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
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88 deep investigations & features

Carbon-Aware Data Centers: Can Computing Workloads Follow Cleaner Energy?

A computing task does not know what powers it at any given moment. The application

What Happens to Redundancy When Cooling Becomes Part of Compute?

The first indication of a cooling problem can come from measurements within the compute cooling

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

The Million-Gallon Benchmark Is Not Enough. What Metric Should Replace It?

A large round number has a peculiar ability to become infrastructure folklore. Once a water-use

5

Arizona, Aragon, and Andhra: Inside the Desert Paradox Playbook

6

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

7

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

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

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

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

A parcel can look perfect on a map and still be years away from becoming

How Power Uncertainty Breaks Your Capacity Planning

The most carefully constructed capacity plan can become obsolete without a single change to the

Why Integrated Systems Testing Is Failing at Hyperscale Speed

The most dangerous moment in a data hall is not necessarily the moment a breaker

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Energy, grid and policy shaping the AI buildout.

12

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

13

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

14

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

15

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

16

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

17

When Containment Meets Liquid: Who Owns the Thermal Interface

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