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NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026
NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026

Latest News

August 11, 2026
Polarise AI gigafactories

Polarise AI Gigafactories Target EU Tender With Consortium

Polarise is preparing to enter the European Union’s tender for a new generation of AI gigafactories, positioning the company inside

 

Fish Audio has raised $52 million in seed funding as the voice AI company moves beyond text-to-speech and voice cloning

 

Firmus has secured full commitments for a $2 billion strategic equity financing round, giving the Australian AI infrastructure company fresh

 

Sharon AI has secured a five-year, US$373 million cloud computing agreement with a global artificial intelligence platform, giving the Australian

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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

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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

84 PAGES
6 REGIONS
40+ CHARTS

Building an AI Startup Without Owning GPUs

Not owning GPUs has become the default, deliberate strategy for building an AI company — not a compromise founders accept

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Speed as a weapon: how power procurement became the AI compute race

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

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M&A
CAPEX
FUNDING
PPA / ENERGY
Infrastructure
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, Louisiana
Internal CapEx Programme
$40.0B
CAPEX
DATA CENTRES
CONFIRMED
06 JUL 2026

Anthropic

20-year AI infrastructure lease – Justified Data campus, Hawesville, Kentucky
TeraWulf Inc.
$19.0B
INFRA
AI / DATA CENTRES
SIGNED
03 JUL 2026

Pure DC

Debt financing secured against Dublin & Amsterdam data centre campuses
Undisclosed Lenders
$2.7B
FUNDING
DATA CENTRES
CLOSED
29 JUN 2026

Digital Realty

Purchase of Blackstone’s 64% interest in three Northern Virginia data centres
Blackstone
$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 capacity
Undisclosed Investors
$2.0B
FUNDING
DATA CENTRES
PENDING
26 MAY 2026

Google

200MW AC solar PPA – “Solstice” project, Oklahoma (SPP market)
Enlight / Clēnera
200MW
PPA
ENERGY
SIGNED
23 FEB 2026

Amazon

Data centre campuses – Caddo & Bossier Parishes, Northwest Louisiana
Internal CapEx Programme
$12.0B
CAPEX
DATA CENTRES
CONFIRMED
APR 2026

Bridge Data Centres

Bain Capital divesting controlling stake – Southeast Asia & India platform
Bain Capital
$5.0B
M&A
DATA CENTRES
PENDING

Top Stories

Microsoft Activates Hyderabad Region in $20.5B AI Push

Microsoft Expands Azure Footprint in India Microsoft has activated its fourth Azure data center region in India, adding fresh cloud

SpaceX and Tesla are putting $16.8 billion behind the first phase of

The Trump administration is putting a new price barrier around one of

HD Hyundai Heavy Industries is turning its engine business into a bigger

Also in the News

Samsung Heavy Industries (SHI) has now taken its floating data center program into the

SoftBank has taken another step in expanding its artificial intelligence infrastructure ambitions by backing

Clearway has withdrawn plans to build a natural gas-powered data center project on federal

AI Cloud Capacity Becomes the New Battleground Beyond Chip Sales Nvidia is moving beyond

Nebius is discovering that hyperscale growth comes with a measurable environmental cost. The European

Latest Moves
Live
ecolab
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 AVK Europe data center microgrid Dublin 110MW AI infrastructure Ireland 2026
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
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
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 liquid cooling
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

The race to build AI infrastructure has largely favored sprawling campuses on inexpensive land,

Nscale is significantly increasing its physical presence in London as the AI infrastructure company

As grid delays continue to slow hyperscale deployments, infrastructure developers are increasingly evaluating alternative

Sarvam AI Raises Series C To Expand AI GPU Infrastructure Capacity Artificial intelligence companies

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
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
Editors pick
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Groundcover Raises $100M to Advance AI Observability Infrastructure Groundcover has raised $100 million in

As GPU deployments accelerate, moving data efficiently between thousands of chips has become just

ABB is taking a deeper position in the fast-changing clean power market with a

The UK renewable energy market has gained a new heavyweight after Verdant Energy and

AI Semiconductor Startup Targets Next Phase of Chip Innovation ChipAgents has secured $60 million

Industry Expert
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Louis Charlton CEO GC
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.
Michael Beagan
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.
Andy Bryan
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.
Sustainable Data Centers
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
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

India’s ₹26.75 Trillion AI and Data Centers Investment Wave Is Being Driven

Can I Deploy My Next LLM Training Cluster Without Re-Training My Entire Ops Team?

How Infrastructure Flexibility Could Become More Valuable Than Infrastructure Scale

Zuckerberg Thinks $1 Billion Can Change AIData Center Politics

AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2

NITDA Positions Nigeria As Africa’s Trusted Cloud Hub

Nigeria’s technology regulator has moved from policy talk to legal architecture, signing a set of

The Blurring Line: How Digital Twins Became the Permanent Operating System

Why Substations Are Sovereignty: The 18-Month Grid Queue Deciding Australia’s AI Future

If Your Region Has No Transformer, Your Data Residency Plan Has No Home?

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

Inside NanoTherma’s Mission To Turn Data Center Heat Valuable

Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?

Future-Proof AI Data Centers With Hybrid Cooling That Adapts and Protects

SUSTAINABILITY

ESG · Net Zero · PUE · Carbon

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

24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?

The Carbon Accounting Trick With Liquid Cooling

Will Moving Regions Reduce Our Carbon Bill and ESG Risk?

Your ESG Report is Being Written Inside Your Electrical Room

The Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too

POWER & ENERGY GRID

GW · PPA · Nuclear · BESS

HD Hyundai Heavy Industries Signs $674M U.S. Data Center Power Contract

HD Hyundai Heavy Industries is turning its engine business into a bigger play for the

Verdant Energy and Aura Power Create a 1GW UK Solar Platform

Amogy and 2G Energy Validates Ammonia-to-Power System for Data Centers

Clearway Abandons Nevada Gas-Powered Data Center Proposal

Google Expands Oklahoma Clean Energy Strategy With RWE Solar

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

Fish Audio Raises $52M to Scale Voice AI Models

Polarise AI Gigafactories Target EU Tender With Consortium

Firmus Raises $2 Billion To Scale NVIDIA AI Factories Across Asia-Pacific

Microsoft Activates Hyderabad Region in $20.5B AI Push

Regional Trending

Live

24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?

A data center does not pause when the sun goes down. Servers continue processing requests

Net Zero Data Centers: Is Renewable Energy Enough?

Project Camellia: Inside OpenAI’s $20B Georgia Data Center Bet

AI Data Center Power Decisions: What Comes Before Technology Selection?

Opinion
all →

Zuckerberg Thinks $1 Billion Can Change AIData Center Politics

Air Cooling vs. Liquid Cooling: Has AI Infrastructure Reached the Point of No Return?

America’s AI Expansion Depends on Invisible Electrical Constraints

AI’s Most Expensive Upgrade May Happen After Silicon

Articles
all →

Net Zero Data Centers: Is Renewable Energy Enough?

Project Camellia: Inside OpenAI’s $20B Georgia Data Center Bet

AI Data Center Power Decisions: What Comes Before Technology Selection?

India’s ₹26.75 Trillion AI and Data Centers Investment Wave Is Being Driven

Blogs
all →

Why AI Infrastructure Decisions Should Include Finance Teams Earlier

Beyond PUE: Do We Need a New Metric for DC Distribution Efficiency?

Leak Detection Is No Longer Optional When Liquid Touches Silicon

Understanding Infrastructure Technical Debt in the AI Era

LONGREADS
all →

24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?

One RPU Spec Change, Seven Systems Impacted: Mapping the Cascade

The Blurring Line: How Digital Twins Became the Permanent Operating System

The AI Power Crunch: Why Data Center Growth Is Changing the Way Companies Think About Energy

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

AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
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

24/7 Clean Energy for AI: Can Data Centers Move Beyond Renewable Energy Procurement?

A data center does not pause when the sun goes down. Servers continue processing requests while cooling systems keep supporting

Polarise AI Gigafactories Target EU Tender With Consortium

Polarise is preparing to enter the European Union’s tender for a new generation of AI gigafactories, positioning the company inside

Net Zero Data Centers: Is Renewable Energy Enough?

Net zero data centers require more than renewable electricity to reduce their overall environmental impact. Data centers depend on electricity

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

Why AI Infrastructure Decisions Should Include Finance Teams Earlier

AI infrastructure now affects capital planning, operating costs, asset values, and business growth. A decision about compute capacity can also

Project Camellia: Inside OpenAI’s $20B Georgia Data Center Bet

Project Camellia marks a meaningful change in how OpenAI approaches the physical layer behind its artificial intelligence ambitions. The company

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

Cooling the Future: How Refroid Is Rewriting the Rules of AI Data Center Thermal Management

Top 10 Impactful Players in Data Infrastructure Series: Part 3

The Substation Is No Longer Someone Else’s Problem

AI Is Changing Where, How, and How Fast We Build Data Centers

AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2

AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era

AI’s Power Whiplash Is Starting To Break Data Centers

AI Infrastructure Energy Management: Data Center Power Strategy

Net Zero Data Centers Need More Than Renewable Energy Contracts

India’s Data Center Tax Reforms Are Rewriting the Rules of AI Deployment Speed

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