- Power & Energy Grid
OpenAI plans to reduce electricity consumption at its directly developed U.S. data
- 5 min
- Aakruti Thakkar
Latest News
November 4, 2026
- Breaking
Marvell’s $115 Billion Lumentum Deal Signals AI’s Optical Shift Marvell Technology has agreed to acquire Lumentum Holdings in an all-stock
- AI & Machine Learning
- 8 min
- Aakruti Thakkar
- Data Centers
TerraVolt Holdings has secured a large parcel of land in southern Idaho for the development of 240MW of gas-powered data
- Data Centers
- 3 min
- Kiara Mandavia
- AI & Machine Learning
South Korea will invest a record amount in its artificial intelligence infrastructure, semiconductor and high-end computing capabilities with data centers
- AI & Machine Learning
- 3 min
- Mahek Mandavia
- Power & Energy Grid
OpenAI is taking a more direct approach to one of the biggest challenges faced by the AI industry, increasing pressure
- Power & Energy Grid
- 3 min
- Kiara Mandavia
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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
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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
Samsung SDS has started construction of an AI infrastructure project that will offer 120MW of capacity in Gumi, South Korea.
- 3 min
- Kiara Mandavia
- Sustainability
England has introduced a new environmental obligation for developers pursuing large-scale data
- 2 min
- Kiara Mandavia
- Data Centers
India’s data center investment market could be set for a major shift
- 4 min
- Mahek Mandavia
Also in the News
Seven companies have formed an alliance to develop an infrastructure to link quantum computers,
- AI & Machine Learning
- Kiara Mandavia
General Compute has raised $100 million in Series A funding, giving the AI cloud
- Neo Clouds
- Kiara Mandavia
STTGDC has secured a US$590 million green loan facility to finance the fit-out and
- Data Centers
- Mahek Mandavia
CoreWeave has expanded its international artificial intelligence infrastructure with a new deployment in Denmark
- AI & Machine Learning
- Aakruti Thakkar
Siemens and Nvidia are going further with their industrial AI partnership. The new partnership
- AI & Machine Learning
- 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
Anant Raj Limited is positioning Haryana for a larger role in India’s digital infrastructure
- Data Centers
- Kiara Mandavia
Australian water infrastructure company coNEXA plans to invest A$250 million in expanding its AquaNet
- Sustainability
- Mahek Mandavia
Germany’s former nuclear power plant sites could find a new role in the country’s
- AI & Machine Learning
- Kiara Mandavia
The UK government has introduced a new policy framework that could give strategically important
- Power & Energy Grid
- 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 →
Hyundai Motor Group is taking a step into South Korea’s artificial intelligence infrastructure market
- Data Centers
- Kiara Mandavia
National Grid has acquired 29.5 hectares of land at Dorman Point within the Teesworks
- Power & Energy Grid
- Aakruti Thakkar
Germany-based neuromorphic computing company SpiNNcloud has changed its name to Sparxity, and is taking
- AI & Machine Learning
- Kiara Mandavia
LG Uplus and Ecolab Korea are now joining forces with a partnership focused on
- Liquid & Immersion Cooling
- Mahek Mandavia
Larsen & Toubro‘s AI cloud and hyperscale data centre business, Vyoma.AI, has broken ground
- Liquid & Immersion Cooling
- 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
- APAC
- 5 min
- Kiara Mandavia
- AI & Machine Learning
- World
- 17 min
- Kiara Mandavia
- AI & Machine Learning
- World
- 5 min
- Kiara Mandavia
- AI & Machine Learning
- APAC
- 6 min
- Aakruti Thakkar
- AI & Machine Learning
- World
- 3 min
- Kiara Mandavia
Neo Clouds
- Neo Clouds
When Reserved GPU Capacity Fails Acceptance Tests A Neocloud customer may reserve thousands of GPUs
- 9 MIN
- Aakruti Thakkar
- Neo Clouds
- 20 MIN
- Aakruti Thakkar
- Neo Clouds
- 23 MIN
- Aakruti Thakkar
- Neo Clouds
- 18 MIN
- Aakruti Thakkar
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
The Repair That Exposes a Larger Infrastructure Problem A technician preparing to replace a faulty
- 10 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 10 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 8 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 11 MIN
- Aakruti Thakkar
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
A Change in Ownership Can Change the Sustainability Equation A data center can change hands
- 5 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
OpenAI is taking a more direct approach to one of the biggest challenges faced by
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 6 MIN
- Aakruti Thakkar
- 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
- AI & Machine Learning
- 3 MIN
- Mahek Mandavia
- Data Centers
- 3 MIN
- Kiara Mandavia
Regional Trending
Live
- Europe
- Neo Clouds
An AI workload can move to another computing environment without changing its purpose, but its
- 20 MIN
- Aakruti Thakkar
- Sustainability
- 11 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 5 MIN
- Kiara Mandavia
Opinion
- AI & Machine Learning
- 6 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 3 MIN
- Mahek Mandavia
Articles
- Sustainability
- 11 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 5 MIN
- Kiara Mandavia
- Power & Energy Grid
- 8 MIN
- Aakruti Thakkar
Blogs
- AI & Machine Learning
- 5 MIN
- Kiara Mandavia
- AI & Machine Learning
- 7 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 5 MIN
- Kiara Mandavia
- AI & Machine Learning
- 5 MIN
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LONGREADS
- Neo Clouds
- 20 MIN
- Aakruti Thakkar
- Sustainability
- 18 MIN
- Kiara Mandavia
- AI & Machine Learning
- 17 MIN
- Kiara Mandavia
- Data Centers
- 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
Can Neocloud Customers Keep Their Security Controls When They Change Providers?
An AI workload can move to another computing environment without changing its purpose, but its security conditions rarely remain identical.
Marvell Bets Big on AI Optics With Lumentum Acquisition
Marvell’s $115 Billion Lumentum Deal Signals AI’s Optical Shift Marvell Technology has agreed to acquire Lumentum Holdings in an all-stock
AI Infrastructure Buyers Need to Understand the Environmental Cost of Replacement Parts
The Environmental Impact of Replacement Parts Is Becoming an AI Infrastructure Procurement Issue AI infrastructure procurement increasingly involves decisions that
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
Why Quantum Will Not Replace GPU Cluster, But Will Rewire It
Quantum processors will not eliminate the infrastructure that supports conventional computing, because their operating requirements and computational strengths point toward
Southeast Asia’s AI Race Needs Greater Accountability and Openness Now
Southeast Asia’s AI ambitions are being taken more seriously and the focus will move to ensuring there is good management
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
- Data Centers
- 4 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 4 MIN
- Mahek Mandavia
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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