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ST Telemedia Global Data Centers (STT GDC) has secured up to $1.37
- 5 min read
- Aakruti Thakkar
Latest News
August 18, 2026
- Breaking
Modus has raised $10 million in seed funding to build infrastructure designed to solve a growing problem in enterprise AI:
- AI & Machine Learning
- 7 min read
- Aakruti Thakkar
- Data Centers
CVC DIF is moving deeper into Germany’s digital infrastructure market with an agreement to acquire a significant majority stake in
- Data Centers
- 3 min read
- Kiara Mandavia
- AI & Machine Learning
Larsen & Toubro (L&T), through its AI infrastructure businesses, has secured a major contract with U.S.-based AI cloud company Together
- AI & Machine Learning
- 2 min read
- Mahek Mandavia
- Neo Clouds
Groq has raised $350 million in a Series A round as the AI infrastructure company moves to expand its inference
- Neo Clouds
- 4 min read
- Kiara Mandavia
Reach 40,000+ senior technology leaders and infrastructure decision-makers
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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
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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40+ CHARTS
Reach 40,000+ senior technology leaders and infrastructure decision-makers
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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
- Liquid & Immersion Cooling
Malaysia is pushing palm oil into data center cooling as AI workloads intensify pressure on water and energy. The Malaysian
- 3 min read
- Kiara Mandavia
- Data Centers
DayOne Data Centers has launched Singapore’s first Biological Data Center Prototype with
- 4 min read
- Mahek Mandavia
- Power & Energy Grid
The race to build AI infrastructure is pushing data center developers deeper
- 3 min read
- Kiara Mandavia
Also in the News
Nvidia is teaming up with six major financial institutions to create financing platforms aimed
- AI & Machine Learning
- Kiara Mandavia
French data center developer Azur Datacenter is moving into a different kind of infrastructure
- Data Centers
- Mahek Mandavia
5C Group is putting more capital behind its North American AI infrastructure ambitions after
- AI & Machine Learning
- Kiara Mandavia
Selected Group will utilize surplus heat from atNorth’s DEN02 data center in Ølgod, Denmark,
- Sustainability
- Kiara Mandavia
Polarise is preparing to enter the European Union’s tender for a new generation of
- 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
Upcoming Events
TBD
24
SEP
WEBINAR · ONLINE · REGISTER NOW
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
Nabiax plans to invest €800 million in its Spanish data center platform as demand
- Data Centers
- Aakruti Thakkar
Siemens Energy is starting work on 20 steam turbine-generator sets with a combined capacity
- Power & Energy Grid
- Kiara Mandavia
Digital Core REIT is selling interests in three North American data centers to sponsor
- Data Centers
- Mahek Mandavia
Equinix has signed a new power agreement for its Hampton, Georgia data center project.
- Data Centers, 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 →
Taiwan-based AI infrastructure company KONST is expanding into Southeast Asia through a new deployment
- Data Centers
- Aakruti Thakkar
Energy Vault has signed a 1.25 GW commercial agreement aimed at solving one of
- Power & Energy Grid
- Mahek Mandavia
The program aims to advance industry representation and workforce development across the industry. Reykjavík,
- Data Centers
- Kiara Mandavia
Samsung Electronics has completed a new HVAC manufacturing facility operated by FläktGroup in Pune,
- Liquid & Immersion Cooling
- Kiara Mandavia
Beetaloo Energy Australia is bringing Halliburton into an emerging plan to link Northern Territory
- Power & Energy Grid
- 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
- World
- 7 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 24 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 5 min read
- Kiara Mandavia
- AI & Machine Learning
- North America
- 4 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
Alibaba Just Changed the Clock for AI Infrastructure with Cutting the Delivery Time to 100 Days
The next contest in artificial intelligence infrastructure is moving beyond who can secure the most
- 6 MIN
- Kiara Mandavia
- Neo Clouds
- 17 MIN
- Kiara Mandavia
- Neo Clouds
- 20 MIN
- Kiara Mandavia
- Neo Clouds
- 19 MIN
- Kiara Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
India’s AI infrastructure buildout is creating a problem that cannot be solved by adding more
- 9 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 4 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 6 MIN
- Akash Sharma
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
59 US Data Centers Could Become Carbon Heavyweights
A data center’s carbon footprint is usually discussed as if it begins when a server
- 4 MIN
- Kiara Mandavia
- Sustainability
- 20 MIN
- Kiara Mandavia
- Sustainability
- 15 MIN
- Kiara Mandavia
- Power & Energy Grid, Sustainability
- 5 MIN
- Aakruti Thakkar
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
The race to build AI infrastructure is pushing data center developers deeper into the energy
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Data Centers, Power & Energy Grid
- 7 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
Regional Trending
Live
- World
- AI & Machine Learning
The Ownership Question: Mapping Who Holds Risk Across the AI Infrastructure Stack
An AI system can fail without anyone immediately knowing who owns the failure. The user
- 24 MIN
- Aakruti Thakkar
- Power & Energy Grid
- 6 MIN
- Aakruti Thakkar
Opinion
- Data Centers
- 4 MIN
- Aakruti Thakkar
Articles
- Power & Energy Grid
- 6 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 7 MIN
- Aakruti Thakkar
Blogs
- Power & Energy Grid, Sustainability
- 5 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 5 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 5 MIN
- Mahek Mandavia
LONGREADS
- AI & Machine Learning
- 24 MIN
- Aakruti Thakkar
- Data Centers
- 17 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 20 MIN
- Kiara Mandavia
- Data Centers
- 19 MIN
- Aakruti Thakkar
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
The Ownership Question: Mapping Who Holds Risk Across the AI Infrastructure Stack
An AI system can fail without anyone immediately knowing who owns the failure. The user sees an answer, an error,
Modus Raises $10M to Build AI Context Infrastructure
Modus has raised $10 million in seed funding to build infrastructure designed to solve a growing problem in enterprise AI:
The AI Power Crunch: Why Data Center Growth Is Changing the Way Companies Think About Energy
Artificial intelligence is reshaping investment decisions across digital infrastructure. Its expansion also depends on a physical resource that software cannot
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
Why Data Center Carbon Emissions Are Becoming an Infrastructure Planning Problem
When Power Demand Becomes a Planning Constraint A new data center can look like a straightforward technology investment until electricity
Nvidia Reins In OpenAI’s $500 Billion Ohio Gamble
Nvidia is pulling back from the most aggressive version of its proposed financial support for OpenAI’s planned Ohio data center,
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
- Kiara Mandavia
- Liquid & Immersion Cooling
Cooling the Future: How Refroid Is Rewriting the Rules of AI Data Center Thermal Management
- 25 MIN
- Sanjana Mandavia
- Data Centers
Top 10 Impactful Players in Data Infrastructure Series: Part 3
- 7 MIN
- Kiara Mandavia
- Data Centers
The Substation Is No Longer Someone Else’s Problem
- 5 MIN
- Sanjana Mandavia
- Data Centers
AI Is Changing Where, How, and How Fast We Build Data Centers
- 5 MIN
- Kiara Mandavia
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era
- 6 MIN
- Kiara Mandavia
- AI & Machine Learning
Finland Gets One Thing Right About AI Infrastructure
- 4 MIN
- Mahek Mandavia
- Data Centers
Liquid Cooling Is Becoming an Infrastructure Decision, Not Just a Thermal Upgrade
- 4 MIN
- Aakruti Thakkar
- Data Centers
More Data Centers: AI Necessity or Infrastructure Overreach?
- 4 MIN
- Kiara Mandavia
- Data Centers
Data Center Boom Is Rewriting Insurance’s Risk Playbook
- 5 MIN
- Mahek Mandavia
