Skip to content 
- Neo Clouds
AIB Data Centers has signed a binding agreement with Nebius for 50
- 3 min read
- Kiara Mandavia
Latest News
October 5, 2026
- Breaking
Philippine telecom operator Globe Telecom Inc. is preparing a major expansion into artificial intelligence and data center infrastructure, with plans
- AI & Machine Learning
- 2 min read
- Kiara Mandavia
- Power & Energy Grid
Alibaba Group Holding is exploring a potential solar-power arrangement for a data center in Spain, opening another front in the
- Power & Energy Grid
- 2 min read
- Kiara Mandavia
- Neo Clouds
General Compute is turning its next infrastructure expansion toward wafer-scale inference, signing a multi-year agreement with Cerebras to deploy its
- Neo Clouds
- 4 min read
- Mahek Mandavia
- Data Centers
JERA, Dell and RHAELM Target National AI Infrastructure Japan’s biggest power generator, JERA, is joining Dell Technologies and RHAELM to
- Data Centers
- 5 min read
- Aakruti Thakkar
Reach 40,000+ senior technology leaders and infrastructure decision-makers
Premium placements available · computeforecast.com/advertise
- 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
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
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
A proposed underwater AI data center in the waters off Maine has entered a new regulatory phase as conservationists challenge
- 3 min read
- Kiara Mandavia
- Liquid & Immersion Cooling
Options Technology is expanding its infrastructure strategy around high-density computing through a
- 4 min read
- Mahek Mandavia
- AI & Machine Learning
Samsung Electronics and five Samsung affiliates are committing a combined $1 billion
- 5 min read
- Aakruti Thakkar
Also in the News
VIRTUS Data Centres has secured a £2.45 billion financing package to support its next
- Data Centers
- Aakruti Thakkar
A consortium backed by BlackRock Inc. and IFM Investors has entered exclusive talks to
- Data Centers
- Kiara Mandavia
Vertiv Holdings Co. is moving deeper into the AI infrastructure services market through an
- Liquid & Immersion Cooling
- Kiara Mandavia
Odisha has cleared a massive new investment pipeline that places data centers, artificial intelligence
- Data Centers
- Mahek Mandavia
PT Telkom Indonesia is advancing talks with potential strategic partners for NeutraDC, opening the
- Data Centers
- Aakruti Thakkar
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
TBC
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
Seligman Investments has doubled the deployable capital available to Seligman Ventures to $1 billion,
- AI & Machine Learning
- Aakruti Thakkar
LG Electronics has secured a new position inside Nvidia’s infrastructure ecosystem as AI data
- Liquid & Immersion Cooling
- Mahek Mandavia
Google is preparing to take a small but consequential step toward putting artificial intelligence
- Data Centers
- Mahek Mandavia
Nscale has raised $3.36 billion through convertible loan notes as the British AI infrastructure
- Neo Clouds
- 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 →
Energa Obrót, renewable energy developer Central Energy Group (CGE), and the municipality of Konin
- Power & Energy Grid
- Mahek Mandavia
Amazon is set to acquire two data center properties in Hong Kong’s New Territories
- Data Centers
- Kiara Mandavia
Legrand is raising its long-term growth ambitions as the rapid expansion of artificial intelligence
- Data Centers
- Aakruti Thakkar
China has activated what it describes as the world’s first commercial-scale wind-powered underwater data
- Sustainability
- Kiara Mandavia
Schneider Electric is pushing deeper into AI data center thermal infrastructure with a new
- Liquid & Immersion Cooling
- 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
- 7 min read
- Mahek Mandavia
- AI & Machine Learning
- World
- 21 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 6 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 4 min read
- Mahek Mandavia
- AI & Machine Learning
- World
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
AI buyers often reserve compute because waiting for capacity can disrupt deployment plans. A reservation
- 9 MIN
- Aakruti Thakkar
- Neo Clouds
- 32 MIN
- Aakruti Thakkar
- Neo Clouds
- 16 MIN
- Kiara Mandavia
- Neo Clouds
- 20 MIN
- Mahek Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
The cooling capacity written into an AI data center specification can look reassuringly precise. Yet
- 9 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 12 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 7 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 9 MIN
- Aakruti Thakkar
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
Australia is approaching a point where its data center strategy will say as much about
- 3 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Aakruti Thakkar
- Sustainability
- 6 MIN
- Aakruti Thakkar
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
Alibaba Group Holding is exploring a potential solar-power arrangement for a data center in Spain,
- 2 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 4 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
- 2 MIN
- Kiara Mandavia
Regional Trending
Live
- World
- Data Centers
A completed structure can create a powerful illusion because the physical evidence of progress arrives
- 15 MIN
- Kiara Mandavia
- AI & Machine Learning
- 7 MIN
- Mahek Mandavia
- Neo Clouds
- 9 MIN
- Aakruti Thakkar
Opinion
- Sustainability
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 4 MIN
- Aakruti Thakkar
Articles
- AI & Machine Learning
- 7 MIN
- Mahek Mandavia
- Neo Clouds
- 9 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 9 MIN
- Aakruti Thakkar
Blogs
- Liquid & Immersion Cooling
- 5 MIN
- Kiara Mandavia
- Power & Energy Grid
- 5 MIN
- Mahek Mandavia
- Sustainability
- 5 MIN
- Aakruti Thakkar
LONGREADS
- Power & Energy Grid
- 17 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 16 MIN
- Mahek Mandavia
- AI & Machine Learning
- 21 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 Revenue Recognition Problem Hiding Inside Delayed Usability
A completed structure can create a powerful illusion because the physical evidence of progress arrives before the commercial evidence of
Philippines’ Globe Telecom Eyes $1 Billion AI Infrastructure Investment
Philippine telecom operator Globe Telecom Inc. is preparing a major expansion into artificial intelligence and data center infrastructure, with plans
Google’s Project Suncatcher Takes AI Data Centers Skyward
Google has taken an early step toward moving AI infrastructure beyond Earth, launching a refrigerator-sized satellite equipped with four of
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
Waterless by Design? How Chip-Level Cooling Is Ending the Evaporation Debate
Heat rejection becomes a water-consumption issue when the selected heat-rejection system relies on evaporation to transfer captured heat to the
America’s Data Center War Offers the World a Warning
The American fight over data centers is becoming a preview of a much larger infrastructure dispute, as communities elsewhere begin
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
- 6 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 4 MIN
- Mahek Mandavia
- Power & Energy Grid
- 5 MIN
- Aakruti Thakkar
Newsletter
Every Monday, 7AM ET
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
Subscribe Free
Instant access · No credit card · Unsubscribe anytime
Joined by readers at NVIDIA, Microsoft, Blackstone & 40,000+ others
