Skip to content 
- Sustainability
Kyocera Ventures, the investment arm of Japan’s Kyocera Corporation, has made a
- 3 min read
- Kiara Mandavia
Latest News
September 4, 2026
- Breaking
India is positioning its data centre industry for a potential investment wave of more than $200 billion as artificial intelligence,
- Data Centers
- 5 min read
- Aakruti Thakkar
- Sustainability
Tersis Technologies has entered a non-binding Memorandum of Understanding with Flux Core Data Systems and Energy, creating a partnership aimed
- Sustainability
- 3 min read
- Kiara Mandavia
- Data Centers
Reykjavík, Iceland, September 2nd, 2026 – atNorth, the leading Nordic high-density colocation and built-to-suit data center provider, today announced that
- Data Centers
- 3 min read
- Mahek Mandavia
- AI & Machine Learning
Amazon Web Services is extending its physical infrastructure deeper into the Pacific with a new 420 Tbps subsea cable linking
- AI & Machine Learning
- 3 min read
- Kiara Mandavia
Reach 40,000+ senior technology leaders and infrastructure decision-makers
Premium placements available · computeforecast.com/advertise
- 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
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
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
- Data Centers
SLB is making one of its clearest moves yet into the data center economy, agreeing to acquire thermal management specialist
- 6 min read
- Aakruti Thakkar
- Data Centers
ST Telemedia Global Data Centres (STTGDC) has completed its acquisition by a
- 3 min read
- Kiara Mandavia
- AI & Machine Learning
Blue Owl Capital has committed $2.4 billion to help IREN accelerate its
- 4 min read
- Mahek Mandavia
Also in the News
Digital Realty has started construction on ZUR4, a new data center in Glattbrugg, Switzerland,
- Data Centers
- Kiara Mandavia
Amazon Web Services is preparing for another major expansion of its AI computing infrastructure,
- Neo Clouds
- Mahek Mandavia
MTN Group is deepening its data center ambitions through a new partnership with a
- Data Centers
- Kiara Mandavia
Eurofiber has secured €2.2 billion in long-term financing through a sustainability-linked refinancing, giving the
- Sustainability
- Kiara Mandavia
India’s accelerating data centre construction cycle is creating a widening market for companies that
- Data Centers
- 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
Upcoming Events
TBD
24
SEP
WEBINAR · ONLINE · REGISTER NOW
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
OpenAI has secured warrants in power infrastructure company SB Energy valued at roughly $5.5
- Power & Energy Grid
- Kiara Mandavia
SLB is moving deeper into the physical infrastructure supporting the artificial intelligence boom with
- Data Centers
- Kiara Mandavia
Anthropic has signed a roughly $45 billion cloud agreement with UK-based AI infrastructure company
- AI & Machine Learning
- Mahek Mandavia
Delaware has moved to put a harder financial and energy boundary around the expansion
- Power & Energy Grid
- 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 →
ESDS Puts AI Infrastructure at IPO Core ESDS Software Solution is taking a distinctly
- Data Centers
- Aakruti Thakkar
OnZero Finland is taking a different approach to the growing energy burden of AI
- Liquid & Immersion Cooling
- Kiara Mandavia
HUMAIN and DataVolt are moving a major piece of Saudi Arabia’s AI infrastructure strategy
- AI & Machine Learning
- Kiara Mandavia
CoreSite has expanded its Oracle Cloud connectivity footprint with a new OCI FastConnect on-ramp
- Neo Clouds
- Mahek Mandavia
Yotta Plans a 95,000-GPU AI Deployment Yotta Data Services is preparing a major expansion
- AI & Machine Learning
- 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
- 5 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 19 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 5 min read
- Aakruti Thakkar
- AI & Machine Learning
- APAC
- 4 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
Papua New Guinea has stepped onto the sovereign compute map with the launch of Kumul
- 5 MIN
- Kiara Mandavia
- Neo Clouds
- 17 MIN
- Kiara Mandavia
- Neo Clouds
- 20 MIN
- Kiara Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
A joint research effort out of Germany and Japan has produced a working prototype that
- 5 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 9 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 4 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Aakruti Thakkar
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
The AI upgrade question is becoming a replacement question A data center can be technically
- 4 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Kiara Mandavia
- Sustainability
- 7 MIN
- Mahek Mandavia
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
OpenAI has secured warrants in power infrastructure company SB Energy valued at roughly $5.5 billion,
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Mahek Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Mahek 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
- Mahek Mandavia
Regional Trending
Live
- World
- Data Centers
A server warranty can become much harder to interpret when the machine moves from air
- 32 MIN
- Aakruti Thakkar
- Data Centers
- 11 MIN
- Aakruti Thakkar
Opinion
- Sustainability
- 4 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 4 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 4 MIN
- Mahek Mandavia
Articles
- Data Centers
- 11 MIN
- Aakruti Thakkar
Blogs
- AI & Machine Learning
- 5 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Kiara Mandavia
- AI & Machine Learning
- 6 MIN
- Mahek Mandavia
- AI & Machine Learning
- 6 MIN
- Kiara Mandavia
LONGREADS
- Data Centers
- 32 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 19 MIN
- Kiara Mandavia
- Data Centers
- 16 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 25 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
What Happens to Data Center Warranties When Servers Move Into Liquid?
A server warranty can become much harder to interpret when the machine moves from air into liquid. The change involves
Piyush Goyal Targets $200 Billion India Data Centres
India is positioning its data centre industry for a potential investment wave of more than $200 billion as artificial intelligence,
Global Data Center Spending Heads Toward $31.6T by 2050
Global spending on data centers is on pace to hit $31.6 trillion through 2050, an unprecedented capital commitment tied directly
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
AI Infrastructure Is Reaching the Limits of Physical Connectivity
A large AI cluster can deliver enormous compute capacity while still losing efficiency when data cannot move between resources quickly
Europe AI Data Centers Moving North for Renewable Energy
Europe’s AI infrastructure is becoming an energy-location story Europe’s artificial intelligence buildout is changing how developers evaluate data center locations
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
Newsletter
Every Monday, 7AM ET
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
Subscribe Free
Instant access · No credit card · Unsubscribe anytime
Joined by readers at NVIDIA, Microsoft, Blackstone & 40,000+ others
