.Nscale Locks $3.5 Billion Figure Robotics Compute Deal  ·Qatar’s Meeza Lands Major Hyperscaler Deal for 8MW ·Qualcomm Strikes Amazon AI Chip Deal, Opens Door to $4 Billion Stock ·Hitachi Energy Bets $300M on China Grid Manufacturing Corvex Builds Toward 8MW Cloud Infrastructure Footprint LITEON Bets $176 Million on DCX Liquid Cooling EdgeConneX Backs Singapore’s AI-Ready Tropical Data Center Testbed
.Nscale Locks $3.5 Billion Figure Robotics Compute Deal  ·Qatar’s Meeza Lands Major Hyperscaler Deal for 8MW ·Qualcomm Strikes Amazon AI Chip Deal, Opens Door to $4 Billion Stock ·Hitachi Energy Bets $300M on China Grid Manufacturing Corvex Builds Toward 8MW Cloud Infrastructure Footprint LITEON Bets $176 Million on DCX Liquid Cooling EdgeConneX Backs Singapore’s AI-Ready Tropical Data Center Testbed

AI & Machine Learning

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AI & Machine Learning

Frontier models, inference economics, training infrastructure, MLOps, agents, and the silicon and software defining the AI era.

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GlobalFoundries has secured a central role in a $21 billion US-Japan semiconductor manufacturing initiative, with plans to build and operate

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

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184 Articles

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The GPU Hour

Compute pricing, availability and hardware — every Friday.

Power & Public

Energy, grid and policy shaping the AI buildout.

Opinion

48 opinion pieces
AI Infrastructure Financing

An initial public offering can fail without damaging an entire industry. Firmus’ abandoned A$44 billion listing, however, arrived at a

Data Center Rack Installation Logistics

Thermal Portability Is Becoming a Procurement Decision An AI server that performs well in one data center may struggle in

AI Credit Risk

One of the most consequential assumptions in the AI economy is not how intelligent a model becomes, but how quickly

value of non-conversion

A small Nebraska village has introduced an uncomfortable question into the economics of AI infrastructure: whether a site can retain

AI infrastructure economics

A six-trillion-dollar annual revenue requirement changes the question surrounding artificial intelligence infrastructure. The immediate infrastructure debate has increasingly focused on

AI Network Infrastructure

A fiber route can take on new strategic importance when AI workloads require high-capacity connections between geographically separated compute clusters.

Long Reads

22 deep investigations

A site can look ready for development long before it can support a live workload,

A workload does not become flexible simply because nobody needs the result immediately. Its real

A building can remain standing while almost everything that once justified its design changes, and

Blogs

64 practitioner blogs

An AI infrastructure reservation can look secure on paper while becoming harder to use in

A megawatt-class AI rack changes the engineering decisions that once made conventional server power distribution

A processor can emerge from silicon fabrication with a better production outlook and still arrive

Why AI Customers Need Cooling Commitments Beyond Uptime An AI cluster can remain operational while

Industry Intelligence

46 reports & datasets

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

The future of AI infrastructure isn’t being built in isolation. It’s being shaped in conversations between technologists and policymakers, in

If AI is accelerating the demand curve, sustainability and operational intelligence are redefining the rules of growth. Modern enterprises no

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