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- AI & Machine Learning
Nvidia Partners With Six Financial Giants for $500B AI Financing Program
Nvidia is teaming up with six major financial institutions to create financing
- 3 min read
- Kiara Mandavia
Latest News
August 13, 2026
- Breaking
Beetaloo Energy Maps Gas-Powered Data Center Expansion Strategy
Beetaloo Energy Australia is bringing Halliburton into an emerging plan to link Northern Territory gas production with large-scale computing demand
- Power & Energy Grid
- 3 min read
- Kiara Mandavia
- Data Centers
Nabiax plans to invest €800 million in its Spanish data center platform as demand for AI and cloud infrastructure grows.
- Data Centers
- 6 min read
- Aakruti Thakkar
- Power & Energy Grid
Siemens Energy is starting work on 20 steam turbine-generator sets with a combined capacity of 1 gigawatt under a new
- Power & Energy Grid
- 5 min read
- Kiara Mandavia
- Data Centers
Digital Core REIT is selling interests in three North American data centers to sponsor Digital Realty as it redirects capital
- Data Centers
- 4 min read
- Mahek Mandavia
Reach 40,000+ senior technology leaders and infrastructure decision-makers
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- Kiara Mandavia
Annual Intelligence Report
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
84 PAGES
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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
- Data Centers, Power & Energy Grid
Equinix Rewrites Data Center Power Economics in Georgia
Equinix has signed a new power agreement for its Hampton, Georgia data center project. The company partnered with Central Georgia
- 7 min read
- Aakruti Thakkar
- Data Centers
Azur Datacenter Turns Hydrogen Site Into Data Hub
French data center developer Azur Datacenter is moving into a different kind
- 3 min read
- Mahek Mandavia
- AI & Machine Learning
5C Lands Billion Dollars to Scale North American AI Infrastructure
5C Group is putting more capital behind its North American AI infrastructure
- 3 min read
- Kiara Mandavia
Also in the News
As GPU deployments accelerate, moving data efficiently between thousands of chips has become just
- Data Centers
- Kiara Mandavia
ABB is taking a deeper position in the fast-changing clean power market with a
- Power & Energy Grid
- Mahek Mandavia
The UK renewable energy market has gained a new heavyweight after Verdant Energy and
- Power & Energy Grid
- Kiara Mandavia
AI Semiconductor Startup Targets Next Phase of Chip Innovation ChipAgents has secured $60 million
- AI & Machine Learning
- Aakruti Thakkar
The race to build AI infrastructure has largely favored sprawling campuses on inexpensive land,
- Data Centers
- Mahek Mandavia
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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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
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Compute Forecast Summit
SINGAPORE · IN PERSON
Our flagship APAC event. Early bird open.
COMPUTE WEEKLY
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Most Read
SpaceX and Tesla are putting $16.8 billion behind the first phase of TeraFab, a
- AI & Machine Learning
- Mahek Mandavia
The Trump administration is putting a new price barrier around one of the least
- Data Centers
- Kiara Mandavia
HD Hyundai Heavy Industries is turning its engine business into a bigger play for
- Power & Energy Grid
- Kiara Mandavia
Groundcover Raises $100M to Advance AI Observability Infrastructure Groundcover has raised $100 million in
- AI & Machine Learning
- Aakruti Thakkar
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 →
Polarise is preparing to enter the European Union’s tender for a new generation of
- AI & Machine Learning
- Mahek Mandavia
Fish Audio has raised $52 million in seed funding as the voice AI company
- AI & Machine Learning
- Aakruti Thakkar
Firmus has secured full commitments for a $2 billion strategic equity financing round, giving
- AI & Machine Learning
- Kiara Mandavia
Sharon AI has secured a five-year, US$373 million cloud computing agreement with a global
- Neo Clouds
- Kiara Mandavia
Microsoft Expands Azure Footprint in India Microsoft has activated its fourth Azure data center
- AI & Machine Learning
- Aakruti Thakkar
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
- MEA
South Africa’s AI Power Boom May Be Overestimated
- 7 min read
- Kiara Mandavia
- AI & Machine Learning
- World
Can I Deploy My Next LLM Training Cluster Without Re-Training My Entire Ops Team?
- 18 min read
- Mahek Mandavia
- AI & Machine Learning
- North America
AI Data Centers Are Breaking. 3.7 Million Americans’ Power Quality Is Breaking Too.
- 8 min read
- Aakruti Thakkar
- AI & Machine Learning
- North America
Zuckerberg Thinks $1 Billion Can Change AIData Center Politics
- 5 min read
- Kiara Mandavia
- AI & Machine Learning
- World
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
Anant Raj Unveils Ashok Cloud Digital Infrastructure Spinout
Anant Raj Ltd. is carving its data center and cloud operations out of its broader
- 5 MIN
- Mahek Mandavia
- Neo Clouds
The Blurring Line: How Digital Twins Became the Permanent Operating System
- 17 MIN
- Kiara Mandavia
- Neo Clouds
Why Substations Are Sovereignty: The 18-Month Grid Queue Deciding Australia’s AI Future
- 20 MIN
- Kiara Mandavia
- Neo Clouds
If Your Region Has No Transformer, Your Data Residency Plan Has No Home?
- 19 MIN
- Kiara Mandavia
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
- Mahek Mandavia
- Liquid & Immersion Cooling
Inside NanoTherma’s Mission To Turn Data Center Heat Valuable
- 4 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
Future-Proof AI Data Centers With Hybrid Cooling That Adapts and Protects
- 6 MIN
- Akash Sharma
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
- Aakruti Thakkar
- Sustainability
From PUE to Carbon Per Token: The New Efficiency Metric Investors Actually Read
- 15 MIN
- Kiara Mandavia
- Sustainability
The Zero-Water Data Center: Four Engineering Paths Away from Cooling’s Biggest Liability
- 20 MIN
- Mahek Mandavia
- Sustainability
Will Moving Regions Reduce Our Carbon Bill and ESG Risk?
- 5 MIN
- Mahek Mandavia
- Sustainability
Your ESG Report is Being Written Inside Your Electrical Room
- 6 MIN
- Mahek Mandavia
- Sustainability
The Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too
- 6 MIN
- Kiara Mandavia
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
Beetaloo Energy Maps Gas-Powered Data Center Expansion Strategy
- Power & Energy Grid
Beetaloo Energy Australia is bringing Halliburton into an emerging plan to link Northern Territory gas
- 3 MIN
- Kiara Mandavia
- Data Centers, Power & Energy Grid
Equinix Rewrites Data Center Power Economics in Georgia
- 7 MIN
- Aakruti Thakkar
- Power & Energy Grid
HD Hyundai Heavy Industries Signs $674M U.S. Data Center Power Contract
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
ABB Bets on LevelTen to Reshape Clean Procurement
- 5 MIN
- Mahek Mandavia
- Power & Energy Grid
Verdant Energy and Aura Power Create a 1GW UK Solar Platform
- 3 MIN
- Kiara Mandavia
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
Nabiax Plans €800 Million Madrid Data Center Expansion
- 6 MIN
- Aakruti Thakkar
- Data Centers
Digital Core REIT Rebalances Portfolio With Asia Push
- 4 MIN
- Mahek Mandavia
- Data Centers, Power & Energy Grid
Equinix Rewrites Data Center Power Economics in Georgia
- 7 MIN
- Aakruti Thakkar
- AI & Machine Learning
Nvidia Partners With Six Financial Giants for $500B AI Financing Program
- 3 MIN
- Kiara Mandavia
Regional Trending
Live
- World
- Sustainability
From PUE to Carbon Per Token: The New Efficiency Metric Investors Actually Read
Power Usage Effectiveness became influential because it answered a practical question that operators could measure
- 15 MIN
- Kiara Mandavia
- AI & Machine Learning
South Africa’s AI Power Boom May Be Overestimated
- 7 MIN
- Kiara Mandavia
- Data Centers
ELV Systems Become a Reliability Layer in Modern Data Centers
- 13 MIN
- Aakruti Thakkar
- Sustainability
Google Puts $6M Behind Next-Gen Carbon Removal Research
- 5 MIN
- Mahek Mandavia
Opinion
all →
- Data Centers
Liquid Cooling Is Becoming an Infrastructure Decision, Not Just a Thermal Upgrade
- 4 MIN
- Aakruti Thakkar
- Data Centers
More Data Centers: AI Necessity or Infrastructure Overreach?
- 4 MIN
- Kiara Mandavia
- Data Centers
Data Center Boom Is Rewriting Insurance’s Risk Playbook
- 5 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
Water-Smart Cooling Will Become Data Centers’ Competitive Edge
- 7 MIN
- Mahek Mandavia
Articles
all →
- AI & Machine Learning
South Africa’s AI Power Boom May Be Overestimated
- 7 MIN
- Kiara Mandavia
- Data Centers
ELV Systems Become a Reliability Layer in Modern Data Centers
- 13 MIN
- Aakruti Thakkar
- Sustainability
Google Puts $6M Behind Next-Gen Carbon Removal Research
- 5 MIN
- Mahek Mandavia
- Data Centers
Modular Data Center Market to Reach USD 95.8 Billion by 2030
- 9 MIN
- Aakruti Thakkar
Blogs
all →
- Data Centers
Beyond Efficiency: How 800VDC Changes Power Floor Space Economics
- 5 MIN
- Mahek Mandavia
- AI & Machine Learning
AI Data Centers Are Breaking. 3.7 Million Americans’ Power Quality Is Breaking Too.
- 8 MIN
- Aakruti Thakkar
- AI & Machine Learning
Standardization vs. Differentiation: Will HPE, IBM and Nvidia Agree on What Hybrid Actually Means?
- 5 MIN
- Kiara Mandavia
- AI & Machine Learning
When Prefabrication Fails: The Integration Penalty You Don’t See Until It’s On Site
- 6 MIN
- Kiara Mandavia
LONGREADS
all →
- Sustainability
From PUE to Carbon Per Token: The New Efficiency Metric Investors Actually Read
- 15 MIN
- Kiara Mandavia
- Data Centers, Power & Energy Grid
From Megawatts to Microgrids: How AI Data Centers Could Reshape Power Infrastructure
- 14 MIN
- Aakruti Thakkar
- Data Centers, Liquid & Immersion Cooling
The Next Challenge for Data Centers Isn’t More Cooling Capacity — It’s Cooling That Can Evolve
- 20 MIN
- Aakruti Thakkar
- Data Centers
How Brazil Turned Per-Capita Disadvantage Into an Infrastructure Advantage
- 18 MIN
- Kiara Mandavia
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
From PUE to Carbon Per Token: The New Efficiency Metric Investors Actually Read
Power Usage Effectiveness became influential because it answered a practical question that operators could measure consistently: how much additional energy
Beetaloo Energy Maps Gas-Powered Data Center Expansion Strategy
Beetaloo Energy Australia is bringing Halliburton into an emerging plan to link Northern Territory gas production with large-scale computing demand
South Africa’s AI Power Boom May Be Overestimated
South Africa’s improving electricity position is creating a deceptively simple narrative for technology infrastructure investors: a power-constrained market has suddenly
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
Beyond Efficiency: How 800VDC Changes Power Floor Space Economics
As rack power rises toward the megawatt range, the physical footprint of power-delivery equipment becomes an explicit design constraint alongside
ELV Systems Become a Reliability Layer in Modern Data Centers
Modern data centers depend on several infrastructure disciplines working within one controlled environment. Servers require stable power, cooling, connectivity, security,
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
- Kiara Mandavia
- Liquid & Immersion Cooling
Cooling the Future: How Refroid Is Rewriting the Rules of AI Data Center Thermal Management
- 25 MIN
- Sanjana Mandavia
- Data Centers
Top 10 Impactful Players in Data Infrastructure Series: Part 3
- 7 MIN
- Kiara Mandavia
- Data Centers
The Substation Is No Longer Someone Else’s Problem
- 5 MIN
- Sanjana Mandavia
- Data Centers
AI Is Changing Where, How, and How Fast We Build Data Centers
- 5 MIN
- Kiara Mandavia
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era
- 6 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
Air Cooling vs. Liquid Cooling: Has AI Infrastructure Reached the Point of No Return?
- 8 MIN
- Aakruti Thakkar
- Power & Energy Grid
America’s AI Expansion Depends on Invisible Electrical Constraints
- 4 MIN
- Mahek Mandavia
- AI & Machine Learning
AI’s Most Expensive Upgrade May Happen After Silicon
- 4 MIN
- Kiara Mandavia
- Data Centers, Power & Energy Grid, Sustainability
Why Data Center Carbon Emissions Are Becoming an Infrastructure Planning Problem
- 6 MIN
- Aakruti Thakkar
