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- Neo Clouds
JD Cloud and Moore Threads are planning a 100,000-GPU intelligent computing cluster,
- 3 min read
- Kiara Mandavia
Latest News
September 11, 2026
- Breaking
OpenAI Anchors Firmus Expansion Into Malaysia Firmus Technologies has signed a multi-year strategic partnership with OpenAI that will put dedicated
- AI & Machine Learning
- 4 min read
- Aakruti Thakkar
- AI & Machine Learning
STL is expanding its data center connectivity portfolio with US certification for Optical Fiber Nonconductive Plenum (OFNP) applications, targeting the
- AI & Machine Learning
- 4 min read
- Mahek Mandavia
- Power & Energy Grid
PowerSecure has signed an agreement with Keel Infrastructure to deliver an integrated backup power system for Keel’s data center campus
- Power & Energy Grid
- 3 min read
- Kiara Mandavia
- Data Centers
DAMAC Digital and Vodafone Türkiye have inaugurated the first phase of an Izmir data center backed by an initial investment
- Data Centers
- 3 min read
- Kiara Mandavia
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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
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40+ CHARTS
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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
- AI & Machine Learning
ChronoScale Corporation is moving deeper into the rapidly expanding AI infrastructure market with a planned 50-megawatt deployment alongside Microsoft in
- 3 min read
- Kiara Mandavia
- AI & Machine Learning
Google will invest at least €13 billion ($15.1 billion) in Finland over
- 5 min read
- Aakruti Thakkar
- AI & Machine Learning
Google is committing more than $15 billion to digital infrastructure and energy
- 3 min read
- Kiara Mandavia
Also in the News
Singapore Banks Back STT GDC Acquisition Singapore’s three largest local banks are putting substantial
- Data Centers
- Aakruti Thakkar
WIOCC Group has secured $300 million in new investment from Africa Finance Corporation and
- Data Centers
- Kiara Mandavia
TCS-backed HyperVault has secured 264 acres in Hyderabad, Telangana, to develop an AI-focused data
- AI & Machine Learning
- Mahek Mandavia
India is positioning its data centre industry for a potential investment wave of more
- Data Centers
- Aakruti Thakkar
Tersis Technologies has entered a non-binding Memorandum of Understanding with Flux Core Data Systems
- Sustainability
- 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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SEP
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The AI Infrastructure Race: Won on Power, Land and Trust — Not Capital
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COMPUTE WEEKLY
The briefing that 40,000+ tech leaders read every Monday. Sharp, fast, essential.
Most Read
LITEON Technology is making a $176 million strategic move into one of AI infrastructure’s
- Liquid & Immersion Cooling
- Aakruti Thakkar
EdgeConneX has joined Singapore’s Sustainable Tropical Data Centre Testbed Phase 2.0 as a top-tier
- Sustainability
- Kiara Mandavia
NVIDIA is positioning itself as a much larger financial stakeholder in SoftBank-backed SB Energy,
- Data Centers
- Mahek Mandavia
California-based Cowboy Space is taking a step toward manufacturing hardware for its orbital AI
- AI & Machine Learning
- 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 →
Nscale has secured a multiyear strategic partnership with humanoid robotics company Figure that could
- AI & Machine Learning
- Aakruti Thakkar
Qatari data center operator Meeza has secured an 8MW lease with an unnamed global
- Neo Clouds
- Kiara Mandavia
Qualcomm has landed a major custom-chip agreement with Amazon, opening a new chapter in
- AI & Machine Learning
- Kiara Mandavia
Hitachi Energy is putting another $300 million behind its China manufacturing strategy, positioning the
- Power & Energy Grid
- Mahek Mandavia
Corvex is positioning its next phase of growth around a simple constraint in artificial-intelligence
- Neo Clouds
- 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
- World
- 10 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 21 min read
- Aakruti Thakkar
- AI & Machine Learning
- North America
- 6 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 4 min read
- Mahek Mandavia
- AI & Machine Learning
- World
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
Papua New Guinea has stepped onto the sovereign compute map with the launch of Kumul
- 5 MIN
- Kiara Mandavia
- Neo Clouds
- 16 MIN
- Kiara Mandavia
- Neo Clouds
- 16 MIN
- Aakruti Thakkar
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
Immersion cooling changes more than the way a data center removes heat from high-density computing
- 9 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 5 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 9 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 4 MIN
- Kiara Mandavia
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
The sustainability conversation around AI infrastructure usually becomes loudest when electricity enters the room. Megawatts,
- 7 MIN
- Aakruti Thakkar
- Sustainability
- 15 MIN
- Kiara Mandavia
- Sustainability
- 15 MIN
- Kiara Mandavia
- Sustainability
- 6 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Kiara Mandavia
- Sustainability
- 7 MIN
- Mahek Mandavia
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
PowerSecure has signed an agreement with Keel Infrastructure to deliver an integrated backup power system
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Mahek 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
- Data Centers
- 3 MIN
- Kiara Mandavia
Regional Trending
Live
- World
- Neo Clouds
The financing question around accelerated compute is moving away from whether the machines can generate
- 16 MIN
- Kiara Mandavia
Opinion
- Liquid & Immersion Cooling
- 7 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 9 MIN
- Aakruti Thakkar
Articles
- Data Centers
- 8 MIN
- Kiara Mandavia
Blogs
- Data Centers
- 6 MIN
- Kiara Mandavia
- Power & Energy Grid
- 6 MIN
- Aakruti Thakkar
- Data Centers
- 7 MIN
- Aakruti Thakkar
LONGREADS
- Neo Clouds
- 16 MIN
- Kiara Mandavia
- Data Centers
- 27 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 16 MIN
- Kiara Mandavia
- Sustainability
- 15 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
Can You Securitize GPU Revenue? The Playbook Emerging for GPU-Backed Financing
The financing question around accelerated compute is moving away from whether the machines can generate revenue and toward whether that
Firmus Lands OpenAI Deal, Expands Malaysia AI Footprint
OpenAI Anchors Firmus Expansion Into Malaysia Firmus Technologies has signed a multi-year strategic partnership with OpenAI that will put dedicated
Power Factor Is Moving Back Into the AI Data Center Conversation
Electrical planning for artificial intelligence facilities has focused heavily on securing enough megawatts for expanding compute capacity. Yet available capacity
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
What Happens When Fire Teams Arrive After the Architect: Phase 0 Fire Engineering
A fire strategy becomes expensive when the building has already decided where walls, equipment, air paths, cable routes, and critical
Ascenty Gets Green Light for 150MW Campinas Data Center
Ascenty has cleared an important regulatory hurdle for a major new data center in Campinas, São Paulo, after Brazil’s national
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
- Neo Clouds
- 7 MIN
- Aakruti Thakkar
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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