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- AI & Machine Learning
SpaceX and Tesla are putting $16.8 billion behind the first phase of
- 3 min read
Latest News
August 11, 2026
- Breaking
Polarise AI Gigafactories Target EU Tender With Consortium
Polarise is preparing to enter the European Union’s tender for a new generation of AI gigafactories, positioning the company inside
- AI & Machine Learning
- 4 min read
- AI & Machine Learning
Fish Audio has raised $52 million in seed funding as the voice AI company moves beyond text-to-speech and voice cloning
- AI & Machine Learning
- 6 min read
- AI & Machine Learning
Firmus has secured full commitments for a $2 billion strategic equity financing round, giving the Australian AI infrastructure company fresh
- AI & Machine Learning
- 4 min read
- Neo Clouds
Sharon AI has secured a five-year, US$373 million cloud computing agreement with a global artificial intelligence platform, giving the Australian
- Neo Clouds
- 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
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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
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
- AI & Machine Learning
Microsoft Activates Hyderabad Region in $20.5B AI Push
Microsoft Expands Azure Footprint in India Microsoft has activated its fourth Azure data center region in India, adding fresh cloud
- 5 min read
- Data Centers
The Trump administration is putting a new price barrier around one of
- 3 min read
- Power & Energy Grid
HD Hyundai Heavy Industries is turning its engine business into a bigger
- 3 min read
Also in the News
Samsung Heavy Industries (SHI) has now taken its floating data center program into the
- Data Centers
SoftBank has taken another step in expanding its artificial intelligence infrastructure ambitions by backing
- AI & Machine Learning
Clearway has withdrawn plans to build a natural gas-powered data center project on federal
- Power & Energy Grid
AI Cloud Capacity Becomes the New Battleground Beyond Chip Sales Nvidia is moving beyond
- Neo Clouds
Nebius is discovering that hyperscale growth comes with a measurable environmental cost. The European
- Sustainability
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
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COMPUTE WEEKLY
The briefing that 40,000+ tech leaders read every Monday. Sharp, fast, essential.
Most Read
The race to build AI infrastructure has largely favored sprawling campuses on inexpensive land,
- Data Centers
Nscale is significantly increasing its physical presence in London as the AI infrastructure company
- AI & Machine Learning
As grid delays continue to slow hyperscale deployments, infrastructure developers are increasingly evaluating alternative
- Power & Energy Grid
Sarvam AI Raises Series C To Expand AI GPU Infrastructure Capacity Artificial intelligence companies
- 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 →
Groundcover Raises $100M to Advance AI Observability Infrastructure Groundcover has raised $100 million in
- AI & Machine Learning
As GPU deployments accelerate, moving data efficiently between thousands of chips has become just
- Data Centers
ABB is taking a deeper position in the fast-changing clean power market with a
- Power & Energy Grid
The UK renewable energy market has gained a new heavyweight after Verdant Energy and
- Power & Energy Grid
AI Semiconductor Startup Targets Next Phase of Chip Innovation ChipAgents has secured $60 million
- 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
- India
India’s ₹26.75 Trillion AI and Data Centers Investment Wave Is Being Driven
- 4 min read
- AI & Machine Learning
- World
Can I Deploy My Next LLM Training Cluster Without Re-Training My Entire Ops Team?
- 18 min read
- AI & Machine Learning
How Infrastructure Flexibility Could Become More Valuable Than Infrastructure Scale
- 7 min read
- AI & Machine Learning
- North America
Zuckerberg Thinks $1 Billion Can Change AIData Center Politics
- 5 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
NITDA Positions Nigeria As Africa’s Trusted Cloud Hub
Nigeria’s technology regulator has moved from policy talk to legal architecture, signing a set of
- 6 MIN
- Neo Clouds
The Blurring Line: How Digital Twins Became the Permanent Operating System
- 17 MIN
- Neo Clouds
Why Substations Are Sovereignty: The 18-Month Grid Queue Deciding Australia’s AI Future
- 20 MIN
- Neo Clouds
If Your Region Has No Transformer, Your Data Residency Plan Has No Home?
- 19 MIN
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
KühlTherm Brings Made-in-India Liquid Cooling to AI Data Centers
India’s AI infrastructure buildout is creating a problem that cannot be solved by adding more
- 9 MIN
- Liquid & Immersion Cooling
Inside NanoTherma’s Mission To Turn Data Center Heat Valuable
- 4 MIN
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Liquid & Immersion Cooling
Future-Proof AI Data Centers With Hybrid Cooling That Adapts and Protects
- 6 MIN
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Data Centers, Power & Energy Grid, Sustainability
Why Data Center Carbon Emissions Are Becoming an Infrastructure Planning Problem
The infrastructure question is no longer only where capacity can be built A data center
- 6 MIN
- Power & Energy Grid, Sustainability
24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?
- 16 MIN
- Sustainability
The Carbon Accounting Trick With Liquid Cooling
- 19 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
HD Hyundai Heavy Industries Signs $674M U.S. Data Center Power Contract
- Power & Energy Grid
HD Hyundai Heavy Industries is turning its engine business into a bigger play for the
- 3 MIN
- Power & Energy Grid
Verdant Energy and Aura Power Create a 1GW UK Solar Platform
- 3 MIN
- Power & Energy Grid
Amogy and 2G Energy Validates Ammonia-to-Power System for Data Centers
- 3 MIN
- Power & Energy Grid
Clearway Abandons Nevada Gas-Powered Data Center Proposal
- 4 MIN
- Power & Energy Grid
Google Expands Oklahoma Clean Energy Strategy With RWE Solar
- 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
Fish Audio Raises $52M to Scale Voice AI Models
- 6 MIN
- AI & Machine Learning
Polarise AI Gigafactories Target EU Tender With Consortium
- 4 MIN
- AI & Machine Learning
Firmus Raises $2 Billion To Scale NVIDIA AI Factories Across Asia-Pacific
- 4 MIN
- AI & Machine Learning
Microsoft Activates Hyderabad Region in $20.5B AI Push
- 5 MIN
Regional Trending
Live
- World
- Power & Energy Grid, Sustainability
24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?
A data center does not pause when the sun goes down. Servers continue processing requests
- 16 MIN
- Data Centers, Sustainability
Net Zero Data Centers: Is Renewable Energy Enough?
- 10 MIN
- Data Centers
Project Camellia: Inside OpenAI’s $20B Georgia Data Center Bet
- 5 MIN
- Power & Energy Grid
AI Data Center Power Decisions: What Comes Before Technology Selection?
- 8 MIN
Opinion
all →
- AI & Machine Learning
Zuckerberg Thinks $1 Billion Can Change AIData Center Politics
- 5 MIN
- Liquid & Immersion Cooling
Air Cooling vs. Liquid Cooling: Has AI Infrastructure Reached the Point of No Return?
- 8 MIN
- Power & Energy Grid
America’s AI Expansion Depends on Invisible Electrical Constraints
- 4 MIN
- AI & Machine Learning
AI’s Most Expensive Upgrade May Happen After Silicon
- 4 MIN
Articles
all →
- Data Centers, Sustainability
Net Zero Data Centers: Is Renewable Energy Enough?
- 10 MIN
- Data Centers
Project Camellia: Inside OpenAI’s $20B Georgia Data Center Bet
- 5 MIN
- Power & Energy Grid
AI Data Center Power Decisions: What Comes Before Technology Selection?
- 8 MIN
- AI & Machine Learning
India’s ₹26.75 Trillion AI and Data Centers Investment Wave Is Being Driven
- 4 MIN
Blogs
all →
- Data Centers
Why AI Infrastructure Decisions Should Include Finance Teams Earlier
- 4 MIN
- Power & Energy Grid
Beyond PUE: Do We Need a New Metric for DC Distribution Efficiency?
- 6 MIN
- Liquid & Immersion Cooling
Leak Detection Is No Longer Optional When Liquid Touches Silicon
- 5 MIN
- Data Centers
Understanding Infrastructure Technical Debt in the AI Era
- 3 MIN
LONGREADS
all →
- Power & Energy Grid, Sustainability
24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?
- 16 MIN
- Data Centers
One RPU Spec Change, Seven Systems Impacted: Mapping the Cascade
- 16 MIN
- Neo Clouds
The Blurring Line: How Digital Twins Became the Permanent Operating System
- 17 MIN
- Power & Energy Grid
The AI Power Crunch: Why Data Center Growth Is Changing the Way Companies Think About Energy
- 16 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
24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?
A data center does not pause when the sun goes down. Servers continue processing requests while cooling systems keep supporting
Polarise AI Gigafactories Target EU Tender With Consortium
Polarise is preparing to enter the European Union’s tender for a new generation of AI gigafactories, positioning the company inside
Net Zero Data Centers: Is Renewable Energy Enough?
Net zero data centers require more than renewable electricity to reduce their overall environmental impact. Data centers depend on electricity
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 AI Infrastructure Decisions Should Include Finance Teams Earlier
AI infrastructure now affects capital planning, operating costs, asset values, and business growth. A decision about compute capacity can also
Project Camellia: Inside OpenAI’s $20B Georgia Data Center Bet
Project Camellia marks a meaningful change in how OpenAI approaches the physical layer behind its artificial intelligence ambitions. The company
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
AI’s Power Whiplash Is Starting To Break Data Centers
- 6 MIN
- Data Centers
AI Infrastructure Energy Management: Data Center Power Strategy
- 5 MIN
- Sustainability
Net Zero Data Centers Need More Than Renewable Energy Contracts
- 5 MIN
- AI & Machine Learning
India’s Data Center Tax Reforms Are Rewriting the Rules of AI Deployment Speed
- 3 MIN
