...
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
The Vault

Long Reads

Showing 88 deep investigations & features
News
0
Articles
0
Blogs
0
Opinion
0
Long Reads
0
Intelligence
0

All Long Reads

88 deep investigations & features

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

Hyperscalers Don’t Buy Land, They Buy Time: Decoding the Grid Queue Strategy

A piece of land can sit untouched for years and still become strategically important when

Coolant Supply Chain: What Happens When Your Fluid Gets Regulated Out

A cooling loop rarely announces that its fluid has become a strategic dependency. The change

Is Grid Capacity Becoming the Biggest Bottleneck for AI Infrastructure Expansion?

AI infrastructure is entering a phase where the biggest constraint may sit far away from

5

The New Site Selection Stack: Power, Land, Water, People — In That Order

6

How Power Uncertainty Breaks Your Capacity Planning

7

Why Integrated Systems Testing Is Failing at Hyperscale Speed

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

800VDC and the Power Architecture Behind Next-Generation AI Data Centers

A GPU never sees the data center around it, yet the computing experience can depend

Heat Reuse Only Works If You Captured It At The Right Temperature

A pipe can leave a computing system carrying an impressive amount of thermal energy and

When AI Makes Both Oil and Solar More Efficient, Emissions Still Go Up

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

From PUE to Carbon Per Token: The New Efficiency Metric Investors Actually Read

Power Usage Effectiveness became influential because it answered a practical question that operators could measure

Newsletters

Subscribe for the industry’s biggest infrastructure news

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.

12

From Megawatts to Microgrids: How AI Data Centers Could Reshape Power Infrastructure

13

When Containment Meets Liquid: Who Owns the Thermal Interface

14

The Next Challenge for Data Centers Isn’t More Cooling Capacity — It’s Cooling That Can Evolve

15

How Brazil Turned Per-Capita Disadvantage Into an Infrastructure Advantage

16

Choosing Between Two Colos? Ask About Their Containment Retrofit History

17

The Zero-Water Data Center: Four Engineering Paths Away from Cooling’s Biggest Liability

Scroll to Top
Seraphinite AcceleratorOptimized by Seraphinite Accelerator
Turns on site high speed to be attractive for people and search engines.