- Data Centers
The race to build AI infrastructure has largely favored sprawling campuses on
- 3 min read
Latest News
August 7, 2026
- Breaking
Groundcover Secures $100M to Expand AI Operations Infrastructure
Groundcover Raises $100M to Advance AI Observability Infrastructure Groundcover has raised $100 million in a Series C funding round as
- AI & Machine Learning
- 3 min read
- Data Centers
As GPU deployments accelerate, moving data efficiently between thousands of chips has become just as important as increasing compute capacity.
- Data Centers
- 3 min read
- Power & Energy Grid
ABB is taking a deeper position in the fast-changing clean power market with a strategic partnership and minority investment in
- Power & Energy Grid
- 5 min read
- Power & Energy Grid
The UK renewable energy market has gained a new heavyweight after Verdant Energy and Aura Power completed a merger that
- Power & Energy Grid
- 3 min read
Reach 40,000+ senior technology leaders and infrastructure decision-makers
Premium placements available · computeforecast.com/advertise
Annual Intelligence Report
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
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
84 PAGES
6 REGIONS
40+ CHARTS
Reach 40,000+ senior technology leaders and infrastructure decision-makers
Premium placements available · computeforecast.com/advertise
INDUSTRY DEALS & CAPEX TRACKER
- Updated Daily
Showing deals from last 30 days
DATE
COMPANY / DEAL
COUNTERPARTY
VALUE
TYPE
SECTOR
STATUS
13 JUL 2026
Meta Platforms
Hyperion campus expansion to 5GW – Richland Parish, LouisianaInternal CapEx Programme
$40.0B
CAPEX
DATA CENTRES
CONFIRMED
06 JUL 2026
Anthropic
20-year AI infrastructure lease – Justified Data campus, Hawesville, KentuckyTeraWulf Inc.
$19.0B
INFRA
AI / DATA CENTRES
SIGNED
03 JUL 2026
Pure DC
Debt financing secured against Dublin & Amsterdam data centre campusesUndisclosed Lenders
$2.7B
FUNDING
DATA CENTRES
CLOSED
29 JUN 2026
Digital Realty
Purchase of Blackstone’s 64% interest in three Northern Virginia data centresBlackstone
$3.5B
M&A
DATA CENTRES
CONFIRMED
25 JUN 2026
Constellation Energy
1.2GW nuclear PPA – dedicated capacity for hyperscale AI demand (per SEC 8-K)Undisclosed Hyperscaler
1.2GW
PPA
ENERGY
SIGNED
03 JUL 2026
Switch
Seeking new funding round to expand AI data centre capacityUndisclosed Investors
$2.0B
FUNDING
DATA CENTRES
PENDING
26 MAY 2026
Enlight / Clēnera
200MW
PPA
ENERGY
SIGNED
23 FEB 2026
Amazon
Data centre campuses – Caddo & Bossier Parishes, Northwest LouisianaInternal CapEx Programme
$12.0B
CAPEX
DATA CENTRES
CONFIRMED
APR 2026
Bridge Data Centres
Bain Capital divesting controlling stake – Southeast Asia & India platformBain Capital
$5.0B
M&A
DATA CENTRES
PENDING
Top Stories
- AI & Machine Learning
ChipAgents Raises $60M to Scale AI Semiconductor Design Infrastructure
AI Semiconductor Startup Targets Next Phase of Chip Innovation ChipAgents has secured $60 million in a Series C funding round.
- 3 min read
- AI & Machine Learning
Nscale is significantly increasing its physical presence in London as the AI
- 3 min read
- Power & Energy Grid
As grid delays continue to slow hyperscale deployments, infrastructure developers are increasingly
- 3 min read
Also in the News
China’s AI infrastructure race is entering another phase of hyperscale expansion as DeepSeek reportedly
- Data Centers
CleanCore Solutions has secured one of its largest infrastructure commitments since entering the AI
- Data Centers
AI infrastructure startup raises Series C to expand GPU cloud capacity The race to
- Neo Clouds
Germany’s energy transition is increasingly creating opportunities beyond electricity generation. Utilities are beginning to
- Data Centers
Saudi Arabia’s digital infrastructure pipeline could soon expand again as Al Moammar Information Systems
- Data Centers
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
Upcoming Events
TBD
TBD
The AI Infrastructure Race (India)
WEBINAR · ONLINE
The AI Infrastructure Race: Won on Power, Land and Trust — Not Capital
MAY
0
AI Infrastructure Summit
DUBAI · IN PERSON
MEA’s premier AI infrastructure event.
MAY
0
Neo Cloud Investor Day — NYC
NEW YORK · HYBRID
GPU-as-a-service market outlook with CoreWeave, Lambda & peers.
JUN
0
0
Compute Forecast Summit
SINGAPORE · IN PERSON
Our flagship APAC event. Early bird open.
COMPUTE WEEKLY
The briefing that 40,000+ tech leaders read every Monday. Sharp, fast, essential.
Most Read
Nebius is discovering that hyperscale growth comes with a measurable environmental cost. The European
- Sustainability
Google is reinforcing the energy foundation behind its expanding cloud and AI footprint in
- Power & Energy Grid
Newly established neocloud provider Kidz AI has signed a Memorandum of Understanding (MoU) with
- AI & Machine Learning
India’s Electromech Infraprojects Ltd. (EIL) is expanding its international digital infrastructure ambitions after signing
- Data Centers
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 →
Sarvam AI Raises Series C To Expand AI GPU Infrastructure Capacity Artificial intelligence companies
- Neo Clouds
Samsung Heavy Industries (SHI) has now taken its floating data center program into the
- Data Centers
SoftBank has taken another step in expanding its artificial intelligence infrastructure ambitions by backing
- AI & Machine Learning
Clearway has withdrawn plans to build a natural gas-powered data center project on federal
- Power & Energy Grid
AI Cloud Capacity Becomes the New Battleground Beyond Chip Sales Nvidia is moving beyond
- Neo Clouds
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
- World
Idle AI Infrastructure Costs: Hidden Impact of Underutilized Capacity
- 12 min read
- AI & Machine Learning
- World
Can I Deploy My Next LLM Training Cluster Without Re-Training My Entire Ops Team?
- 18 min read
- AI & Machine Learning
How Infrastructure Flexibility Could Become More Valuable Than Infrastructure Scale
- 7 min read
- AI & Machine Learning
- India
India’s Data Center Tax Reforms Are Rewriting the Rules of AI Deployment Speed
- 3 min read
- AI & Machine Learning
- World
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
- 3 min read
Neo Clouds
- Neo Clouds
NITDA Positions Nigeria As Africa’s Trusted Cloud Hub
Nigeria’s technology regulator has moved from policy talk to legal architecture, signing a set of
- 6 MIN
- Neo Clouds
Why Substations Are Sovereignty: The 18-Month Grid Queue Deciding Australia’s AI Future
- 20 MIN
- Neo Clouds
If Your Region Has No Transformer, Your Data Residency Plan Has No Home?
- 19 MIN
- Neo Clouds
The Rise of the Energy-First Developer: When Neoclouds Become Power Companies
- 19 MIN
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
Inside NanoTherma’s Mission To Turn Data Center Heat Valuable
Artificial intelligence has fundamentally changed how data centers consume electricity, forcing infrastructure developers to reconsider
- 4 MIN
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Liquid & Immersion Cooling
Future-Proof AI Data Centers With Hybrid Cooling That Adapts and Protects
- 6 MIN
- Liquid & Immersion Cooling
Why Water Is Emerging as AI’s Biggest Infrastructure Challenge
- 5 MIN
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
AWS Quietly Challenged the Industry’s Water Status Quo
The infrastructure conversation around artificial intelligence rarely stays confined to processors, networking, or computing capacity.
- 4 MIN
- Sustainability
The Carbon Accounting Trick With Liquid Cooling
- 19 MIN
- Sustainability
Not All Green Electrons Are Equal: Location vs Procurement in Sustainability Claims
- 14 MIN
- Sustainability
Will Moving Regions Reduce Our Carbon Bill and ESG Risk?
- 5 MIN
- Sustainability
Your ESG Report is Being Written Inside Your Electrical Room
- 6 MIN
- Sustainability
The Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too
- 6 MIN
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
ABB Bets on LevelTen to Reshape Clean Procurement
- Power & Energy Grid
ABB is taking a deeper position in the fast-changing clean power market with a strategic
- 5 MIN
- Power & Energy Grid
Amogy and 2G Energy Validates Ammonia-to-Power System for Data Centers
- 3 MIN
- Power & Energy Grid
Clearway Abandons Nevada Gas-Powered Data Center Proposal
- 4 MIN
- Power & Energy Grid
Google Expands Oklahoma Clean Energy Strategy With RWE Solar
- 3 MIN
- Power & Energy Grid
Eurus Energy and Toyota Tsusho Launch Japan’s First Wind-Connected Data Center
- 3 MIN
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
Groundcover Secures $100M to Expand AI Operations Infrastructure
- 3 MIN
- Data Centers
Lumilens Raises $700M to Reinvent Data Center Connectivity
- 3 MIN
- AI & Machine Learning
ChipAgents Raises $60M to Scale AI Semiconductor Design Infrastructure
- 3 MIN
- Data Centers
SOM Unveils Vertical Data Center for Downtown Kansas City
- 3 MIN
Regional Trending
Live
- World
- Liquid & Immersion Cooling
What Makes an AI-Ready Data Center Different Beyond GPUs?
Artificial intelligence infrastructure is often discussed through the lens of processors. Advanced GPUs and accelerators
- 14 MIN
- AI & Machine Learning
Idle AI Infrastructure Costs: Hidden Impact of Underutilized Capacity
- 12 MIN
- Neo Clouds
NITDA Positions Nigeria As Africa’s Trusted Cloud Hub
- 6 MIN
- AI & Machine Learning
The Untold Story Behind AI’s Water Consumption Boom
- 7 MIN
Opinion
all →
- Sustainability
AWS Quietly Challenged the Industry’s Water Status Quo
- 4 MIN
- Data Centers
AI’s Power Whiplash Is Starting To Break Data Centers
- 6 MIN
- Data Centers
AI Infrastructure Energy Management: Data Center Power Strategy
- 5 MIN
- Sustainability
Net Zero Data Centers Need More Than Renewable Energy Contracts
- 5 MIN
Articles
all →
- AI & Machine Learning
Idle AI Infrastructure Costs: Hidden Impact of Underutilized Capacity
- 12 MIN
- Neo Clouds
NITDA Positions Nigeria As Africa’s Trusted Cloud Hub
- 6 MIN
- AI & Machine Learning
The Untold Story Behind AI’s Water Consumption Boom
- 7 MIN
- AI & Machine Learning
AI Infrastructure Is Creating a New Class of Enterprise Risk That CIOs Cannot Ignore
- 9 MIN
Blogs
all →
- Neo Clouds
The Compliance Distance Between Your Data and Their Gigawatt Build
- 6 MIN
- AI & Machine Learning
How Infrastructure Flexibility Could Become More Valuable Than Infrastructure Scale
- 7 MIN
- Data Centers
RPP or Busway? The Decision That Locks Your White Space for 7 Years
- 5 MIN
- AI & Machine Learning
The Fibre You Can’t See: Why Telecommunications Redundancy Is Harder Regionally
- 6 MIN
LONGREADS
all →
- Liquid & Immersion Cooling
What Makes an AI-Ready Data Center Different Beyond GPUs?
- 14 MIN
- Liquid & Immersion Cooling
When Dry Cooling Isn’t Free: The Hidden Fan Power Tax on Zero-Water Designs
- 19 MIN
- Data Centers
Hyperscale, Colo, Edge: One EPOD Platform, Three Deployment Realities
- 15 MIN
- AI & Machine Learning
Can I Deploy My Next LLM Training Cluster Without Re-Training My Entire Ops Team?
- 18 MIN
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
From Misconception to Momentum: 2026 Trends for the UK’s Data Centre Sector
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 Makes an AI-Ready Data Center Different Beyond GPUs?
Artificial intelligence infrastructure is often discussed through the lens of processors. Advanced GPUs and accelerators receive significant attention because they
Groundcover Secures $100M to Expand AI Operations Infrastructure
Groundcover Raises $100M to Advance AI Observability Infrastructure Groundcover has raised $100 million in a Series C funding round as
Idle AI Infrastructure Costs: Hidden Impact of Underutilized Capacity
The Economics of Idle AI Infrastructure: Why Underutilized Capacity Could Become a Hidden Cost. AI infrastructure cost optimization has become
Hydrogen fuel cells for data center power
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
The Compliance Distance Between Your Data and Their Gigawatt Build
A customer can send information to a provider from one city and still have the resulting workload processed hundreds or
NITDA Positions Nigeria As Africa’s Trusted Cloud Hub
Nigeria’s technology regulator has moved from policy talk to legal architecture, signing a set of instruments designed to anchor the
Industry Intelligence
Premium
Market Intelligence
Top 10 Impactful Players in Data Infrastructure Series: Part 4
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale. The conversation around data infrastructure is
- 10 MIN
- Liquid & Immersion Cooling
Cooling the Future: How Refroid Is Rewriting the Rules of AI Data Center Thermal Management
- 25 MIN
- Data Centers
Top 10 Impactful Players in Data Infrastructure Series: Part 3
- 7 MIN
- Data Centers
The Substation Is No Longer Someone Else’s Problem
- 5 MIN
- Data Centers
AI Is Changing Where, How, and How Fast We Build Data Centers
- 5 MIN
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
- 3 MIN
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era
- 6 MIN
- Power & Energy Grid
The Middle East’s Greatest Energy Asset Stays Unused
- 4 MIN
- Power & Energy Grid
Energy Bulls May Be Ignoring Their Biggest Threat
- 3 MIN
- Neo Clouds
Neocloud AI Infrastructure Market: How Specialized Providers Could Reshape AI Computing
- 5 MIN
- Sustainability
We’ve Simplified Data Centers Into Environmental Villains Too Quickly
- 4 MIN