North America
Latest from North America
- News
- Data Centers
Lumilens Raises $700M to Reinvent Data Center Connectivity
As GPU deployments accelerate, moving data efficiently between thousands of chips has become just as important as increasing compute capacity.
- 3 min read
- Article
- AI & Machine Learning
The Untold Story Behind AI’s Water Consumption Boom
- 7 min read
- Opinions
- Sustainability
AWS Quietly Challenged the Industry’s Water Status Quo
- 4 min read
- News
- Data Centers
Lumilens Raises $700M to Reinvent Data Center Connectivity
- 3 min read
Target Latin America’s infrastructure decision-makers with precision
Region-specific placement · computeforecast.com/advertise
Articles on North America
- ARTICLES
- Data Centers
- North America
Wall Street Moves $15B Anthropic Data Center Debt Backed by Google
- 5 min read
- ARTICLES
- Data Centers
- North America
How Brookfield and NextEra Rewrote Who Builds Data Centers
- 5 min read
- ARTICLES
- Power & Energy Grid
- North America
The Shock Absorber Model: BESS Between Grid and GPU
- 5 min read
Long Reads
- Long Read
- Liquid & Immersion Cooling
- 19 MIN
- North America
When Dry Cooling Isn’t Free: The Hidden Fan Power Tax on Zero-Water Designs
Modern AI infrastructure has changed the economics of thermal engineering more dramatically than processor architecture
- Long Read
- AI & Machine Learning
- 19 MIN
- North America
Vendor Lock-In Hiding As Optimization: How To Keep Your Tokenomics Portable
Few engineering decisions announce themselves as permanent when they first appear inside an AI stack.
- Long Read
- Neo Clouds
- 19 MIN
- North America
The Rise of the Energy-First Developer: When Neoclouds Become Power Companies
The conversation around AI infrastructure has quietly shifted away from processors, racks, and cloud software.
Newsletters
Weekly Digest
Executive Forecast
The GPU Hour
Power & Public
Energy, grid and policy shaping the AI buildout.
Regional Opinion
- Opinions
- Mahek Mandavia
AI’s Power Whiplash Is Starting To Break Data Centers
The more difficult question emerging in AI infrastructure is whether a data center can reliably accommodate the way large AI
- 6 min read
- Opinions
- Mahek Mandavia
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
- 4 min read
- Opinions
- Kiara Mandavia
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
- 4 min read
- Opinions
- Kiara Mandavia
Every AI Megawatt Now Comes With A Surcharge, Remember Meta?
The AI infrastructure conversation has spent the past two years chasing physical constraints. Power became scarce. GPUs became strategic assets.
- 4 min read
- Opinions
- Kiara Mandavia
Loudoun Just Challenged Data Centers’ Unlimited Growth Assumption
Markets rarely wait for policy to become reality. They react to expectations, probabilities, and perceived shortages long before official decisions
- 4 min read
- Opinions
- Kiara Mandavia
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
- 4 min read
Practitioner Blogs
- Kiara Mandavia
- Power & Energy Grid
- North America
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
- Blog
- 4 min read
- Kiara Mandavia
- Liquid & Immersion Cooling
- North America
Liquid Cooling Made Data Centers Water Efficiency: What the Headlines Missed
Data infrastructure has become part of a wider conversation about resource stewardship, yet discussions around
- Blog
- 6 min read
- Kiara Mandavia
- Power & Energy Grid
- North America
Houston’s Natural Gas Advantage: Is On-Site Generation the New Colocation Strategy?
Reliable electrical capacity has become only one part of the equation when companies evaluate locations
- Blog
- 7 min read
- Akash Sharma
- Data Centers
- North America
How Missouri Emerges as the Next Hyperscale Frontier Amid Growing Power Demands
Montgomery County, Missouri has a population of approximately 11,000 people. As of June 2026, it
- Blog
- 5 min read
Industry Intelligence
- Intelligence
- Power & Energy Grid
- World
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
- 10 min read
- Intelligence
- Data Centers
- World
Top 10 Impactful Players in Data Infrastructure Series: Part 3
Speed has become the defining currency of the AI era. But in the race to deploy faster, scale bigger, and
- 7 min read
- Intelligence
- AI & Machine Learning
- World
AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2
As artificial intelligence evolves from experimental deployments into foundational digital infrastructure, the conversation is increasingly shifting beyond model performance toward
- 3 min read
