- AI & Machine Learning
Artificial intelligence chip startup Etched has secured $300 million in a Series
- 3 min read
Latest News
July 29, 2026
- Breaking
SK Group and NVIDIA Launch $500 Billion AI Infrastructure Partnership
SK Group and NVIDIA have significantly expanded their long-standing relationship with a $500 billion-plus strategic partnership designed to accelerate artificial
- AI & Machine Learning
- 3 min read
- Sustainability
Sustainability now defines the next phase of data center development rather than serving only as an environmental commitment. As operators
- Sustainability
- 3 min read
- AI & Machine Learning
Orange is preparing one of France’s largest digital infrastructure investments through a planned €3 billion (US$3.14 billion) joint venture with
- AI & Machine Learning
- 3 min read
- Data Centers
Compass Datacenters has raised $413 million through its latest asset-backed securities (ABS) transaction, reinforcing its leadership in one of digital
- Data Centers
- 4 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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40+ CHARTS
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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
- Sustainability
ADB Backs Malaysia’s First Green Data Center Sukuk
Malaysia’s push to become Southeast Asia’s next digital infrastructure powerhouse received a significant boost after the Asian Development Bank (ADB)
- 3 min read
- AI & Machine Learning
Bitcoin treasury company Empery Digital is expanding its presence in artificial intelligence
- 3 min read
- Power & Energy Grid
Japan’s effort to align renewable power generation with digital infrastructure reached a
- 3 min read
Also in the News
Telefónica is once again exploring a sale of its Telxius subsea cable business, reopening
- AI & Machine Learning
CyrusOne is deepening its investment across Texas with plans to develop a new $500
- Data Centers
BlackRock-backed Global Infrastructure Partners (GIP) and construction giant ACS Group have officially unveiled Coravel,
- Data Centers
Japan’s artificial intelligence infrastructure market is entering a new phase where power resilience is
- Power & Energy Grid
Amazon Web Services (AWS) has officially begun construction of its flagship data center campus
- 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
Core42 has entered a strategic partnership with UAE telecommunications provider e& to deliver sovereign
- Neo Clouds
A consortium comprising BlackRock’s Global Infrastructure Partners (GIP), the AI Infrastructure Partnership (AIP), and
- AI & Machine Learning
India’s artificial intelligence infrastructure ambitions may be entering a new phase as Tata Consultancy
- AI & Machine Learning
Latin American telecommunications infrastructure provider Cirion Technologies has started repair operations on a damaged
- 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 →
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
OpenAI is preparing one of the largest artificial intelligence infrastructure projects ever proposed in
- AI & Machine Learning
The next phase of AI infrastructure is shifting from standalone hardware innovation toward integrated
- AI & Machine Learning
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
California AI Data Center Water Dispute Signals a New Challenge for AI Infrastructure Growth
- 4 min read
- AI & Machine Learning
- Europe
Why Connection Offers Are Being Sold as Secured Power in Europe’s AI Pipeline
- 15 min read
- AI & Machine Learning
- World
Location Arbitrage Is Dead: Why Enterprise AI Now Depends on Grid Power Quality
- 6 min read
- AI & Machine Learning
- North America
Every AI Megawatt Now Comes With A Surcharge, Remember Meta?
- 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
Future-Proof AI Data Centers With Hybrid Cooling That Adapts and Protects
Artificial intelligence has changed data center design faster than many operators expected. Traditional facilities supported
- 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
- Liquid & Immersion Cooling
SoftBank’s Battery Strategy Could Reshape AI Data Center Infrastructure in Japan
- 5 MIN
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
Singapore’s Decarbonization Strategy Needs Underground Thinking First
Singapore rarely enters energy conversations as a country defined by what exists beneath its surface.
- 5 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
The Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too
- 6 MIN
- Sustainability
The Sustainability Report Gap: Why Mixed-Scale Operations Are Hard to Defend to Your Board
- 5 MIN
- Sustainability
Overbuilding Is a Sustainability Liability You Inherit
- 6 MIN
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
Eurus Energy and Toyota Tsusho Launch Japan’s First Wind-Connected Data Center
- Power & Energy Grid
Japan’s effort to align renewable power generation with digital infrastructure reached a significant milestone after
- 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
- Power & Energy Grid
Proxima Fusion Secures €411 Million with Backing from Google
- 4 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
SK Group and NVIDIA Launch $500 Billion AI Infrastructure Partnership
- 3 MIN
- AI & Machine Learning
Orange Unveils €3 Billion France AI Infrastructure Partnership with Morrison
- 3 MIN
- Data Centers
Compass Datacenters Secures $413 Million Through New ABS Issuance
- 4 MIN
- AI & Machine Learning
Etched Raises $300 Million, Reaches $10.3 Billion Valuation After Fresh Funding
- 3 MIN
Regional Trending
Live
- World
- Liquid & Immersion Cooling
When Your Cooling Architecture Becomes a Pricing Strategy Problem
Pricing an AI inference service often begins with accelerator selection, software optimization, networking, and expected
- 14 MIN
- Power & Energy Grid
What Triggered PJM’s Massive Data Center Load Drop Incident
- 5 MIN
- AI & Machine Learning
California AI Data Center Water Dispute Signals a New Challenge for AI Infrastructure Growth
- 4 MIN
- AI & Machine Learning
How Verizon Became a Key AI Connectivity Partner for Google
- 5 MIN
Opinion
all →
- AI & Machine Learning
Every AI Megawatt Now Comes With A Surcharge, Remember Meta?
- 4 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
Articles
all →
- Power & Energy Grid
What Triggered PJM’s Massive Data Center Load Drop Incident
- 5 MIN
- AI & Machine Learning
California AI Data Center Water Dispute Signals a New Challenge for AI Infrastructure Growth
- 4 MIN
- AI & Machine Learning
How Verizon Became a Key AI Connectivity Partner for Google
- 5 MIN
When AI Data Centers Challenge Grid Stability Beyond Electricity Demand
- 3 MIN
Blogs
all →
- Sustainability
The Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too
- 6 MIN
- Power & Energy Grid
Phased Energization Does Not Create Grid Capacity. Here’s What It Actually Solves
- 6 MIN
- Data Centers
The Five-Factor Underwriting Model Is Now the Minimum Bar for Gigawatt Sites
- 5 MIN
- Power & Energy Grid
Every Campus Now Pulls Like a Small City. The Grid Didn’t Get the Memo
- 6 MIN
LONGREADS
all →
- Liquid & Immersion Cooling
When Your Cooling Architecture Becomes a Pricing Strategy Problem
- 14 MIN
- Data Centers
N, N+1, 2N: The Same Letters Mean Different Things in White and Grey
- 20 MIN
- Neo Clouds
If Your Region Has No Transformer, Your Data Residency Plan Has No Home?
- 19 MIN
- Power & Energy Grid
The Co-Location Model: What Happens When BESS Moves Inside the Data Centre Fence
- 21 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
When Your Cooling Architecture Becomes a Pricing Strategy Problem
Pricing an AI inference service often begins with accelerator selection, software optimization, networking, and expected utilization because those variables appear
SK Group and NVIDIA Launch $500 Billion AI Infrastructure Partnership
SK Group and NVIDIA have significantly expanded their long-standing relationship with a $500 billion-plus strategic partnership designed to accelerate artificial
What Triggered PJM’s Massive Data Center Load Drop Incident
The world’s largest cluster of hyperscale data centers briefly demonstrated how deeply digital infrastructure is now intertwined with electricity networks
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 Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too
Artificial intelligence infrastructure continues expanding under ambitious decarbonisation commitments, yet one essential asset rarely receives equivalent environmental examination during sustainability
California AI Data Center Water Dispute Signals a New Challenge for AI Infrastructure Growth
The artificial intelligence infrastructure boom is creating a new generation of policy debates that extend well beyond semiconductors, electricity, and
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
- AI & Machine Learning
The AI Boom Needs Stronger Indigenous Land Safeguards
- 4 MIN
- Power & Energy Grid
Britain’s Grid Is Holding Renewable Energy Hostage Today
- 4 MIN
- Data Centers
New York Data Centers Ban Won’t Make AI Infrastructure More Affordable
- 4 MIN
- Power & Energy Grid
Empty Grid Promises Can No Longer Survive India
- 4 MIN