- Data Centers
China’s AI infrastructure race is entering another phase of hyperscale expansion as
- 3 min read
Latest News
August 4, 2026
- Breaking
IREN Secures Nvidia Backing to Scale AI Cloud Capacity
AI Cloud Capacity Becomes the New Battleground Beyond Chip Sales Nvidia is moving beyond its traditional role as a GPU
- Neo Clouds
- 3 min read
- Sustainability
Nebius is discovering that hyperscale growth comes with a measurable environmental cost. The European neocloud provider reported a dramatic increase
- Sustainability
- 3 min read
- Power & Energy Grid
Google is reinforcing the energy foundation behind its expanding cloud and AI footprint in Oklahoma through a new long-term renewable
- Power & Energy Grid
- 3 min read
- AI & Machine Learning
Newly established neocloud provider Kidz AI has signed a Memorandum of Understanding (MoU) with Limestone Networks to lease colocation space
- AI & Machine Learning
- 3 min read
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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
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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
- Data Centers
Electromech Infraprojects Expands Into GCC Data Centers Through Nova Capital Partnership
India’s Electromech Infraprojects Ltd. (EIL) is expanding its international digital infrastructure ambitions after signing a Memorandum of Understanding (MoU) with
- 3 min read
- Data Centers
CleanCore Solutions has secured one of its largest infrastructure commitments since entering
- 3 min read
- Neo Clouds
AI infrastructure startup raises Series C to expand GPU cloud capacity The
- 5 min read
Also in the News
Bitcoin treasury company Empery Digital is expanding its presence in artificial intelligence infrastructure with
- AI & Machine Learning
Japan’s effort to align renewable power generation with digital infrastructure reached a significant milestone
- Power & Energy Grid
Rubix Data Centers, the AI infrastructure development arm of Submer Group, will invest more
- Data Centers
Italy’s ambition to become one of Europe’s leading artificial intelligence infrastructure markets is gaining
- AI & Machine Learning
India’s sovereign artificial intelligence ambitions are entering a new phase as HCLTech expands beyond
- AI & Machine Learning
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
Orange is preparing one of France’s largest digital infrastructure investments through a planned €3
- AI & Machine Learning
Compass Datacenters has raised $413 million through its latest asset-backed securities (ABS) transaction, reinforcing
- Data Centers
Malaysia’s push to become Southeast Asia’s next digital infrastructure powerhouse received a significant boost
- Sustainability
Artificial intelligence chip startup Etched has secured $300 million in a Series C funding
- AI & Machine Learning
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 →
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
Government and Industry Unite to Build an Integrated AI Infrastructure Ecosystem South Korea is
- AI & Machine Learning
SK Group and NVIDIA have significantly expanded their long-standing relationship with a $500 billion-plus
- AI & Machine Learning
Sustainability now defines the next phase of data center development rather than serving only
- Sustainability
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
Trump AI Order Collides With Bipartisan Governance Push
- 6 min read
- AI & Machine Learning
- World
The Hidden Risk of Buying a Fixed AI Rack in 2026
- 20 min read
- AI & Machine Learning
- World
Five Trends Shaping AI Infrastructure in 2026
- 6 min read
- AI & Machine Learning
- World
Why AI Growth Should Prioritize AI Energy Efficiency Over Raw Compute Expansion
- 4 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
The APAC Neocloud Wave Is Redrawing Regional Compute Geography
Asia-Pacific’s New Compute Race Artificial intelligence infrastructure is entering a new phase across the Asia-Pacific
- 5 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
- Neo Clouds
Why NeoClouds Are Choosing Wasted Power Over Cheap Power
- 20 MIN
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
Why Cooling Has Become a Strategic Infrastructure Decision The rapid expansion of artificial intelligence workloads
- 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
- Liquid & Immersion Cooling
How Thermal Realities Forced India to Leapfrog to Liquid Cooling
- 5 MIN
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
We’ve Simplified Data Centers Into Environmental Villains Too Quickly
A single dashboard cannot tell an operator whether a data center is actually greener than
- 4 MIN
- Sustainability
Not All Green Electrons Are Equal: Location vs Procurement in Sustainability Claims
- 14 MIN
- Sustainability
The Rise of the Hectare-Watt: Land-Use Economics in Compute-Greenhouse Colocation
- 22 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
Google Expands Oklahoma Clean Energy Strategy With RWE Solar
- Power & Energy Grid
Google is reinforcing the energy foundation behind its expanding cloud and AI footprint in Oklahoma
- 3 MIN
- Power & Energy Grid
PowerX and Highreso Partner to Strengthen Japan’s AI Infrastructure Strategy
- 3 MIN
- Power & Energy Grid
Hitachi Energy Advances Frankfurt Data Center With Dedicated 110kV Grid Connection
- 3 MIN
- Power & Energy Grid
ECL and PowerCell Target 300 MW Hydrogen Buildout for AI Data Centers
- 3 MIN
- Power & Energy Grid
Leeward Renewable Energy Invests $1.5 Billion To Expand Oklahoma Solar Fleet
- 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
Kidz AI Signs Dallas Colocation Deal to Scale Enterprise AI Infrastructure
- 3 MIN
- Data Centers
Electromech Infraprojects Expands Into GCC Data Centers Through Nova Capital Partnership
- 3 MIN
- Data Centers
DeepSeek Targets 1GW AI Data Center Expansion in Inner Mongolia
- 3 MIN
- Data Centers
Cerebras Selects CleanCore For 10-Year Colocation Capacity
- 3 MIN
Regional Trending
Live
- Data Centers
Can the AI Boom Be Sustainable? The Race to Build Low-Carbon, Low-Water and Energy-Efficient Data Centers
Artificial intelligence has changed how people interact with technology, but every AI response depends on
- 16 MIN
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Power & Energy Grid
The Shock Absorber Model: BESS Between Grid and GPU
- 5 MIN
- Data Centers
Verrus Data Center Filing Bypasses Land Sale Roadblock Again
- 4 MIN
Opinion
all →
- 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
- Data Centers
Without Skilled Talent, India’s Data Center Boom Will Stall
- 4 MIN
- AI & Machine Learning
Why AI Growth Should Prioritize AI Energy Efficiency Over Raw Compute Expansion
- 4 MIN
Articles
all →
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Power & Energy Grid
The Shock Absorber Model: BESS Between Grid and GPU
- 5 MIN
- Data Centers
Verrus Data Center Filing Bypasses Land Sale Roadblock Again
- 4 MIN
- Data Centers
Why AI Factories Are Driving the Next Generation of Hyperscale Data Centers
- 9 MIN
Blogs
all →
- Liquid & Immersion Cooling
Why Liquid Cooling Could Become the New Normal for AI Data Centers
- 3 MIN
- Data Centers
Route Diversity on Paper vs. Route Diversity in the Ground
- 6 MIN
- Sustainability
Will Moving Regions Reduce Our Carbon Bill and ESG Risk?
- 5 MIN
- Neo Clouds
Connectivity Still Pays, Cooling Now Decides: Reordering Site Selection Criteria for AI
- 6 MIN
LONGREADS
all →
- Data Centers
Can the AI Boom Be Sustainable? The Race to Build Low-Carbon, Low-Water and Energy-Efficient Data Centers
- 16 MIN
- AI & Machine Learning
The Hidden Risk of Buying a Fixed AI Rack in 2026
- 20 MIN
- Data Centers
Inside-Out Design: Why Modern Campuses Are Planned From the Substation to the Splice
- 17 MIN
- Power & Energy Grid
The Cost Of Not Having Your Own Meter Data Strategy
- 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
Can the AI Boom Be Sustainable? The Race to Build Low-Carbon, Low-Water and Energy-Efficient Data Centers
Artificial intelligence has changed how people interact with technology, but every AI response depends on a physical system working behind
IREN Secures Nvidia Backing to Scale AI Cloud Capacity
AI Cloud Capacity Becomes the New Battleground Beyond Chip Sales Nvidia is moving beyond its traditional role as a GPU
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
Why Cooling Has Become a Strategic Infrastructure Decision The rapid expansion of artificial intelligence workloads is changing how data center
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
Why Liquid Cooling Could Become the New Normal for AI Data Centers
Artificial intelligence workloads are changing the physical requirements of computing infrastructure as organizations deploy larger models, more complex applications, and
The Shock Absorber Model: BESS Between Grid and GPU
A training cluster does not draw power the way a factory floor does. It idles, then it spikes, then it
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
- Data Centers
Loudoun Just Challenged Data Centers’ Unlimited Growth Assumption
- 4 MIN
- AI & Machine Learning
AI’s Space Expansion Could Become Humanity’s Costliest Infrastructure Gamble
- 4 MIN
- AI & Machine Learning
Powering AI Should Never Empower Foreign Adversaries
- 4 MIN
- Power & Energy Grid
Grid Stability Ends Where Accountability Quietly Begins
- 4 MIN