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- Power & Energy Grid
Schneider Electric is pushing modular power infrastructure deeper into the AI data
- 4 min read
- Mahek Mandavia
Latest News
September 21, 2026
- Breaking
Applied Materials plans to invest $5 billion in India over the next decade, placing semiconductor equipment, research, and supply-chain development
- Neo Clouds
- 3 min read
- Mahek Mandavia
- AI & Machine Learning
India’s artificial-intelligence infrastructure expansion is beginning to draw the kind of long-duration financing traditionally associated with power, transport and other
- AI & Machine Learning
- 3 min read
- Kiara Mandavia
- Data Centers
Brazil’s President Luiz Inácio Lula da Silva signed the Special Taxation Regime for Data Center Services, known as ReData, on
- Data Centers
- 2 min read
- Kiara Mandavia
- AI & Machine Learning
Firmus Technologies is preparing one of Australia’s largest potential stock-market debuts, with the AI infrastructure provider seeking to raise as
- AI & Machine Learning
- 5 min read
- Aakruti Thakkar
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- Kiara Mandavia
Annual Intelligence Report
The next phase of data infrastructure will not be defined by how fast we build, but by how intelligently we
84 PAGES
6 REGIONS
40+ CHARTS
52% of UK IT leaders cite rising power costs as top data centre concern. As rack densities rise from 8kW
84 PAGES
6 REGIONS
40+ CHARTS
Not owning GPUs has become the default, deliberate strategy for building an AI company — not a compromise founders accept
84 PAGES
6 REGIONS
40+ CHARTS
The AI compute race has a new bottleneck — and it isn’t GPUs. Nvidia will sell as many Blackwell racks
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INDUSTRY DEALS & CAPEX TRACKER
Showing deals from last 30 days
DATE
COMPANY / DEAL
COUNTERPARTY
VALUE
TYPE
SECTOR
STATUS
03 SEP 2026
Flex
Acquisition of EPC Power – 800V power conversion for AI data centres & grid applications
EPC Power Corp
$4.4B
M&A
POWER / DATA CENTRES
PENDING
02 SEP 2026
Vertiv
Acquisition of Utility Innovation Group – microgrid controls & behind-the-meter power ($1.45B cash + up to $1.15B earnout)
Utility Innovation Holdings
$1.45B
M&A
DATA CENTRES
CONFIRMED
26 AUG 2026
Anthropic
Six-year AI compute capacity lease, 460MW, Nvidia Vera Rubin chips – “Monarch” campus, West Virginia
Nscale
$45.0B
INFRA
AI / DATA CENTRES
SIGNED
19 AUG 2026
Etched
Funding round – AI inference chip startup, valuation doubled in under a month to $21B
Jane Street, Sequoia, a16z, Tiger Global
$700M
FUNDING
AI / SEMICONDUCTORS
CLOSED
07 AUG 2026
Energy Vault
1.25GW AI data centre power infrastructure agreement – BESS + Caterpillar generators, Texas
Undisclosed Data Centre Customer
$550M
INFRA
ENERGY
SIGNED
07 AUG 2026
Amazon
“Project Eagle” campus expansion – 6 additional buildings (10 total), Wharton County, Texas
Internal CapEx Programme
$3.0B
CAPEX
DATA CENTRES
CONFIRMED
Top Stories
- AI & Machine Learning
Khazna Data Centers and Siemens have signed a Memorandum of Understanding to examine technologies aimed at the next generation of
- 3 min read
- Kiara Mandavia
- Data Centers
South Africa’s Competition Tribunal has approved the acquisition of the JNB11 data
- 2 min read
- Kiara Mandavia
- Data Centers
Serverfarm has increased its revolving credit facility by $895 million, taking total
- 4 min read
- Aakruti Thakkar
Also in the News
Fortune Hospitality & Infra is preparing a major entry into India’s data center industry
- Data Centers
- Kiara Mandavia
Egypt is positioning itself for another major step in its digital infrastructure buildout, with
- Data Centers
- Mahek Mandavia
NFD Korea has moved its 300MW AI data center campus in the Songsan 2
- Data Centers
- Kiara Mandavia
Gerchamp is expanding modular AI infrastructure with a portfolio that brings high-density computing capacity
- AI & Machine Learning
- Kiara Mandavia
Avisirah Technologies has secured a ₹75 crore loan facility from Syndicate Finance to advance
- AI & Machine Learning, Uncategoried
- Aakruti Thakkar
Latest Moves
Live
Ecolab Deepens Cooling Strategy With $4.75B CoolIT Acquisition
Ecolab is making one of its biggest moves yet into AI infrastructure after completing its $4.75 billion acquisition of liquid cooling specialist CoolIT Systems
Pure DC and AVK Deploy Europe’s First 110 MW Data Center Microgrid in Dublin
The Pure DC Dublin microgrid has made history as Europe’s first large-scale on-site data center microgrid, launched in partnership with power solutions provider AVK at Pure DC’s campus in Ireland.
Pace Digitek Partners With MEGMEET to Expand AI Data Center Power Business
India’s AI infrastructure ecosystem continues to mature as domestic technology manufacturers move beyond traditional telecommunications and industrial markets toward high-growth digital infrastructure opportunities
CapitaLand Sells Singapore Data Center to Unlock Capital for Growth
CapitaLand Ascendas REIT (CLAR) has agreed to sell one of its long-held Singapore data center assets in a transaction that highlights how infrastructure owners are increasingly recycling mature digital assets to fund the next phase of expansion
Supermicro Expands End-to-End DCBBS Liquid Cooling Portfolio for High-Density AI Infrastructure
Supermicro is responding to that shift by expanding its Rear Door Heat Exchanger (RDHx) portfolio, giving operators additional pathways to deploy liquid cooling across both greenfield and existing facilities.
This Week in Numbers
All data →
$612B
GLOBAL AI CAPEX
2026 forecast, up 38% YoY
4.2GW
NEW DC CAPACITY Q1
Record quarter for commissioning
68%
TSMC AZ YIELD RATE
Up from 48% in Q4 2025
$8B
NEO CLOUD VC Q1
Largest quarter on record
1.00PUE
EQUINIX BEST SITE
Liquid cooling deployment
140MS
AVG INFERENCE LATENCY
Down 22% vs Q1 2025
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COMPUTE WEEKLY
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Most Read
Naver is moving deeper into renewable power generation as artificial intelligence and cloud services
- Power & Energy Grid
- Kiara Mandavia
Anthropic has signed its first Australian data center lease, marking a major step in
- Data Centers
- Kiara Mandavia
Google is adding another piece to its growing clean-energy strategy as electricity demand from
- Power & Energy Grid
- Mahek Mandavia
AirJoule Technologies is broadening its position in the data-center infrastructure market with the acquisition
- Liquid & Immersion Cooling
- Kiara Mandavia
Browse Topics
Companies to Watch
CW
CoreWeave
Neo Cloud · $19B · IPO Watch
CB
Cerebras Systems
AI Hardware · $4.25B · Pre-IPO
G42
G42
Sovereign AI · Abu Dhabi
H
Humain
Saudi AI · $40B Fund
Latest Podcast
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
Editors pick
View all →
Goodman Secures Fresh Capital for Hong Kong Data Centers Goodman Group has raised $455
- Data Centers
- Aakruti Thakkar
Waaree Renewable Technologies is building a dedicated corporate structure for its planned data center
- Data Centers
- Kiara Mandavia
Onsemi is taking aim at one of the less visible constraints emerging inside AI
- Power & Energy Grid
- Kiara Mandavia
Emerald AI, Google and NVIDIA are joining forces to address one of the hardest
- Data Centers
- Mahek Mandavia
AirTrunk Commits $3 Billion to Johor Expansion AirTrunk is committing RM12 billion, or about
- Data Centers
- Aakruti Thakkar
Industry Expert
View all →
The Substation Is No Longer Someone Else’s Problem
Louis Charlton, Global Commissioning
For most of the data centre industry’s history, the substation was infrastructure that existed before the project began.
Top 10 Impactful Players in Data Infrastructure Series
Michael Beagan, TES Power
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale.
AI Is Changing Where, How, and How Fast We Build Data Centers
Andy Bryan, CEL Critical Power
According to research from Goldman Sachs, current global data center capacity demand sits around 62GW.
Redefining Data Centers for Sustainability and Society
Janne Sigurdsson, atNorth
As the adoption of AI technologies continues to soar, a spotlight has been thrown on the data center industry.
Thermal chain efficiency and the connected thermal-power ecosystem in AI infrastructure
Maurizio Frizziero, Vertiv
Why has thermal chain efficiency become such a critical issue in AI infrastructure?
AI infrastructure has fundamentally altered the thermal equation inside data centers.
Market Pulse
NVDA
+0.66%
MSFT
+1.02%
AMZN
-0.078%
AMD
-6.95%
TSMC
-2.98%
Indicative only · Not financial advice
AI INFRASTRUCTURE
- AI & Machine Learning
- North America
- 7 min read
- Mahek Mandavia
- AI & Machine Learning
- APAC
- 14 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 5 min read
- Mahek Mandavia
- AI & Machine Learning
- World
- 6 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
A customer can have access to thousands of GPUs and still face a placement constraint.
- 9 MIN
- Aakruti Thakkar
- Neo Clouds
- 20 MIN
- Mahek Mandavia
- Neo Clouds
- 15 MIN
- Kiara Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
A liquid-cooled AI data center can reach an uncomfortable point even when every major component
- 7 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 9 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 5 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 9 MIN
- Mahek Mandavia
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
An AI data center can remain structurally useful even as much of the computing equipment
- 4 MIN
- Mahek Mandavia
- Sustainability
- 15 MIN
- Kiara Mandavia
- Sustainability
- 6 MIN
- Kiara Mandavia
- Sustainability
- 6 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Kiara Mandavia
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
Schneider Electric is pushing modular power infrastructure deeper into the AI data center buildout with
- 4 MIN
- Mahek Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
Global AI Capex 2026
$ 0 B
New DC Capacity Q1
0 GW
Y-O-Y Cloud Revenue Growth
0 %
Avg Inference Latency (TTFT)
0 MS
Articles Published 2026
0 +
Data Centre & Infrastructure
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
- 5 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
Regional Trending
Live
- World
- Power & Energy Grid
A large compute site no longer begins its relationship with the power system at the
- 16 MIN
- Kiara Mandavia
- Data Centers
- 5 MIN
- Kiara Mandavia
- Neo Clouds
- 9 MIN
- Aakruti Thakkar
Opinion
- Power & Energy Grid, Uncategoried
- 6 MIN
- Aakruti Thakkar
Articles
- Data Centers
- 5 MIN
- Kiara Mandavia
- Neo Clouds
- 9 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 5 MIN
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Blogs
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- 6 MIN
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- Sustainability
- 6 MIN
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- Sustainability
- 6 MIN
- Aakruti Thakkar
LONGREADS
- Power & Energy Grid
- 16 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 17 MIN
- Kiara Mandavia
- Neo Clouds
- 20 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 16 MIN
- Aakruti Thakkar
Opinion & Analysis
Editor’s View
“The future won’t be defined by AI alone. It will be shaped by the infrastructure that powers it. Compute Forecast delivers trusted journalism, independent research, and executive insights covering the technologies, investments, and decisions driving the global digital infrastructure economy.”
— COMPUTE FORECAST EDITORIAL TEAM · 29 July 2026
Analysis
Why the Chip War Is Actually a Data Centre War in Disguise
The geopolitics of semiconductors gets all the attention, but the real battleground is where those chips are deployed — and who controls the power to run them.
JS
James Sutherland
Senior Analyst · 26 APR 2026
Opinion
Open Source AI Is Not the Answer to Sovereign AI — It’s the Question
Governments rushing to adopt open-weight models as a sovereignty strategy are missing the infrastructure problem entirely.
RP
Riya Patel
Contributing Editor · 25 APR 2026
Video & Podcast
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
Resources & Research
52% of UK IT leaders cite rising power costs as top data centre concern. As rack densities rise from 8kW
Top 10 Impactful Players in Data Infrastructure Series: Part 5
The next phase of data infrastructure will not be defined by how fast we build, but by how intelligently we
What Good Grid Citizenship Looks Like When You Bring Your Own Architecture
A large compute site no longer begins its relationship with the power system at the utility meter. The electrical architecture
Applied Materials Bets $5B on India’s Chip Ambitions
Applied Materials plans to invest $5 billion in India over the next decade, placing semiconductor equipment, research, and supply-chain development
Jackson Is Challenging The Economics Behind Duke’s Data Center Boom
North Carolina’s data-center expansion is becoming a test of something more fundamental than where the next AI facility will connect:
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
Not All GPUs Fail the Same Way And Your Fabric Should Know the Difference
A GPU failure rarely arrives as a clean binary event where one device disappears and the remaining system simply continues.
The Neocloud Contract Problem Nobody Talks About: Cluster Fragmentation
A customer can have access to thousands of GPUs and still face a placement constraint. The problem emerges when a
Industry Intelligence
Premium
Market Intelligence
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale. The conversation around data infrastructure is
- 10 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 25 MIN
- Sanjana Mandavia
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
- 6 MIN
- Kiara Mandavia
- AI & Machine Learning
- 6 MIN
- Aakruti Thakkar
- Sustainability
- 4 MIN
- Kiara Mandavia
Newsletter
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COMPUTE WEEKLY
The briefing 40,000+ infrastructure leaders read every Monday morning — deals, capex, power, and the stories moving the AI buildout, in five minutes flat.
This Week
Hyperscalers commit $210B in Q2 capex · Neo-cloud IPO window widens · EU AI Act phase two begins enforcement
Deep Dive
Inside the interconnection queue: why power, not chips, is now the binding constraint on new capacity
Numbers
9 tracked deals this month · $612B global data centre investment in 2026 · 38 countries in the buildout race
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