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- AI & Machine Learning
Japan is moving to connect quantum computing with the infrastructure behind artificial
- 2 min
- Kiara Mandavia
Latest News
October 30, 2026
- Breaking
Larsen & Toubro‘s AI cloud and hyperscale data centre business, Vyoma.AI, has broken ground on a 52MW AI-ready facility in
- Liquid & Immersion Cooling
- 6 min
- Aakruti Thakkar
- Data Centers
Anant Raj Limited is positioning Haryana for a larger role in India’s digital infrastructure market, signing an agreement with the
- Data Centers
- 3 min
- Kiara Mandavia
- Sustainability
Australian water infrastructure company coNEXA plans to invest A$250 million in expanding its AquaNet recycled water network across Western Sydney,
- Sustainability
- 3 min
- Mahek Mandavia
- AI & Machine Learning
Germany’s former nuclear power plant sites could find a new role in the country’s expanding artificial intelligence infrastructure, as energy
- AI & Machine Learning
- 3 min
- Kiara Mandavia
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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
- Power & Energy Grid
The UK government has introduced a new policy framework that could give strategically important data centers faster access to electricity
- 6 min
- Aakruti Thakkar
- Neo Clouds
General Compute has raised $100 million in Series A funding, giving the
- 2 min
- Kiara Mandavia
- Data Centers
STTGDC has secured a US$590 million green loan facility to finance the
- 4 min
- Mahek Mandavia
Also in the News
Infineon is expanding its collaboration with Nvidia to address one of AI infrastructure’s most
- AI & Machine Learning
- Kiara Mandavia
Italy is positioning itself for a larger role in Europe’s digital infrastructure market, with
- Data Centers
- Mahek Mandavia
Carrier Expands U.S. Manufacturing to Meet AI Cooling Demand Carrier Global plans to invest
- Liquid & Immersion Cooling
- Aakruti Thakkar
Soluna and Applied Digital have signed a definitive agreement to develop a 50MW data
- Data Centers
- Kiara Mandavia
T-Mobile has completed an AI-RAN voice call on its live commercial 5G network alongside
- AI & Machine Learning
- Mahek Mandavia
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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Most Read
Tata Communications plans to invest $450 million in a high-speed, long-haul fibre network designed
- AI & Machine Learning
- Mahek Mandavia
India’s AI infrastructure race is moving beyond cloud platforms and chip access toward the
- Neo Clouds
- Kiara Mandavia
Masdar is expanding its European renewable energy strategy with a solar acquisition in Greece
- Power & Energy Grid
- Kiara Mandavia
Libya is pursuing a larger role in the digital infrastructure connecting Europe and Africa,
- Data Centers
- 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 →
CoreWeave has expanded its international artificial intelligence infrastructure with a new deployment in Denmark
- AI & Machine Learning
- Aakruti Thakkar
Siemens and Nvidia are taking industrial AI beyond the factory floor, targeting the engineering
- AI & Machine Learning
- Kiara Mandavia
Elon Musk has delivered a stark warning to the AI infrastructure market just as
- Neo Clouds
- Mahek Mandavia
MTN Group is moving to deepen its position in Africa’s digital infrastructure market, with
- Data Centers
- Kiara Mandavia
Meta Platforms plans to raise as much as $95 billion through equity offerings as
- 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
- APAC
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- Kiara Mandavia
- AI & Machine Learning
- World
- 17 min
- Mahek Mandavia
- AI & Machine Learning
- World
- 6 min
- Kiara Mandavia
- AI & Machine Learning
- North America
- 4 min
- Kiara Mandavia
- AI & Machine Learning
- World
- 3 min
- Kiara Mandavia
Neo Clouds
- Neo Clouds
When Reserved GPU Capacity Fails Acceptance Tests A Neocloud customer may reserve thousands of GPUs
- 10 MIN
- Aakruti Thakkar
- Neo Clouds
- 18 MIN
- Aakruti Thakkar
- Neo Clouds
- 19 MIN
- Kiara Mandavia
- Neo Clouds
- 18 MIN
- Kiara Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
The Repair That Exposes a Larger Infrastructure Problem A technician preparing to replace a faulty
- 10 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 10 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 8 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 11 MIN
- Aakruti Thakkar
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
A failed accelerator can become a financial problem long before its replacement arrives. The hardware
- 7 MIN
- Aakruti Thakkar
- Sustainability
- 22 MIN
- Aakruti Thakkar
- Sustainability
- 47 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Aakruti Thakkar
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
The UK government has introduced a new policy framework that could give strategically important data
- 6 MIN
- Aakruti Thakkar
- 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
- Data Centers
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
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- 2 MIN
- Kiara Mandavia
Regional Trending
Live
- World
- Neo Clouds
n creates a practical challenge for neocloud customers. A provider may maintain a tested baseline
- 18 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 10 MIN
- Aakruti Thakkar
- Data Centers
- 5 MIN
- Mahek Mandavia
Opinion
- Data Centers
- 4 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 6 MIN
- Aakruti Thakkar
Articles
- Liquid & Immersion Cooling
- 10 MIN
- Aakruti Thakkar
- Data Centers
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- Mahek Mandavia
- Power & Energy Grid
- 6 MIN
- Kiara Mandavia
Blogs
- Data Centers
- 7 MIN
- Aakruti Thakkar
- Data Centers
- 6 MIN
- Kiara Mandavia
- AI & Machine Learning
- 6 MIN
- Kiara Mandavia
LONGREADS
- Neo Clouds
- 18 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 17 MIN
- Mahek Mandavia
- AI & Machine Learning
- 16 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 17 MIN
- Kiara Mandavia
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
When AI Software Updates Outpace Neocloud Infrastructure Qualification
n creates a practical challenge for neocloud customers. A provider may maintain a tested baseline for its standard service, yet
L&T’s Vyoma.AI Breaks Ground on 52MW AI Data Center in Chennai
Larsen & Toubro‘s AI cloud and hyperscale data centre business, Vyoma.AI, has broken ground on a 52MW AI-ready facility in
When a Liquid-Cooled AI Rack Needs a Repair but Cannot Be Isolated Cleanly
The Repair That Exposes a Larger Infrastructure Problem A technician preparing to replace a faulty component inside a liquid-cooled AI
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
AI Data Center Buyers Should Ask How Maintenance Access Is Protected During Expansion
Expansion Can Change How Existing Infrastructure Gets Maintained Consider a situation where an engineer arrives for a scheduled inspection and
New Data Centers Could Emit More Carbon Than Mexico
The United States faces a consequential test of its energy transition as artificial intelligence infrastructure expands faster than the electricity
Industry Intelligence
Premium
Market Intelligence
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale.
- 10 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 25 MIN
- Sanjana Mandavia
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
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- Kiara Mandavia
- AI & Machine Learning
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Newsletter
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COMPUTE WEEKLY
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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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