- Data Centers
Microsoft has stepped into a growing Washington debate over technology supply chains,
- 3 min
- Kiara Mandavia
Latest News
November 12, 2026
- Breaking
Oman has positioned itself well to claim a bigger share of the global artificial intelligence (AI) infrastructure market as a
- Data Centers
- 4 min
- Kiara Mandavia
- AI & Machine Learning
British AI hardware startup Fractile has raised $720 million in a Series C funding round. The investment values the company
- AI & Machine Learning
- 7 min
- Aakruti Thakkar
- AI & Machine Learning
Torus has raised $500 million in Series C funding to expand a manufacturing strategy that could change how companies deploy
- AI & Machine Learning
- 2 min
- Mahek Mandavia
- AI & Machine Learning
SoftBank, Grab and PETROS Commit $1.85 Billion to AI Infrastructure SoftBank Group, Grab and Malaysian energy company PETROS are joining
- AI & Machine Learning
- 7 min
- Aakruti Thakkar
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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
The 2026 US midterms have reshaped the risk profile of America’s AI infrastructure boom. Data center developers no longer face
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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6 REGIONS
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
- Data Centers
Vodacom Group is positioning itself to participate in Africa’s emerging artificial intelligence infrastructure market, but it does not intend to
- 3 min
- Kiara Mandavia
- Power & Energy Grid
FuelCell Energy is positioning its fuel cell technology closer to the next
- 3 min
- Mahek Mandavia
- Neo Clouds
Toshiba Europe has secured a UK government contract to develop technology for
- 5 min
- Aakruti Thakkar
Also in the News
Brookfield is set to give Britain a major boost by investing multi-billions into developing
- AI & Machine Learning
- Mahek Mandavia
Portugal is looking to introduce new environmental rules for data centers to encourage renewable
- Sustainability
- Kiara Mandavia
Marvell’s $115 Billion Lumentum Deal Signals AI’s Optical Shift Marvell Technology has agreed to
- AI & Machine Learning
- Aakruti Thakkar
TerraVolt Holdings has secured a large parcel of land in southern Idaho for the
- Data Centers
- Kiara Mandavia
South Korea will invest a record amount in its artificial intelligence infrastructure, semiconductor and
- AI & Machine Learning
- 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
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Most Read
The UK-based renewable energy company Downing Renewable Developments is now entering the data centers
- Data Centers
- Mahek Mandavia
Caterpillar is preparing to ramp up production of huge reciprocating engines and turbines that
- Power & Energy Grid
- Kiara Mandavia
Google Strengthens Financing for TeraWulf’s Kentucky AI Campus Google is extending its financial involvement
- Data Centers
- Aakruti Thakkar
Princeton Digital Group has secured approximately $1.3 billion in green financing to advance its
- Sustainability
- 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 →
Singapore’s growing appetite for artificial intelligence and cloud computing is putting greater pressure on
- Power & Energy Grid
- Kiara Mandavia
Equinix has launched SG6 at its data center in Singapore, growing its infrastructure presence
- AI & Machine Learning
- Kiara Mandavia
Anthropic has taken a large step into energy infrastructure. The company is spending $3.4
- Power & Energy Grid
- Mahek Mandavia
Australia’s data center expansion faces growing regulatory scrutiny after a New South Wales parliamentary
- Sustainability
- Aakruti Thakkar
EnterpriseDB (EDB) has acquired Altinity, bringing two major open source database technologies under one
- AI & Machine Learning
- 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
- North America
- 4 min
- Mahek Mandavia
- AI & Machine Learning
- World
- 27 min
- Aakruti Thakkar
- AI & Machine Learning
- World
- 6 min
- Mahek Mandavia
- AI & Machine Learning
- World
- 3 min
- Kiara Mandavia
Neo Clouds
- Neo Clouds
GPU Access Does Not Always Mean Scheduling Control A neocloud customer may reserve hundreds of
- 13 MIN
- Aakruti Thakkar
- Neo Clouds
- 17 MIN
- Mahek Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
Synopsys has joined the National University of Singapore’s Sustainable Tropical data center Testbed Phase 2.0,
- 5 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 5 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 10 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 10 MIN
- Aakruti Thakkar
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
The Construction Water Footprint of an AI Data Center Starts Before the First GPU Arrives
- 6 MIN
- Aakruti Thakkar
- Sustainability
- 18 MIN
- Kiara Mandavia
- Sustainability
- 22 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Aakruti Thakkar
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
FuelCell Energy is positioning its fuel cell technology closer to the next phase of AI
- 3 MIN
- Mahek Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 5 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
- AI & Machine Learning
- 7 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 2 MIN
- Mahek Mandavia
- AI & Machine Learning
- 7 MIN
- Aakruti Thakkar
Regional Trending
Live
- World
- Neo Clouds
A GPU can finish its assigned computation and still contribute very little to the progress
- 17 MIN
- Mahek Mandavia
- Power & Energy Grid
- 4 MIN
- Mahek Mandavia
- Sustainability
- 13 MIN
- Aakruti Thakkar
- Data Centers
- 10 MIN
- Aakruti Thakkar
Opinion
- Liquid & Immersion Cooling
- 5 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Aakruti Thakkar
Articles
- Power & Energy Grid
- 4 MIN
- Mahek Mandavia
- Sustainability
- 13 MIN
- Aakruti Thakkar
- Data Centers
- 10 MIN
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- Liquid & Immersion Cooling
- 5 MIN
- Kiara Mandavia
Blogs
- Data Centers
- 5 MIN
- Mahek Mandavia
- Data Centers
- 6 MIN
- Aakruti Thakkar
- Neo Clouds
- 5 MIN
- Aakruti Thakkar
- Neo Clouds
- 6 MIN
- Kiara Mandavia
LONGREADS
- Neo Clouds
- 17 MIN
- Mahek Mandavia
- Power & Energy Grid
- 35 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 27 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 13 MIN
- Mahek 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
Network Topology Is Becoming the Hidden Differentiator in AI Cloud Economics
A GPU can finish its assigned computation and still contribute very little to the progress of a distributed AI workload.
Consortium Unveils Plans for 400MW AI Data Center in Oman
Oman has positioned itself well to claim a bigger share of the global artificial intelligence (AI) infrastructure market as a
Southern Company Rides AI Boom With Data Center Power Growth
Southern Company is beginning to see the artificial intelligence infrastructure boom translate into measurable electricity consumption, giving investors a more
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
The New Currency in AI Data Centers: Fiber Strand Count, Not Just Megawatts
An AI data center can secure substantial electrical capacity, accommodate thousands of accelerator racks, and still encounter a serious infrastructure
Can Data Center Biodiversity Commitments Survive a Multi-Phase Campus Expansion?
Introduction: When Campus Expansion Changes the Ecological Equation A data center campus rarely reaches its final configuration in a single
Industry Intelligence
Premium
Market Intelligence
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale.
- 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
- Sustainability
- 5 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 4 MIN
- Mahek Mandavia
- Power & Energy Grid
- 5 MIN
- Aakruti Thakkar
Newsletter
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COMPUTE WEEKLY
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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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