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NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026
NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026

North America

The United States and Canada — CHIPS Act fabs, the Northern Virginia power crisis, hyperscale build-outs, and the policy shaping the AI economy.
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Latest from North America

142 Articles

Dell’Oro Group expects the global data center physical infrastructure market to reach $120 billion by 2030, with artificial intelligence shifting

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

Articles on North America

Long Reads

88 deep investigations & features

The growing importance of large-load development is putting greater emphasis on how physical sites, electrical

A strange thing happens when a large computing operation stops asking the grid for all

Artificial intelligence is usually described as an efficiency machine, and that description becomes uncomfortable when

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Weekly Digest

The week’s biggest infrastructure stories, every Monday.

Executive Forecast

Strategic analysis for CXOs, investors and operators, twice a month.

The GPU Hour

Compute pricing, availability and hardware — every Friday.

Power & Public

Energy, grid and policy shaping the AI buildout.

Regional Opinion

power infrastructure

The most consequential piece of equipment at a new AI campus may no longer sit inside the server hall. Increasingly,

AI carbon footprint

A data center’s carbon footprint is usually discussed as if it begins when a server starts consuming electricity. The more

AI power pipeline

A strange thing happens when an AI data center announces a massive power requirement: the number immediately starts doing work

data center economics

The most revealing number in Springfield, Ohio’s data center debate may not be 75 megawatts, 214,000 square feet or even

data center insurance

A data center can look like a single asset on a balance sheet, but its insurance exposure increasingly behaves like

AI infrastructure as a national security asset

AI infrastructure is moving into a new phase of strategic importance. Governments now focus more closely on advanced computing and

Practitioner Blogs

318 practitioner blogs

A gigawatt-scale computing project changes the meaning of a good location before construction even begins.

AI training does not behave like an ordinary electricity load. Thousands of processors can work

A data center project can look complete long before it delivers usable capacity. The building

Coolant used to stay behind a locked mechanical room door, several floors and several walls

Industry Intelligence

46 reports & datasets

As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale. The conversation around data infrastructure is

Speed has become the defining currency of the AI era. But in the race to deploy faster, scale bigger, and

As artificial intelligence evolves from experimental deployments into foundational digital infrastructure, the conversation is increasingly shifting beyond model performance toward

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