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- AI & Machine Learning
Orange is preparing one of France’s largest digital infrastructure investments through a
- 3 min read
Latest News
July 31, 2026
- Breaking
Uniper Advances Hesse Data Center Hub With Integrated Energy Infrastructure in Germany
Germany’s energy transition is increasingly creating opportunities beyond electricity generation. Utilities are beginning to reposition retired thermal power assets as
- Data Centers
- 3 min read
- Data Centers
Saudi Arabia’s digital infrastructure pipeline could soon expand again as Al Moammar Information Systems (MIS) evaluates another wave of data
- Data Centers
- 3 min read
- AI & Machine Learning
Government and Industry Unite to Build an Integrated AI Infrastructure Ecosystem South Korea is moving beyond individual artificial intelligence investments
- AI & Machine Learning
- 3 min read
- AI & Machine Learning
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
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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
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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
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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
- Sustainability
Tata Projects Says Sustainable Data Centers Are Becoming India’s Next Infrastructure Imperative
Sustainability now defines the next phase of data center development rather than serving only as an environmental commitment. As operators
- 3 min read
- Data Centers
Compass Datacenters has raised $413 million through its latest asset-backed securities (ABS)
- 4 min read
- Sustainability
Malaysia’s push to become Southeast Asia’s next digital infrastructure powerhouse received a
- 3 min read
Also in the News
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
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
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
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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.
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COMPUTE WEEKLY
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Most Read
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
Core42 has entered a strategic partnership with UAE telecommunications provider e& to deliver sovereign
- Neo Clouds
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 →
Artificial intelligence chip startup Etched has secured $300 million in a Series C funding
- AI & Machine Learning
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
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
- Data Centers
Uniper Advances Hesse Data Center Hub With Integrated Energy Infrastructure in Germany
- 3 MIN
- Data Centers
MIS Explores Three New Data Centers Across Saudi Arabia
- 3 MIN
- AI & Machine Learning
South Korea Forms National AI Alliance to Coordinate 18.4GW Data Center Expansion
- 3 MIN
- AI & Machine Learning
SK Group and NVIDIA Launch $500 Billion AI Infrastructure Partnership
- 3 MIN
Regional Trending
Live
- World
- Liquid & Immersion Cooling
Choosing Between Lower PUE and Lower WUE: What That Means for Your ESG Audit
Modern digital infrastructure rarely creates sustainability questions with simple answers. Every design decision shifts environmental
- 16 MIN
India’s AI Ambitions Demand 26.3 GW By 2031- 2032
- 6 MIN
- Data Centers
Why One New Jersey Data Center Ban Sparked $300M Lawsuit
- 4 MIN
- Data Centers
AI’s New Gatekeepers Live Outside Silicon Valley
- 7 MIN
Opinion
all →
- Power & Energy Grid
Georgia’s Pop-Up Plant Sets A Risky Infrastructure Precedent
- 4 MIN
- 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
Articles
all →
India’s AI Ambitions Demand 26.3 GW By 2031- 2032
- 6 MIN
- Data Centers
Why One New Jersey Data Center Ban Sparked $300M Lawsuit
- 4 MIN
- Data Centers
AI’s New Gatekeepers Live Outside Silicon Valley
- 7 MIN
- Power & Energy Grid
What Triggered PJM’s Massive Data Center Load Drop Incident
- 5 MIN
Blogs
all →
- Data Centers
Fiber Pathway Redundancy Is India’s Most Under-Engineered Risk
- 3 MIN
- Neo Clouds
Desalination For Data Centers: Coastal Fix or Cost Transfer?
- 5 MIN
- Power & Energy Grid
When Your Backup Becomes Your Grid: The 3.5x Caterpillar Backlog Breaking the Gas Escape Route
- 4 MIN
- Sustainability
The Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too
- 6 MIN
LONGREADS
all →
- Liquid & Immersion Cooling
Choosing Between Lower PUE and Lower WUE: What That Means for Your ESG Audit
- 16 MIN
- 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
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
Choosing Between Lower PUE and Lower WUE: What That Means for Your ESG Audit
Modern digital infrastructure rarely creates sustainability questions with simple answers. Every design decision shifts environmental impacts across multiple reporting categories
Uniper Advances Hesse Data Center Hub With Integrated Energy Infrastructure in Germany
Germany’s energy transition is increasingly creating opportunities beyond electricity generation. Utilities are beginning to reposition retired thermal power assets as
India’s AI Ambitions Demand 26.3 GW By 2031- 2032
India’s artificial intelligence infrastructure expansion is prompting a significant revision in national electricity planning after the Ministry of Power nearly
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
Fiber Pathway Redundancy Is India’s Most Under-Engineered Risk
Reliable connectivity often receives the same level of attention as power availability during hyperscale data center planning, yet physical fiber
Why One New Jersey Data Center Ban Sparked $300M Lawsuit
The legal battle unfolding in southern New Jersey highlights a broader conflict that has become increasingly common across the United
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
Ireland’s Grid Is Separating Builders From Speculators
- 4 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
