- AI & Machine Learning
A consortium comprising BlackRock’s Global Infrastructure Partners (GIP), the AI Infrastructure Partnership
- 3 min read
Latest News
July 24, 2026
- Breaking
DAMAC and AiOnX Expand Italy’s AI Infrastructure with Milan Data Center Investments
Italy’s ambition to become one of Europe’s leading artificial intelligence infrastructure markets is gaining fresh momentum as two large-scale data
- AI & Machine Learning
- 3 min read
- AI & Machine Learning
India’s sovereign artificial intelligence ambitions are entering a new phase as HCLTech expands beyond enterprise AI services into physical AI
- AI & Machine Learning
- 3 min read
- AI & Machine Learning
OpenAI is preparing one of the largest artificial intelligence infrastructure projects ever proposed in the United States, pairing a planned
- AI & Machine Learning
- 4 min read
- AI & Machine Learning
The next phase of AI infrastructure is shifting from standalone hardware innovation toward integrated deployment strategies. AMD and Schneider Electric
- AI & Machine Learning
- 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
- Neo Clouds
Core42 Powers e& With Sovereign AI Cloud Across UAE
Core42 has entered a strategic partnership with UAE telecommunications provider e& to deliver sovereign artificial intelligence cloud capabilities designed for
- 4 min read
- AI & Machine Learning
India’s artificial intelligence infrastructure ambitions may be entering a new phase as
- 3 min read
- AI & Machine Learning
Latin American telecommunications infrastructure provider Cirion Technologies has started repair operations on
- 3 min read
Also in the News
South Korea’s Korea Institute of Machinery and Materials (KIMM) has introduced what it describes
- Liquid & Immersion Cooling
Germany’s fast-growing data center market continues to reshape how utilities and infrastructure providers approach
- Power & Energy Grid
Spain’s data center expansion is increasingly moving beyond its traditional strongholds, with renewable energy
- Data Centers
Japan’s digital infrastructure landscape is preparing for a significant transformation as Mitsubishi Estate moves
- Data Centers
AMD is strengthening its artificial intelligence ambitions beyond semiconductor design by combining strategic investments
- 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
Spain’s digital infrastructure market continues attracting increasingly ambitious investment as construction and infrastructure companies
- Data Centers
CapitaLand Ascendas REIT (CLAR) has agreed to sell one of its long-held Singapore data
- Data Centers
As rack power continues climbing across AI and high-performance computing (HPC) deployments, liquid cooling
- Liquid & Immersion Cooling
Nvidia is exploring a partnership with Mitsubishi Heavy Industries (MHI) that could reshape the
- 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 →
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
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
-0.16%
MSFT
+1.51%
AMZN
+2.08%
AMD
+4.22%
TSMC
+1.31%
Indicative only · Not financial advice
AI INFRASTRUCTURE
- AI & Machine Learning
- North America
How Dycom Connects AI Data Centers Through Fiber Networks
- 5 min read
- AI & Machine Learning
- World
What a 2,060 GW Interconnection Queue Means for Your Contract Renewal
- 17 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
- World
Powering AI Should Never Empower Foreign Adversaries
- 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
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
- Neo Clouds
New Unit of Cloud: Selling Guaranteed MW Instead of Reserved Instances
- 19 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 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
- Sustainability
When Your PUE Looks Perfect But Your Carbon Story Fails
- 5 MIN
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
PowerX and Highreso Partner to Strengthen Japan’s AI Infrastructure Strategy
- Power & Energy Grid
Japan’s artificial intelligence infrastructure market is entering a new phase where power resilience is becoming
- 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
- Power & Energy Grid
Quaise Energy Secures $134M to Push Superhot Geothermal Toward Commercial Reality
- 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
DAMAC and AiOnX Expand Italy’s AI Infrastructure with Milan Data Center Investments
- 3 MIN
- AI & Machine Learning
HCLTech, Sarvam Partner with Odisha for Sovereign AI Infrastructure
- 3 MIN
- AI & Machine Learning
OpenAI Targets Multi-Billion-Dollar Georgia AI Campus While Redefining Data Center Development
- 4 MIN
- AI & Machine Learning
AMD and Schneider Electric Introduce Helios AI Rack Reference Design for Faster AI Data Center Deployment
- 4 MIN
Regional Trending
Live
- World
- Power & Energy Grid
Scalability Debt: What Happens When Your Facility Can’t Support Next-Gen Chip Power Curves
The first design decision rarely appears on the commissioning report, yet it often determines the
- 18 MIN
- Data Centers
SLB and Liberty Energy Partner to Accelerate AI Data Center Power Infrastructure
- 3 MIN
- Sustainability
Quebec’s New Math: Is The Era Of Cheap Hydro Over For Data Centers?
- 6 MIN
- AI & Machine Learning
How Dycom Connects AI Data Centers Through Fiber Networks
- 5 MIN
Opinion
all →
- AI & Machine Learning
Powering AI Should Never Empower Foreign Adversaries
- 4 MIN
- Power & Energy Grid
Grid Stability Ends Where Accountability Quietly Begins
- 4 MIN
- Sustainability
Singapore’s Decarbonization Strategy Needs Underground Thinking First
- 5 MIN
- Power & Energy Grid
Ireland’s Grid Is Separating Builders From Speculators
- 4 MIN
Articles
all →
- Data Centers
SLB and Liberty Energy Partner to Accelerate AI Data Center Power Infrastructure
- 3 MIN
- Sustainability
Quebec’s New Math: Is The Era Of Cheap Hydro Over For Data Centers?
- 6 MIN
- AI & Machine Learning
How Dycom Connects AI Data Centers Through Fiber Networks
- 5 MIN
- Power & Energy Grid
AI Boom Could Consume 20% US Electricity By 2035
- 4 MIN
Blogs
all →
- Liquid & Immersion Cooling
What Happens When You Need 20% More Power But Cooling Can’t Give It?
- 5 MIN
- Liquid & Immersion Cooling
Why Heat Dissipation Units Are Becoming a Colo Product, Not a Stopgap
- 6 MIN
- Sustainability
The Sustainability Report Gap: Why Mixed-Scale Operations Are Hard to Defend to Your Board
- 5 MIN
- AI & Machine Learning
Location Arbitrage Is Dead: Why Enterprise AI Now Depends on Grid Power Quality
- 6 MIN
LONGREADS
all →
- Power & Energy Grid
Scalability Debt: What Happens When Your Facility Can’t Support Next-Gen Chip Power Curves
- 18 MIN
- Data Centers
One Portfolio, Three PUEs: Why a Single PUE Target Misleads Everyone
- 18 MIN
- Power & Energy Grid
Utility as Mediator: Why Power Companies Are Now Forced to Defend Data Centers to the Public
- 17 MIN
- Neo Clouds
The Rise of the Energy-First Developer: When Neoclouds Become Power Companies
- 19 MIN
Opinion & Analysis
Editor’s View
“We are not building AI. We are building the electricity grid of the 21st century — and like all infrastructure, the nations that own it will define what is possible for everyone else.”
— COMPUTE FORECAST EDITORIAL TEAM · 27 APR 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
Scalability Debt: What Happens When Your Facility Can’t Support Next-Gen Chip Power Curves
The first design decision rarely appears on the commissioning report, yet it often determines the economic life of the entire
DAMAC and AiOnX Expand Italy’s AI Infrastructure with Milan Data Center Investments
Italy’s ambition to become one of Europe’s leading artificial intelligence infrastructure markets is gaining fresh momentum as two large-scale data
SLB and Liberty Energy Partner to Accelerate AI Data Center Power Infrastructure
The race to build AI infrastructure is exposing a challenge that extends far beyond GPUs and advanced semiconductors. Across global
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
What Happens When You Need 20% More Power But Cooling Can’t Give It?
Power negotiations often conclude long before operational constraints reveal themselves inside a live facility. Infrastructure teams may secure additional electrical
Quebec’s New Math: Is The Era Of Cheap Hydro Over For Data Centers?
Electricity prices have long shaped conversations about infrastructure investment, yet they rarely remain the defining factor forever. Quebec now finds
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
Empty Grid Promises Can No Longer Survive India
- 4 MIN
- Data Centers
July 18 Might Change the Data Center Growth Conversation Forever
- 4 MIN
- Data Centers
The Data Center Boom Is Testing Corporate Credibility
- 3 MIN
- Power & Energy Grid
Behind-the-Meter Rush Exposes AI’s Fragile Power Foundations
- 3 MIN