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Orange Jordan Named Connectivity Partner for Al-Risha Mindstream Energy is adding telecommunications
- 5 min read
- Aakruti Thakkar
Latest News
August 21, 2026
- Breaking
Goodman Secures Major Hyperscaler Commitment Goodman Group has signed a 20-year lease with an unnamed global hyperscale customer for the
- Data Centers
- 6 min read
- Aakruti Thakkar
- Data Centers
Dell’Oro Group expects the global data center physical infrastructure market to reach $120 billion by 2030, with artificial intelligence shifting
- Data Centers
- 3 min read
- Kiara Mandavia
- AI & Machine Learning
Micron Technology is committing $10 billion to a new research organization designed to tackle one of artificial intelligence’s increasingly consequential
- AI & Machine Learning
- 4 min read
- Kiara Mandavia
- Power & Energy Grid
Bloom Energy has launched a new deployment system that it says can cut onsite power installation time by more than
- Power & Energy Grid
- 3 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
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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
- Data Centers
Trane Technologies and Eaton have unveiled a joint reference design that combines power and cooling systems for next-generation AI data
- 3 min read
- Kiara Mandavia
- Data Centers
Vitol has entered the US data center market directly, acquiring a 600
- 3 min read
- Mahek Mandavia
- Power & Energy Grid
Equinix has signed a new renewable-energy power purchase agreement with Flo Energy
- 4 min read
- Kiara Mandavia
Also in the News
ST Telemedia Global Data Centers (STT GDC) has secured up to $1.37 billion in
- Data Centers
- Aakruti Thakkar
DayOne Data Centers has launched Singapore’s first Biological Data Center Prototype with Cortical Labs
- Data Centers
- Mahek Mandavia
The race to build AI infrastructure is pushing data center developers deeper into the
- Power & Energy Grid
- Kiara Mandavia
Taiwan-based AI infrastructure company KONST is expanding into Southeast Asia through a new deployment
- Data Centers
- Aakruti Thakkar
Energy Vault has signed a 1.25 GW commercial agreement aimed at solving one of
- Power & Energy Grid
- 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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The AI Infrastructure Race: Won on Power, Land and Trust — Not Capital
MAY
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AI Infrastructure Summit
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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
The briefing that 40,000+ tech leaders read every Monday. Sharp, fast, essential.
Most Read
CVC DIF is moving deeper into Germany’s digital infrastructure market with an agreement to
- Data Centers
- Kiara Mandavia
Larsen & Toubro (L&T), through its AI infrastructure businesses, has secured a major contract
- AI & Machine Learning
- Mahek Mandavia
Groq has raised $350 million in a Series A round as the AI infrastructure
- Neo Clouds
- Kiara Mandavia
Malaysia is pushing palm oil into data center cooling as AI workloads intensify pressure
- Liquid & Immersion Cooling
- Kiara Mandavia
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 →
Digital Edge DC has appointed Paul Macpherson as Chief Data Center Operations Officer, adding
- Data Centers
- Aakruti Thakkar
Electromech Infraprojects Ltd. has appointed Adnan Ansari as AVP – Data Centre Solutions and
- Data Centers
- Kiara Mandavia
The data center industry is entering a new phase of capital formation, with Vantage
- Data Centers
- Mahek Mandavia
ABB has won a major modernization contract from Statkraft AS covering three hydropower plants
- Power & Energy Grid
- Kiara Mandavia
Modus has raised $10 million in seed funding to build infrastructure designed to solve
- 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
- World
- 13 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 17 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 5 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 5 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
The central question in the AI infrastructure boom is no longer simply how much compute
- 7 MIN
- Mahek Mandavia
- Neo Clouds
- 17 MIN
- Kiara Mandavia
- Neo Clouds
- 20 MIN
- Kiara Mandavia
- Neo Clouds
- 19 MIN
- Kiara Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
India’s AI infrastructure buildout is creating a problem that cannot be solved by adding more
- 9 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 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
- 6 MIN
- Akash Sharma
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
The most consequential piece of equipment at a new AI campus may no longer sit
- 4 MIN
- Mahek Mandavia
- Sustainability
- 19 MIN
- Aakruti Thakkar
- Sustainability
- 7 MIN
- Mahek Mandavia
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
Bloom Energy has launched a new deployment system that it says can cut onsite power
- 3 MIN
- Mahek Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 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
Regional Trending
Live
- World
- Sustainability
Water rarely announces itself as a constraint until the infrastructure depending on it can no
- 19 MIN
- Kiara Mandavia
- AI & Machine Learning
- 13 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Kiara Mandavia
Opinion
- AI & Machine Learning
- 5 MIN
- Aakruti Thakkar
- Data Centers
- 4 MIN
- Aakruti Thakkar
Articles
- AI & Machine Learning
- 13 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Kiara Mandavia
- AI & Machine Learning
- 10 MIN
- Aakruti Thakkar
Blogs
- Power & Energy Grid
- 13 MIN
- Aakruti Thakkar
- Sustainability
- 7 MIN
- Mahek Mandavia
- AI & Machine Learning
- 5 MIN
- Aakruti Thakkar
LONGREADS
- AI & Machine Learning
- 17 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 16 MIN
- Mahek Mandavia
- Power & Energy Grid
- 16 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
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
Reclaimed Water Infrastructure as a Sustainability Moat
Water rarely announces itself as a constraint until the infrastructure depending on it can no longer assume that supply will
Goodman Secures Hyperscaler Deal for Tokyo Campus
Goodman Secures Major Hyperscaler Commitment Goodman Group has signed a 20-year lease with an unnamed global hyperscale customer for the
AI Infrastructure Is Creating a New Procurement Problem: Too Many Interdependent Systems
The procurement challenge behind artificial intelligence infrastructure is becoming more complex. Earlier data center projects often divided purchasing into distinct
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
The Inference Fabric Is Replacing the Availability Zone
The unit of application design is becoming harder to describe with a single cloud location. An interactive model request can
Mar-a-Lago AI Data Center Near Everglades Sparks Environmental Fears
A 202-acre parcel off President Donald J. Trump Highway in western Palm Beach County has become the newest flashpoint in
Industry Intelligence
Premium
Market Intelligence
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
- 25 MIN
- Sanjana Mandavia
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
- 6 MIN
- Kiara Mandavia
- AI & Machine Learning
- 4 MIN
- Kiara Mandavia
