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- AI & Machine Learning
T-Mobile has completed an AI-RAN voice call on its live commercial 5G
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- Mahek Mandavia
Latest News
October 26, 2026
- Breaking
Libya is pursuing a larger role in the digital infrastructure connecting Europe and Africa, with a new private telecommunications company
- Data Centers
- 3 min
- Kiara Mandavia
- AI & Machine Learning
Infineon is expanding its collaboration with Nvidia to address one of AI infrastructure’s most pressing engineering challenges: delivering power efficiently
- AI & Machine Learning
- 3 min
- Kiara Mandavia
- Data Centers
Italy is positioning itself for a larger role in Europe’s digital infrastructure market, with Core Stack and Green Arrow Capital
- Data Centers
- 3 min
- Mahek Mandavia
- Liquid & Immersion Cooling
Carrier Expands U.S. Manufacturing to Meet AI Cooling Demand Carrier Global plans to invest more than $600 million in a
- Liquid & Immersion Cooling
- 5 min
- Aakruti Thakkar
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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
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INDUSTRY DEALS & CAPEX TRACKER
Showing deals from last 30 days
DATE
COMPANY / DEAL
COUNTERPARTY
VALUE
TYPE
SECTOR
STATUS
03 SEP 2026
Flex
Acquisition of EPC Power – 800V power conversion for AI data centres & grid applications
EPC Power Corp
$4.4B
M&A
POWER / DATA CENTRES
PENDING
02 SEP 2026
Vertiv
Acquisition of Utility Innovation Group – microgrid controls & behind-the-meter power ($1.45B cash + up to $1.15B earnout)
Utility Innovation Holdings
$1.45B
M&A
DATA CENTRES
CONFIRMED
26 AUG 2026
Anthropic
Six-year AI compute capacity lease, 460MW, Nvidia Vera Rubin chips – “Monarch” campus, West Virginia
Nscale
$45.0B
INFRA
AI / DATA CENTRES
SIGNED
19 AUG 2026
Etched
Funding round – AI inference chip startup, valuation doubled in under a month to $21B
Jane Street, Sequoia, a16z, Tiger Global
$700M
FUNDING
AI / SEMICONDUCTORS
CLOSED
07 AUG 2026
Energy Vault
1.25GW AI data centre power infrastructure agreement – BESS + Caterpillar generators, Texas
Undisclosed Data Centre Customer
$550M
INFRA
ENERGY
SIGNED
07 AUG 2026
Amazon
“Project Eagle” campus expansion – 6 additional buildings (10 total), Wharton County, Texas
Internal CapEx Programme
$3.0B
CAPEX
DATA CENTRES
CONFIRMED
Top Stories
- Data Centers
Soluna and Applied Digital have signed a definitive agreement to develop a 50MW data center in Briscoe County, Texas, marking
- 3 min
- Kiara Mandavia
- AI & Machine Learning
India’s next phase of artificial intelligence growth will depend on more than
- 3 min
- Kiara Mandavia
- Data Centers
AI Data Center Construction Faces a Cable Supply Bottleneck The global race
- 6 min
- Aakruti Thakkar
Also in the News
Daikin has unveiled a new range of coolant distribution units (CDUs) designed to support
- Liquid & Immersion Cooling
- Mahek Mandavia
AdaniConneX plans to build data center campuses in Visakhapatnam in partnership with Google, using
- Sustainability
- Kiara Mandavia
Uruguayan President Yamandú Orsi signed an agreement Wednesday with Spanish energy company Solaria Energía
- Power & Energy Grid
- Kiara Mandavia
Microsoft Withdraws From Nscale’s Loughton Project Microsoft has reportedly withdrawn from a planned data
- Neo Clouds
- Aakruti Thakkar
Meta Platforms Inc. has introduced Muse Spark Open, a new open-weight artificial intelligence model
- AI & Machine Learning
- Kiara 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
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COMPUTE WEEKLY
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Most Read
Tenstorrent has raised $1.5 billion to expand AI chip production and strengthen its commercial
- AI & Machine Learning
- Aakruti Thakkar
Singapore-based AI cloud company Aolani plans to secure 500 megawatts (MW) of AI data
- AI & Machine Learning
- Kiara Mandavia
Europe’s four largest telecommunications operators are exploring a joint bid for future Mobile Satellite
- AI & Machine Learning
- Mahek Mandavia
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- Data Centers
- 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
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Vultr has announced plans to establish a 20-megawatt artificial intelligence supercluster in Chennai, India,
- Neo Clouds
- Aakruti Thakkar
Singapore-based technology group Sea Ltd. has entered the enterprise cloud infrastructure market with Sea
- Neo Clouds
- Kiara Mandavia
Wisconsin regulators must examine the environmental consequences of hyperscale data centers under a settlement
- Sustainability
- Kiara Mandavia
Aquaria Technologies is bringing atmospheric water harvesting into the data center infrastructure market with
- Sustainability
- Mahek Mandavia
Amazon is backing development work for a proposed 960-megawatt advanced nuclear power plant in
- Power & Energy Grid
- Kiara Mandavia
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
- APAC
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- AI & Machine Learning
- World
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- World
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- World
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- Kiara Mandavia
Neo Clouds
- Neo Clouds
A company can secure thousands of GPU hours from a neocloud provider without obtaining a
- 8 MIN
- Aakruti Thakkar
- Neo Clouds
- 18 MIN
- Kiara Mandavia
- Neo Clouds
- 24 MIN
- Aakruti Thakkar
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Liquid & Immersion Cooling
- Liquid & Immersion Cooling
The cooling system inside an AI data center can appear stable while its fluid chemistry
- 10 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 8 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 11 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 8 MIN
- Aakruti Thakkar
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
A data center’s thermal output presents an unusual engineering contradiction. The same computing equipment that
- 4 MIN
- Mahek Mandavia
- Sustainability
- 47 MIN
- Aakruti Thakkar
- Sustainability
- 17 MIN
- Aakruti Thakkar
- Sustainability
- 5 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Kiara Mandavia
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
Amazon is backing development work for a proposed 960-megawatt advanced nuclear power plant in Sullivan
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 6 MIN
- Aakruti Thakkar
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
- 3 MIN
- Kiara Mandavia
- Data Centers
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- Data Centers
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Regional Trending
Live
- World
- Power & Energy Grid
When an Electrical Fault Becomes a Financial Risk An electrical fault can turn a routine
- 19 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 8 MIN
- Kiara Mandavia
- Sustainability
- 9 MIN
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Opinion
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- Aakruti Thakkar
Articles
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Blogs
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LONGREADS
- Power & Energy Grid
- 19 MIN
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- AI & Machine Learning
- 15 MIN
- Kiara Mandavia
- AI & Machine Learning
- 14 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
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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
AI Data Centers Need to Know How Electrical Faults Affect Their Insurance Terms
When an Electrical Fault Becomes a Financial Risk An electrical fault can turn a routine operating day into a costly
Libya’s O3 Group Builds Data Center and 5G Ambitions Around Mediterranean Connectivity
Libya is pursuing a larger role in the digital infrastructure connecting Europe and Africa, with a new private telecommunications company
Anthropic’s Australian AI Ambitions Hit a Wall of Distrust
Australia’s bid to become a preferred destination for artificial intelligence infrastructure is entering a more complicated phase, as the promise
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
The AI Infrastructure Documentation Gap That Can Delay a Facility Handover
A data center can have its electrical systems installed, cooling equipment connected and server rooms prepared for deployment, yet still
Data Center Sustainability Plans Need to Account for Construction Materials
Data Center Emissions Begin Before Operations Data center sustainability plans often focus on electricity use, renewable energy, cooling efficiency and
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
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- Kiara Mandavia
- AI & Machine Learning
- 6 MIN
- Kiara Mandavia
- Neo Clouds
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Newsletter
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COMPUTE WEEKLY
The briefing 40,000+ infrastructure leaders read every Monday morning — deals, capex, power, and the stories moving the AI buildout, in five minutes flat.
This Week
Hyperscalers commit $210B in Q2 capex · Neo-cloud IPO window widens · EU AI Act phase two begins enforcement
Deep Dive
Inside the interconnection queue: why power, not chips, is now the binding constraint on new capacity
Numbers
9 tracked deals this month · $612B global data centre investment in 2026 · 38 countries in the buildout race
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