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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
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48 opinion pieces
Net Zero Data Centers

Net Zero Data Centers Need More Than Renewable Energy Contracts

Sustainability Metrics Must Move Beyond Energy Procurement The conversation around sustainable data centers has entered a more complex phase as

tax reforms

India’s Data Center Tax Reforms Are Rewriting the Rules of AI Deployment Speed

Somewhere between the announcement of a new data center and the moment its servers actually start processing workloads, months disappear

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

4

The AI Data Center Cooling Race: Why Thermal Innovation Could Shape AI Infrastructure Growth

5

The Middle East’s Greatest Energy Asset Stays Unused

6

Energy Bulls May Be Ignoring Their Biggest Threat

7

Neocloud AI Infrastructure Market: How Specialized Providers Could Reshape AI Computing

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

metric arbitrage

We’ve Simplified Data Centers Into Environmental Villains Too Quickly

A single dashboard cannot tell an operator whether a data center is actually greener than it was last year, yet

data center talent

Without Skilled Talent, India’s Data Center Boom Will Stall

India has become one of the world’s fastest-growing destinations for digital infrastructure. Capital continues flowing into hyperscale campuses, AI-ready facilities,

AI Energy Efficiency

Why AI Growth Should Prioritize Energy Efficiency Over Raw Compute Expansion

AI energy efficiency is becoming as important as computing capacity as larger models, denser clusters, and increasingly sophisticated accelerators reshape

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11

India’s Floating Solar Ambition Needs More Than Water

12

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

13

Every AI Megawatt Now Comes With A Surcharge, Remember Meta?

14

Loudoun Just Challenged Data Centers’ Unlimited Growth Assumption

15

AI’s Space Expansion Could Become Humanity’s Costliest Infrastructure Gamble

16

Powering AI Should Never Empower Foreign Adversaries

17

Singapore’s Decarbonization Strategy Needs Underground Thinking First

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