: Up to $2 billion (announced investment)

Source review: 2026-10-09

Project details & sources →
Capital project

Eaton Omaha Switchgear Manufacturing Expansion

Bellevue, Nebraska

Move to a larger manufacturing facility to expand local switchgear capacity in response to growing data center and electrical infrastructure demand.

Owner / developer: Eaton

Reported stage: Planning

Reported investment: More than $30 million announced manufacturing expansion investment.

Source review: 2026-10-03

Project details & sources →
Capital project

Eaton Henrico Power Distribution Manufacturing Campus

Henrico County, Virginia

New campus expanding and consolidating Richmond-area manufacturing for critical power distribution technologies used in data centers.

Owner / developer: Eaton

Reported stage: Planning

Reported investment: More than $50 million announced manufacturing campus investment.

Source review: 2026-10-03

Project details & sources →
Capital project

Siemens Fort Worth Electrical Manufacturing Hub

Fort Worth, Texas

Siemens opened a 500,000-square-foot facility producing electrical distribution equipment, including low-voltage switchboards for data centers and other infrastructure.

Owner / developer: Siemens Smart Infrastructure

Reported stage: Operating / Completed

Reported investment: $190 million

Source review: 2026-10-01

Project details & sources →
Capital project

AWS Richmond County Energy Way Tech Campus

Hamlet, Richmond County, North Carolina

An AI and cloud infrastructure campus tied to Amazon's announced $10 billion North Carolina investment. Final air permits for campus backup engines and temporary bridge power were issued in August 2026.

Owner / developer: Amazon Data Services / Amazon Web Services

Reported stage: Construction

Reported investment: $10 billion announced North Carolina infrastructure investment; not a standalone building cost

Source review: 2026-10-01

Project details & sources →

AI Infrastructure Companies

View all →
Company

Westgate

San Francisco

Industrial distribution of pipes, valves and fittings for data centers, semiconductor fabs and power facilities.

Explore profile →
Company

Posh

San Francisco

Developing deployable energy storage and generation systems for commercial, industrial and AI data center customers.

Explore profile →
Company

Photonium

New York City

Optical engineering software and services covering design optimization, verification, component sourcing and prototyping.

Explore profile →

AI Infrastructure Startups

View all 29 →
Startup

Aerogen Systems

Ann Arbor, Michigan

Tool-integrated purification and clean interconnect systems intended to control contamination around semiconductor wafers.

Explore profile →
Startup

Applied Kinetics

San Francisco

Project-specific manufacturing and delivery of transformers, switchgear, generators and cooling equipment for power and data center developments.

Explore profile →
Startup

ArchiLabs

San Francisco, California

AI design and BIM workflow software, with a current focus on data center project design.

Explore profile →
Startup

Atomarine

San Francisco

Developing floating data center barges and ship-based power systems, with nuclear-powered deployments as a longer-term goal.

Explore profile →
Startup

Condor Energy

Paris, France

Energy procurement software that helps large electricity consumers assess power purchasing and flexibility opportunities.

Explore profile →
Startup

Cosmic Robotics

San Francisco, California

Robotic construction equipment for material handling and installation, with work in utility-scale solar and data center construction.

Explore profile →

Use the startup directory filters →

Capital & Investment

Explore CapitalGraph →

Follow public reporting on financing, acquisitions and investment. CapitalGraph intelligence remains available through its existing access and subscription system.

Capital providers and financing →

Jobs & Procurement Opportunities

Find relevant roles and procurement through Infraday’s existing opportunity systems. Check each original notice for current status, eligibility and deadlines.

Events & Industry Conversations

You’re offline. Reconnect to load the latest Infraday updates.