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- AI & Machine Learning
California-based semiconductor startup Nuvacore is seeking hundreds of millions of dollars to
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- Kiara Mandavia
Latest News
October 14, 2026
- Breaking
Odisha has approved a ₹176.83 crore disaster recovery data center in Keonjhar, advancing the state’s efforts to protect critical government
- Data Centers
- 3 min
- Kiara Mandavia
- Sustainability
CDC Data centers has proposed community benefits AU$225 million for a planned 1.4 gigawatt data center campus near Wagga Wagga,
- Sustainability
- 3 min
- Kiara Mandavia
- AI & Machine Learning
Adani Enterprises Limited, the flagship company of the Adani Group, and Jabil Inc., a global engineering, supply chain and manufacturing
- AI & Machine Learning
- 4 min
- Mahek Mandavia
- AI & Machine Learning
French cloud provider Scaleway plans to build an AMD-powered AI supercomputer in Sweden, expanding its infrastructure footprint beyond France as
- AI & Machine Learning
- 5 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
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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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
- Neo Clouds
Sharon AI has secured a $356 million GPU-backed debt facility, strengthening its financial capacity to expand artificial intelligence infrastructure across
- 5 min
- Aakruti Thakkar
- AI & Machine Learning
Henox IT and Data Centers has unveiled Henox Crest, a proposed coastal
- 3 min
- Kiara Mandavia
- AI & Machine Learning
Applied Optoelectronics, Inc. (AOI) has completed its previously announced $600 million at-the-market
- 3 min
- Mahek Mandavia
Also in the News
Huawei is expanding its role in Iraq’s digital infrastructure market after signing an agreement
- Data Centers
- Kiara Mandavia
Infineon Technologies has completed its acquisition of Bengaluru-based C2i Semiconductors, adding software-defined multiphase controllers
- AI & Machine Learning
- Kiara Mandavia
Trentar Private Limited, the technology and infrastructure arm of Dorf Ketal Group, is planning
- Data Centers
- Mahek Mandavia
Sesterce Targets Finland With $11 Billion AI Buildout French AI infrastructure company Sesterce plans
- Neo Clouds
- Aakruti Thakkar
HF Sinclair is expanding its position in the data center cooling market with a
- Liquid & Immersion Cooling
- 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
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
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 →
Governments are stepping up scrutiny of data center development as artificial intelligence increases demand
- Sustainability
- Aakruti Thakkar
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
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
- 6 min
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- AI & Machine Learning
- World
- 16 min
- Kiara Mandavia
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- AI & Machine Learning
- North America
- 4 min
- Mahek Mandavia
- 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
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- Neo Clouds
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Liquid & Immersion Cooling
- Liquid & Immersion Cooling
The Hidden Infrastructure Gap Between Compute Availability and Cooling Capacity A modern data center can
- 8 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 8 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 9 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
- 12 MIN
- Mahek Mandavia
- Sustainability, Uncategoried
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- Kiara Mandavia
- Sustainability
- 5 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Aakruti Thakkar
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
ReNew is moving deeper into India’s data centre infrastructure market with a proposed ₹70,000 crore
- 4 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
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- 4 MIN
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- AI & Machine Learning
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Regional Trending
Live
- World
- Liquid & Immersion Cooling
The first sign that a data center cannot sustain its intended computing load may not
- 18 MIN
- Kiara Mandavia
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- 5 MIN
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Opinion
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Articles
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Blogs
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LONGREADS
- Liquid & Immersion Cooling
- 18 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 16 MIN
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- Liquid & Immersion Cooling
- 15 MIN
- Kiara Mandavia
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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
Designing for Derating: What Happens When You Have to Turn Down Compute
The first sign that a data center cannot sustain its intended computing load may not appear on a temperature dashboard.
Odisha Clears ₹176.83 Crore Disaster Recovery Data Center
Odisha has approved a ₹176.83 crore disaster recovery data center in Keonjhar, advancing the state’s efforts to protect critical government
CtrlS Brings Billion-Dollar Digital Infrastructure to Buddha’s Enlightenment – Bodh Gaya City
CtrlS Datacenters has outlined a major expansion of its digital infrastructure footprint in Bihar, pairing the inauguration of a new
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
Does Modular Lock You Into One Cooling Vendor or Give You Leverage?
A modular cooling system can arrive on site looking complete, tested, and ready for installation, yet its most consequential procurement
Anthropic Warns AI Could Soon Reproduce Itself Without Data Centers
Anthropic’s warning about artificial intelligence models potentially reproducing themselves across internet-connected devices points to a cybersecurity challenge that extends beyond
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
- Liquid & Immersion Cooling
- 5 MIN
- Aakruti Thakkar
- Power & Energy Grid
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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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