- Sustainability
CDC Data centers has proposed community benefits AU$225 million for a planned
- 3 min
- Kiara Mandavia
Latest News
October 15, 2026
- Breaking
GlobalFoundries has secured a central role in a $21 billion US-Japan semiconductor manufacturing initiative, with plans to build and operate
- AI & Machine Learning
- 3 min
- Kiara Mandavia
- Power & Energy Grid
Echion Technologies and Proper Voltage have signed a memorandum of understanding to integrate advanced battery technology into uninterruptible power supply
- Power & Energy Grid
- 3 min
- Kiara Mandavia
- Data Centers
Colt Data Centre Services (Colt DCS) and RMZ have started construction of Mumbai 3, a 64-megawatt (MW) AI-ready data center
- Data Centers
- 4 min
- Mahek Mandavia
- Power & Energy Grid
American Electric Power plans to invest approximately $4 billion in a 702-megawatt fuel-cell project near Cheyenne, Wyoming. The project will
- Power & Energy Grid
- 6 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
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52% of UK IT leaders cite rising power costs as top data centre concern. As rack densities rise from 8kW
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Not owning GPUs has become the default, deliberate strategy for building an AI company — not a compromise founders accept
84 PAGES
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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
Odisha has approved a ₹176.83 crore disaster recovery data center in Keonjhar, advancing the state’s efforts to protect critical government
- 3 min
- Kiara Mandavia
- AI & Machine Learning
Adani Enterprises Limited, the flagship company of the Adani Group, and Jabil
- 4 min
- Mahek Mandavia
- AI & Machine Learning
French cloud provider Scaleway plans to build an AMD-powered AI supercomputer in
- 5 min
- Aakruti Thakkar
Also in the News
Midea Building Technologies is positioning integrated cooling infrastructure as a response to the growing
- Liquid & Immersion Cooling
- Kiara Mandavia
AI cloud provider Boost Run has signed a $525.6 million contract with Canadian AI
- Neo Clouds
- Kiara Mandavia
ReNew is moving deeper into India’s data centre infrastructure market with a proposed ₹70,000
- Power & Energy Grid
- Mahek Mandavia
CoreWeave Targets India’s AI Compute Market CoreWeave is entering India with a planned 240
- AI & Machine Learning
- Aakruti Thakkar
Huawei is expanding its role in Iraq’s digital infrastructure market after signing an agreement
- Data Centers
- 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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Most Read
Hyperscale Data plans to establish Patriot BTC as a separate subsidiary for its Bitcoin
- AI & Machine Learning
- Kiara Mandavia
BUZZ High Performance Computing has proposed a C$3.5 billion artificial intelligence campus in Oakville,
- AI & Machine Learning
- Kiara Mandavia
Digital Realty has started construction on KIX15, a new 24MW data center at its
- Data Centers
- Mahek Mandavia
Bitdeer Adds Third Malaysian AI Infrastructure Hub Bitdeer AI, the AI cloud business of
- Neo Clouds
- 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 →
Sharon AI has secured a $356 million GPU-backed debt facility, strengthening its financial capacity
- Neo Clouds
- Aakruti Thakkar
California-based semiconductor startup Nuvacore is seeking hundreds of millions of dollars to develop a
- AI & Machine Learning
- Kiara Mandavia
Henox IT and Data Centers has unveiled Henox Crest, a proposed coastal submarine cable
- AI & Machine Learning
- Kiara Mandavia
Applied Optoelectronics, Inc. (AOI) has completed its previously announced $600 million at-the-market (ATM) equity
- AI & Machine Learning
- Mahek Mandavia
Governments are stepping up scrutiny of data center development as artificial intelligence increases demand
- Sustainability
- 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
- North America
- 5 min
- Mahek Mandavia
- AI & Machine Learning
- World
- 18 min
- Kiara Mandavia
- AI & Machine Learning
- World
- 6 min
- Kiara Mandavia
- AI & Machine Learning
- Europe
- 6 min
- Aakruti Thakkar
- AI & Machine Learning
- World
- 3 min
- Kiara Mandavia
Neo Clouds
- Neo Clouds
AI infrastructure procurement can begin with a simple problem: a team needs GPUs sooner than
- 10 MIN
- Aakruti Thakkar
- Neo Clouds
- 32 MIN
- Aakruti Thakkar
- Neo Clouds
- 16 MIN
- Kiara Mandavia
- Neo Clouds
- 20 MIN
- Mahek Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
Introduction: The Cost Advantage That Disappears After Deployment A lower hourly GPU rate can make
- 11 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 8 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 8 MIN
- Aakruti Thakkar
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
Scotland is confronting an unusual industrial question: how much infrastructure should a country prepare to
- 4 MIN
- Kiara Mandavia
- Sustainability
- 26 MIN
- Aakruti Thakkar
- Sustainability
- 26 MIN
- Aakruti Thakkar
- Sustainability
- 5 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Aakruti Thakkar
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
Echion Technologies and Proper Voltage have signed a memorandum of understanding to integrate advanced battery
- 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
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Data Centre & Infrastructure
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
- 4 MIN
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Regional Trending
Live
- World
- AI & Machine Learning
A site can look ready for development long before it can support a live workload,
- 18 MIN
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- 11 MIN
- Aakruti Thakkar
Opinion
- AI & Machine Learning
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Articles
- Liquid & Immersion Cooling
- 11 MIN
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- Data Centers
- 5 MIN
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Blogs
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- 7 MIN
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- Liquid & Immersion Cooling
- 6 MIN
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- Data Centers
- 6 MIN
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LONGREADS
- AI & Machine Learning
- 18 MIN
- Kiara Mandavia
- Sustainability
- 26 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 18 MIN
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- Liquid & Immersion Cooling
- 16 MIN
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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
Sovereign, Enterprise, and Startup Demand on One Grid: Where Does Your Workload Get Prioritized?
A site can look ready for development long before it can support a live workload, and that gap increasingly shapes
GlobalFoundries Secures $21 Billion US-Japan Chipmaking Deal
GlobalFoundries has secured a central role in a $21 billion US-Japan semiconductor manufacturing initiative, with plans to build and operate
US AI Land Rush Hits $6 Billion as Power Costs Soar
The central story is not simply that investors are buying more land for data centers. It is that the economics
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
Your Next AI Rack Will Weigh Less in Copper and More in Risk — Here Is Why
A megawatt-class AI rack changes the engineering decisions that once made conventional server power distribution manageable. At 48 volts, delivering
NYK Consortium Takes Floating Data Centers Closer to Shore
The race to expand digital infrastructure is forcing developers to reconsider where computing capacity can operate and how quickly they
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
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- Liquid & Immersion Cooling
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- AI & Machine Learning
- 3 MIN
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- AI & Machine Learning
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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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