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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

Power & Energy Grid

276 articles · Updated daily

Power & Energy Grid

PPAs, nuclear and SMRs, grid interconnection queues, behind-the-meter generation, and the energy economics deciding where compute gets built.
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Amogy and 2G Energy Validates Ammonia-to-Power System for Data Centers

News

184 Articles

Clearway Abandons Nevada Gas-Powered Data Center Proposal

Clearway has withdrawn plans to build a natural gas-powered data center project on federal land in Nevada, marking a notable

Google Expands Oklahoma Clean Energy Strategy With RWE Solar

Eurus Energy and Toyota Tsusho Launch Japan’s First Wind-Connected Data Center

PowerX and Highreso Partner to Strengthen Japan’s AI Infrastructure Strategy

Hitachi Energy Advances Frankfurt Data Center With Dedicated 110kV Grid Connection

ECL and PowerCell Target 300 MW Hydrogen Buildout for AI Data Centers

Leeward Renewable Energy Invests $1.5 Billion To Expand Oklahoma Solar Fleet

Proxima Fusion Secures €411 Million with Backing from Google

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

Articles

184 Articles

SECI Begins Search For Renewable Energy Trading Partner Nationwide

The Shock Absorber Model: BESS Between Grid and GPU

What Triggered PJM’s Massive Data Center Load Drop Incident

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AI Boom Could Consume 20% US Electricity By 2035

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Why India Will Need 888 GWh of Energy Storage by 2035-36

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Power Blackouts Become the Catalyst for Indonesia’s 100 GW Solar Push

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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.

Opinion

48 opinion pieces
AI transmission corridors

America’s Grid Expansion No Longer Serves Everyone Equally

Industry discussions around artificial intelligence increasingly recognize electricity as a strategic infrastructure requirement rather than solely a supporting utility. That

Middle East energy

The Middle East’s Greatest Energy Asset Stays Unused

Digital infrastructure has expanded the way policymakers and infrastructure planners evaluate energy security by placing greater emphasis on resilience, reliability,

capital-to-megawatt

Energy Bulls May Be Ignoring Their Biggest Threat

A utility executive can report strong quarterly revenue or earnings and still see a muted market reaction because investors now

India floating solar

India’s Floating Solar Ambition Needs More Than Water

India’s floating solar ambitions deserve to be viewed as an infrastructure story instead of only a renewable energy milestone. The

Georgia pop-up

Georgia’s Pop-Up Plant Sets A Risky Infrastructure Precedent

The conversation surrounding AI infrastructure rarely stays confined to servers, accelerators, or networking equipment for long. It eventually reaches the

Grid Stability Ends Where Accountability Quietly Begins

The conversation surrounding every major power disruption follows a familiar pattern. Engineers examine protective relays, analysts reconstruct event timelines, utilities

Long Reads

22 deep investigations

The Transformer Bank: Why Grid Equipment Has Become a Tradable Asset Class

The global digital infrastructure industry has become accustomed to discussing constraints in terms of computing

The Cost Of Not Having Your Own Meter Data Strategy

Electricity has become an active operating variable rather than a background utility for modern AI

The Power Decision That Determines Whether You Can Train and Infer in the Same Building

Modern AI infrastructure planning increasingly demonstrates that long-term operational flexibility depends not only on power,

Blogs

64 practitioner blogs

Why Europe’s First 110MW Microgrid Is Just the Warm-Up Act

Dublin’s skyline gained a quiet addition this spring, and most headlines only counted the megawatts.

Why India Can’t Add Its Way Out Of The AI Power Crunch

Artificial intelligence infrastructure does not fail because electricity disappears from the grid, but because electricity

When Your Backup Becomes Your Grid: The 3.5x Caterpillar Backlog Breaking the Gas Escape Route

Project teams no longer evaluate large gas engines as optional resilience equipment because procurement timing

Phased Energization Does Not Create Grid Capacity. Here’s What It Actually Solves

Power has become the defining constraint behind digital infrastructure expansion, yet conversations around energization often

Industry Intelligence

46 reports & datasets

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

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