- Sustainability
Nebius is discovering that hyperscale growth comes with a measurable environmental cost.
- 3 min read
Latest News
August 5, 2026
- Breaking
Sarvam AI Expands GPU Infrastructure With Series C Funding
Sarvam AI Raises Series C To Expand AI GPU Infrastructure Capacity Artificial intelligence companies are entering a new phase where
- Neo Clouds
- 3 min read
- Data Centers
Samsung Heavy Industries (SHI) has now taken its floating data center program into the engineering phase after signing a strategic
- Data Centers
- 3 min read
- AI & Machine Learning
SoftBank has taken another step in expanding its artificial intelligence infrastructure ambitions by backing a new regional data center initiative
- AI & Machine Learning
- 4 min read
- Power & Energy Grid
Clearway has withdrawn plans to build a natural gas-powered data center project on federal land in Nevada, marking a notable
- Power & Energy Grid
- 4 min read
Reach 40,000+ senior technology leaders and infrastructure decision-makers
Premium placements available · computeforecast.com/advertise
Annual Intelligence Report
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
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
84 PAGES
6 REGIONS
40+ CHARTS
Reach 40,000+ senior technology leaders and infrastructure decision-makers
Premium placements available · computeforecast.com/advertise
INDUSTRY DEALS & CAPEX TRACKER
- Updated Daily
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, LouisianaInternal CapEx Programme
$40.0B
CAPEX
DATA CENTRES
CONFIRMED
06 JUL 2026
Anthropic
20-year AI infrastructure lease – Justified Data campus, Hawesville, KentuckyTeraWulf Inc.
$19.0B
INFRA
AI / DATA CENTRES
SIGNED
03 JUL 2026
Pure DC
Debt financing secured against Dublin & Amsterdam data centre campusesUndisclosed Lenders
$2.7B
FUNDING
DATA CENTRES
CLOSED
29 JUN 2026
Digital Realty
Purchase of Blackstone’s 64% interest in three Northern Virginia data centresBlackstone
$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 capacityUndisclosed Investors
$2.0B
FUNDING
DATA CENTRES
PENDING
26 MAY 2026
Enlight / Clēnera
200MW
PPA
ENERGY
SIGNED
23 FEB 2026
Amazon
Data centre campuses – Caddo & Bossier Parishes, Northwest LouisianaInternal CapEx Programme
$12.0B
CAPEX
DATA CENTRES
CONFIRMED
APR 2026
Bridge Data Centres
Bain Capital divesting controlling stake – Southeast Asia & India platformBain Capital
$5.0B
M&A
DATA CENTRES
PENDING
Top Stories
- Neo Clouds
IREN Secures Nvidia Backing to Scale AI Cloud Capacity
AI Cloud Capacity Becomes the New Battleground Beyond Chip Sales Nvidia is moving beyond its traditional role as a GPU
- 3 min read
- Power & Energy Grid
Google is reinforcing the energy foundation behind its expanding cloud and AI
- 3 min read
- AI & Machine Learning
Newly established neocloud provider Kidz AI has signed a Memorandum of Understanding
- 3 min read
Also in the News
Orange is preparing one of France’s largest digital infrastructure investments through a planned €3
- AI & Machine Learning
Compass Datacenters has raised $413 million through its latest asset-backed securities (ABS) transaction, reinforcing
- Data Centers
Malaysia’s push to become Southeast Asia’s next digital infrastructure powerhouse received a significant boost
- Sustainability
Artificial intelligence chip startup Etched has secured $300 million in a Series C funding
- AI & Machine Learning
Bitcoin treasury company Empery Digital is expanding its presence in artificial intelligence infrastructure with
- AI & Machine Learning
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
Upcoming Events
TBD
TBD
The AI Infrastructure Race (India)
WEBINAR · ONLINE
The AI Infrastructure Race: Won on Power, Land and Trust — Not Capital
MAY
0
AI Infrastructure Summit
DUBAI · IN PERSON
MEA’s premier AI infrastructure event.
MAY
0
Neo Cloud Investor Day — NYC
NEW YORK · HYBRID
GPU-as-a-service market outlook with CoreWeave, Lambda & peers.
JUN
0
0
Compute Forecast Summit
SINGAPORE · IN PERSON
Our flagship APAC event. Early bird open.
COMPUTE WEEKLY
The briefing that 40,000+ tech leaders read every Monday. Sharp, fast, essential.
Most Read
Saudi Arabia’s digital infrastructure pipeline could soon expand again as Al Moammar Information Systems
- Data Centers
Government and Industry Unite to Build an Integrated AI Infrastructure Ecosystem South Korea is
- AI & Machine Learning
SK Group and NVIDIA have significantly expanded their long-standing relationship with a $500 billion-plus
- AI & Machine Learning
Sustainability now defines the next phase of data center development rather than serving only
- Sustainability
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 →
India’s Electromech Infraprojects Ltd. (EIL) is expanding its international digital infrastructure ambitions after signing
- Data Centers
China’s AI infrastructure race is entering another phase of hyperscale expansion as DeepSeek reportedly
- Data Centers
CleanCore Solutions has secured one of its largest infrastructure commitments since entering the AI
- Data Centers
AI infrastructure startup raises Series C to expand GPU cloud capacity The race to
- Neo Clouds
Germany’s energy transition is increasingly creating opportunities beyond electricity generation. Utilities are beginning to
- Data Centers
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
Trump AI Order Collides With Bipartisan Governance Push
- 6 min read
- AI & Machine Learning
- World
Why AI Infrastructure Is Reshaping Enterprise Capital Planning
- 17 min read
- AI & Machine Learning
- World
What Happens When AI Infrastructure Ages Faster Than Enterprise Hardware Cycles?
- 5 min read
- AI & Machine Learning
- World
The AI Data Center Cooling Race: Why Thermal Innovation Could Shape AI Infrastructure Growth
- 5 min read
- AI & Machine Learning
- World
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
- 3 min read
Neo Clouds
- Neo Clouds
The APAC Neocloud Wave Is Redrawing Regional Compute Geography
Asia-Pacific’s New Compute Race Artificial intelligence infrastructure is entering a new phase across the Asia-Pacific
- 5 MIN
- Neo Clouds
Why Substations Are Sovereignty: The 18-Month Grid Queue Deciding Australia’s AI Future
- 20 MIN
- Neo Clouds
If Your Region Has No Transformer, Your Data Residency Plan Has No Home?
- 19 MIN
- Neo Clouds
The Rise of the Energy-First Developer: When Neoclouds Become Power Companies
- 19 MIN
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
Inside NanoTherma’s Mission To Turn Data Center Heat Valuable
Artificial intelligence has fundamentally changed how data centers consume electricity, forcing infrastructure developers to reconsider
- 4 MIN
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Liquid & Immersion Cooling
Future-Proof AI Data Centers With Hybrid Cooling That Adapts and Protects
- 6 MIN
- Liquid & Immersion Cooling
Why Water Is Emerging as AI’s Biggest Infrastructure Challenge
- 5 MIN
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
We’ve Simplified Data Centers Into Environmental Villains Too Quickly
A single dashboard cannot tell an operator whether a data center is actually greener than
- 4 MIN
- Sustainability
Not All Green Electrons Are Equal: Location vs Procurement in Sustainability Claims
- 14 MIN
- Sustainability
The Rise of the Hectare-Watt: Land-Use Economics in Compute-Greenhouse Colocation
- 22 MIN
- Sustainability
Will Moving Regions Reduce Our Carbon Bill and ESG Risk?
- 5 MIN
- Sustainability
Your ESG Report is Being Written Inside Your Electrical Room
- 6 MIN
- Sustainability
The Diesel Paradox: Your Backup Power Will Need a Sustainability Declaration Too
- 6 MIN
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
Clearway Abandons Nevada Gas-Powered Data Center Proposal
- Power & Energy Grid
Clearway has withdrawn plans to build a natural gas-powered data center project on federal land
- 4 MIN
- Power & Energy Grid
Eurus Energy and Toyota Tsusho Launch Japan’s First Wind-Connected Data Center
- 3 MIN
- Power & Energy Grid
PowerX and Highreso Partner to Strengthen Japan’s AI Infrastructure Strategy
- 3 MIN
- Power & Energy Grid
Hitachi Energy Advances Frankfurt Data Center With Dedicated 110kV Grid Connection
- 3 MIN
- Power & Energy Grid
ECL and PowerCell Target 300 MW Hydrogen Buildout for AI Data Centers
- 3 MIN
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
Samsung Advances Floating Data Centers Into Engineering Execution
- 3 MIN
- AI & Machine Learning
SoftBank Expands Southeast Asia Data Center Strategy With Regional Infrastructure Partnership
- 4 MIN
- AI & Machine Learning
Kidz AI Signs Dallas Colocation Deal to Scale Enterprise AI Infrastructure
- 3 MIN
- Data Centers
Electromech Infraprojects Expands Into GCC Data Centers Through Nova Capital Partnership
- 3 MIN
Regional Trending
Live
- World
- AI & Machine Learning
Why AI Infrastructure Is Reshaping Enterprise Capital Planning
The biggest changes in technology investment rarely begin inside a finance spreadsheet, yet that is
- 17 MIN
- Data Centers
Why Data Center Design Is Becoming More Workload-Specific Than Ever Before
- 9 MIN
- Liquid & Immersion Cooling
Inside NanoTherma’s Mission To Turn Data Center Heat Valuable
- 4 MIN
- Data Centers
How Brookfield and NextEra Rewrote Who Builds Data Centers
- 5 MIN
Opinion
all →
- AI & Machine Learning
The AI Data Center Cooling Race: Why Thermal Innovation Could Shape AI Infrastructure Growth
- 5 MIN
- Power & Energy Grid
The Middle East’s Greatest Energy Asset Stays Unused
- 4 MIN
- Power & Energy Grid
Energy Bulls May Be Ignoring Their Biggest Threat
- 3 MIN
- Neo Clouds
Neocloud AI Infrastructure Market: How Specialized Providers Could Reshape AI Computing
- 5 MIN
Articles
all →
- Data Centers
Why Data Center Design Is Becoming More Workload-Specific Than Ever Before
- 9 MIN
- Liquid & Immersion Cooling
Inside NanoTherma’s Mission To Turn Data Center Heat Valuable
- 4 MIN
- Data Centers
How Brookfield and NextEra Rewrote Who Builds Data Centers
- 5 MIN
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
Blogs
all →
- Data Centers
OEMs Are No Longer Vendors. They Are Co-Builders of the AI Data Center
- 6 MIN
- AI & Machine Learning
What Happens When AI Infrastructure Ages Faster Than Enterprise Hardware Cycles?
- 5 MIN
- AI & Machine Learning
Water Rights Before Power Rights: The New Pre Construction Checklist for AI Factories
- 6 MIN
- Power & Energy Grid
Why India Can’t Add Its Way Out Of The AI Power Crunch
- 6 MIN
LONGREADS
all →
- AI & Machine Learning
Why AI Infrastructure Is Reshaping Enterprise Capital Planning
- 17 MIN
- Neo Clouds
Why Substations Are Sovereignty: The 18-Month Grid Queue Deciding Australia’s AI Future
- 20 MIN
- Liquid & Immersion Cooling
Can You Move Out? Why Liquid Cooling Locks You Into Power and Water Decisions for Five Years
- 19 MIN
- Data Centers
Can the AI Boom Be Sustainable? The Race to Build Low-Carbon, Low-Water and Energy-Efficient Data Centers
- 16 MIN
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
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
Why AI Infrastructure Is Reshaping Enterprise Capital Planning
The biggest changes in technology investment rarely begin inside a finance spreadsheet, yet that is where their long-term impact eventually
Sarvam AI Expands GPU Infrastructure With Series C Funding
Sarvam AI Raises Series C To Expand AI GPU Infrastructure Capacity Artificial intelligence companies are entering a new phase where
Why Data Center Design Is Becoming More Workload-Specific Than Ever Before
The Changing Relationship Between Applications and Data Center Design Architecture For many years, enterprise data centers were designed around a
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
OEMs Are No Longer Vendors. They Are Co-Builders of the AI Data Center
AI projects now begin with conversations that would have seemed unusual only a few years ago. Before a contractor marks
Inside NanoTherma’s Mission To Turn Data Center Heat Valuable
Artificial intelligence has fundamentally changed how data centers consume electricity, forcing infrastructure developers to reconsider not only how they deliver
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
- 10 MIN
- Liquid & Immersion Cooling
Cooling the Future: How Refroid Is Rewriting the Rules of AI Data Center Thermal Management
- 25 MIN
- Data Centers
Top 10 Impactful Players in Data Infrastructure Series: Part 3
- 7 MIN
- Data Centers
The Substation Is No Longer Someone Else’s Problem
- 5 MIN
- Data Centers
AI Is Changing Where, How, and How Fast We Build Data Centers
- 5 MIN
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
- 3 MIN
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era
- 6 MIN
- Power & Energy Grid
India’s Floating Solar Ambition Needs More Than Water
- 3 MIN
- Power & Energy Grid
Georgia’s Pop-Up Plant Sets A Risky Infrastructure Precedent
- 4 MIN
- AI & Machine Learning
Every AI Megawatt Now Comes With A Surcharge, Remember Meta?
- 4 MIN
- Data Centers
Loudoun Just Challenged Data Centers’ Unlimited Growth Assumption
- 4 MIN