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- Data Centers, Uncategoried
Campinas Becomes a New AI Infrastructure Battleground TERRANOVA has started construction on
- 6 min read
- Aakruti Thakkar
Latest News
September 2, 2026
- Breaking
CoreSite has expanded its Oracle Cloud connectivity footprint with a new OCI FastConnect on-ramp to Oracle’s San Jose cloud region,
- Neo Clouds
- 4 min read
- Mahek Mandavia
- AI & Machine Learning
Yotta Plans a 95,000-GPU AI Deployment Yotta Data Services is preparing a major expansion of its AI computing infrastructure in
- AI & Machine Learning
- 6 min read
- Aakruti Thakkar
- Power & Energy Grid
OpenAI has secured warrants in power infrastructure company SB Energy valued at roughly $5.5 billion, according to draft IPO documents
- Power & Energy Grid
- 3 min read
- Kiara Mandavia
- Data Centers
SLB is moving deeper into the physical infrastructure supporting the artificial intelligence boom with an agreement to acquire Kelvion, a
- Data Centers
- 4 min read
- Kiara Mandavia
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Annual Intelligence Report
The next phase of data infrastructure will not be defined by how fast we build, but by how intelligently we
84 PAGES
6 REGIONS
40+ CHARTS
52% of UK IT leaders cite rising power costs as top data centre concern. As rack densities rise from 8kW
84 PAGES
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40+ CHARTS
Not owning GPUs has become the default, deliberate strategy for building an AI company — not a compromise founders accept
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6 REGIONS
40+ CHARTS
The AI compute race has a new bottleneck — and it isn’t GPUs. Nvidia will sell as many Blackwell racks
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INDUSTRY DEALS & CAPEX TRACKER
Showing deals from last 30 days
DATE
COMPANY / DEAL
COUNTERPARTY
VALUE
TYPE
SECTOR
STATUS
13 JUL 2026
Meta Platforms
Hyperion campus expansion to 5GW – Richland Parish, LouisianaInternal CapEx Programme
$40.0B
CAPEX
DATA CENTRES
CONFIRMED
06 JUL 2026
Anthropic
20-year AI infrastructure lease – Justified Data campus, Hawesville, KentuckyTeraWulf Inc.
$19.0B
INFRA
AI / DATA CENTRES
SIGNED
03 JUL 2026
Pure DC
Debt financing secured against Dublin & Amsterdam data centre campusesUndisclosed Lenders
$2.7B
FUNDING
DATA CENTRES
CLOSED
29 JUN 2026
Digital Realty
Purchase of Blackstone’s 64% interest in three Northern Virginia data centresBlackstone
$3.5B
M&A
DATA CENTRES
CONFIRMED
25 JUN 2026
Constellation Energy
1.2GW nuclear PPA – dedicated capacity for hyperscale AI demand (per SEC 8-K)Undisclosed Hyperscaler
1.2GW
PPA
ENERGY
SIGNED
03 JUL 2026
Switch
Seeking new funding round to expand AI data centre capacityUndisclosed Investors
$2.0B
FUNDING
DATA CENTRES
PENDING
26 MAY 2026
Enlight / Clēnera
200MW
PPA
ENERGY
SIGNED
23 FEB 2026
Amazon
Data centre campuses – Caddo & Bossier Parishes, Northwest LouisianaInternal CapEx Programme
$12.0B
CAPEX
DATA CENTRES
CONFIRMED
APR 2026
Bridge Data Centres
Bain Capital divesting controlling stake – Southeast Asia & India platformBain Capital
$5.0B
M&A
DATA CENTRES
PENDING
Top Stories
- AI & Machine Learning
Anthropic has signed a roughly $45 billion cloud agreement with UK-based AI infrastructure company Nscale, according to people familiar with
- 4 min read
- Mahek Mandavia
- Power & Energy Grid
Delaware has moved to put a harder financial and energy boundary around
- 3 min read
- Kiara Mandavia
- Data Centers
Digital Realty has started construction on ZUR4, a new data center in
- 3 min read
- Kiara Mandavia
Also in the News
AEP Ohio has secured more than $18 million in additional funding from five data
- Data Centers
- Kiara Mandavia
NANO Nuclear Energy has signed a non-binding Strategic Commercial Framework with Tillman Global Holdings
- Power & Energy Grid
- Kiara Mandavia
Luxembourg-based Innovation Platform Capital has outlined an ₹83,480 crore investment programme for Karnataka, placing
- Data Centers
- Aakruti Thakkar
Australian data center company DXN has landed a AU$12.2 million (US$8.7 million) contract to
- Data Centers
- Mahek Mandavia
CtrlS draws fresh backing for its next build-out CtrlS Datacenters has secured ₹250 crore
- Data Centers
- Aakruti Thakkar
Latest Moves
Live
Ecolab Deepens Cooling Strategy With $4.75B CoolIT Acquisition
Ecolab is making one of its biggest moves yet into AI infrastructure after completing its $4.75 billion acquisition of liquid cooling specialist CoolIT Systems
Pure DC and AVK Deploy Europe’s First 110 MW Data Center Microgrid in Dublin
The Pure DC Dublin microgrid has made history as Europe’s first large-scale on-site data center microgrid, launched in partnership with power solutions provider AVK at Pure DC’s campus in Ireland.
Pace Digitek Partners With MEGMEET to Expand AI Data Center Power Business
India’s AI infrastructure ecosystem continues to mature as domestic technology manufacturers move beyond traditional telecommunications and industrial markets toward high-growth digital infrastructure opportunities
CapitaLand Sells Singapore Data Center to Unlock Capital for Growth
CapitaLand Ascendas REIT (CLAR) has agreed to sell one of its long-held Singapore data center assets in a transaction that highlights how infrastructure owners are increasingly recycling mature digital assets to fund the next phase of expansion
Supermicro Expands End-to-End DCBBS Liquid Cooling Portfolio for High-Density AI Infrastructure
Supermicro is responding to that shift by expanding its Rear Door Heat Exchanger (RDHx) portfolio, giving operators additional pathways to deploy liquid cooling across both greenfield and existing facilities.
This Week in Numbers
All data →
$612B
GLOBAL AI CAPEX
2026 forecast, up 38% YoY
4.2GW
NEW DC CAPACITY Q1
Record quarter for commissioning
68%
TSMC AZ YIELD RATE
Up from 48% in Q4 2025
$8B
NEO CLOUD VC Q1
Largest quarter on record
1.00PUE
EQUINIX BEST SITE
Liquid cooling deployment
140MS
AVG INFERENCE LATENCY
Down 22% vs Q1 2025
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The AI Infrastructure Race: Won on Power, Land and Trust — Not Capital
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COMPUTE WEEKLY
The briefing that 40,000+ tech leaders read every Monday. Sharp, fast, essential.
Most Read
Digital Edge has appointed Paul Macpherson as Chief Data Center Operations Officer, adding a
- Data Centers
- Kiara Mandavia
Fossefall Moves to Scale Nordic AI Capacity Norwegian AI infrastructure developer Fossefall has selected
- AI & Machine Learning
- Aakruti Thakkar
The global data center market is entering a more consequential phase as artificial intelligence
- Data Centers
- Mahek Mandavia
Gradiant is positioning water infrastructure as a critical layer of the global AI build-out,
- Data Centers
- Kiara Mandavia
Browse Topics
Companies to Watch
CW
CoreWeave
Neo Cloud · $19B · IPO Watch
CB
Cerebras Systems
AI Hardware · $4.25B · Pre-IPO
G42
G42
Sovereign AI · Abu Dhabi
H
Humain
Saudi AI · $40B Fund
Latest Podcast
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
Editors pick
View all →
Amazon Web Services is preparing for another major expansion of its AI computing infrastructure,
- Neo Clouds
- Mahek Mandavia
MTN Group is deepening its data center ambitions through a new partnership with a
- Data Centers
- Kiara Mandavia
Eurofiber has secured €2.2 billion in long-term financing through a sustainability-linked refinancing, giving the
- Sustainability
- Kiara Mandavia
India’s accelerating data centre construction cycle is creating a widening market for companies that
- Data Centers
- Aakruti Thakkar
Adani Energy Solutions has secured a ₹4,700-crore transmission project in Maharashtra designed to evacuate
- Power & Energy Grid
- Mahek Mandavia
Industry Expert
View all →
The Substation Is No Longer Someone Else’s Problem
Louis Charlton, Global Commissioning
For most of the data centre industry’s history, the substation was infrastructure that existed before the project began.
Top 10 Impactful Players in Data Infrastructure Series
Michael Beagan, TES Power
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale.
AI Is Changing Where, How, and How Fast We Build Data Centers
Andy Bryan, CEL Critical Power
According to research from Goldman Sachs, current global data center capacity demand sits around 62GW.
Redefining Data Centers for Sustainability and Society
Janne Sigurdsson, atNorth
As the adoption of AI technologies continues to soar, a spotlight has been thrown on the data center industry.
Thermal chain efficiency and the connected thermal-power ecosystem in AI infrastructure
Maurizio Frizziero, Vertiv
Why has thermal chain efficiency become such a critical issue in AI infrastructure?
AI infrastructure has fundamentally altered the thermal equation inside data centers.
Market Pulse
NVDA
+0.66%
MSFT
+1.02%
AMZN
-0.078%
AMD
-6.95%
TSMC
-2.98%
Indicative only · Not financial advice
AI INFRASTRUCTURE
- AI & Machine Learning
- World
- 8 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 16 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 5 min read
- Kiara Mandavia
- AI & Machine Learning
- World
- 4 min read
- Aakruti Thakkar
- AI & Machine Learning
- World
- 3 min read
- Kiara Mandavia
Neo Clouds
- Neo Clouds
Papua New Guinea has stepped onto the sovereign compute map with the launch of Kumul
- 5 MIN
- Kiara Mandavia
- Neo Clouds
- 17 MIN
- Kiara Mandavia
- Neo Clouds
- 20 MIN
- Kiara Mandavia
- Neo Clouds
- 19 MIN
- Kiara Mandavia
Liquid & Immersion Cooling
- Liquid & Immersion Cooling
India’s AI infrastructure buildout is creating a problem that cannot be solved by adding more
- 9 MIN
- Mahek Mandavia
- Liquid & Immersion Cooling
- 4 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
Liquid Cooling vs. Air Cooling: Which Technology Can Support the Next Generation of AI Data Centers?
- 4 MIN
- Aakruti Thakkar
- Liquid & Immersion Cooling
- 6 MIN
- Akash Sharma
SUSTAINABILITY
ESG · Net Zero · PUE · Carbon
- Sustainability
India’s AI infrastructure debate is beginning to resemble a question of location more than a
- 4 MIN
- Kiara Mandavia
- Sustainability
- 5 MIN
- Kiara Mandavia
- Sustainability
- 7 MIN
- Mahek Mandavia
POWER & ENERGY GRID
GW · PPA · Nuclear · BESS
- Power & Energy Grid
OpenAI has secured warrants in power infrastructure company SB Energy valued at roughly $5.5 billion,
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Mahek Mandavia
- Power & Energy Grid
- 3 MIN
- Kiara Mandavia
- Power & Energy Grid
- 3 MIN
- Mahek Mandavia
Global AI Capex 2026
$ 0 B
New DC Capacity Q1
0 GW
Y-O-Y Cloud Revenue Growth
0 %
Avg Inference Latency (TTFT)
0 MS
Articles Published 2026
0 +
Data Centre & Infrastructure
Regional Trending
Live
- World
- AI & Machine Learning
AI infrastructure creates a peculiar measurement problem before it creates a technical one. A system
- 16 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 8 MIN
- Aakruti Thakkar
- Data Centers
- 9 MIN
- Aakruti Thakkar
Opinion
- Data Centers
- 5 MIN
- Aakruti Thakkar
Articles
- AI & Machine Learning
- 8 MIN
- Aakruti Thakkar
- Data Centers
- 9 MIN
- Aakruti Thakkar
Blogs
- Liquid & Immersion Cooling, Uncategoried
- 7 MIN
- Aakruti Thakkar
- AI & Machine Learning
- 5 MIN
- Kiara Mandavia
LONGREADS
- AI & Machine Learning
- 16 MIN
- Aakruti Thakkar
- Data Centers
- 16 MIN
- Kiara Mandavia
- AI & Machine Learning
- 18 MIN
- Aakruti Thakkar
Opinion & Analysis
Editor’s View
“The future won’t be defined by AI alone. It will be shaped by the infrastructure that powers it. Compute Forecast delivers trusted journalism, independent research, and executive insights covering the technologies, investments, and decisions driving the global digital infrastructure economy.”
— COMPUTE FORECAST EDITORIAL TEAM · 29 July 2026
Analysis
Why the Chip War Is Actually a Data Centre War in Disguise
The geopolitics of semiconductors gets all the attention, but the real battleground is where those chips are deployed — and who controls the power to run them.
JS
James Sutherland
Senior Analyst · 26 APR 2026
Opinion
Open Source AI Is Not the Answer to Sovereign AI — It’s the Question
Governments rushing to adopt open-weight models as a sovereignty strategy are missing the infrastructure problem entirely.
RP
Riya Patel
Contributing Editor · 25 APR 2026
Video & Podcast
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
- EP . 041
AI Capex, Cloud Margins & the Nuclear Bet
48 MIN · 25 APR 2026
Resources & Research
52% of UK IT leaders cite rising power costs as top data centre concern. As rack densities rise from 8kW
Top 10 Impactful Players in Data Infrastructure Series: Part 5
The next phase of data infrastructure will not be defined by how fast we build, but by how intelligently we
Why the Most Expensive AI Infrastructure Mistake May Be Choosing the Wrong Unit of Measurement
AI infrastructure creates a peculiar measurement problem before it creates a technical one. A system can contain substantial compute capacity
CoreSite Brings Oracle Cloud FastConnect to Silicon Valley
CoreSite has expanded its Oracle Cloud connectivity footprint with a new OCI FastConnect on-ramp to Oracle’s San Jose cloud region,
VCI Global Announces Galatron AI Factory, a Modular AI Data Center Platform With Roadmap to 500MW of Compute Capacity
VCI Global positions modular infrastructure around AI compute demand VCI Global has introduced Galatron AI Factory as a prefabricated platform
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued use of traditional diesel backup generators is
AI Cooling Infrastructure May Need Its Own Resilience Standard
AI infrastructure can remain electrically healthy while its most immediate operational threat develops somewhere else. A GPU cluster may continue
The Hidden Infrastructure Risk in Enterprise AI: Too Much Capacity in the Wrong Place
When Total Compute Hides a Local Capacity Problem Enterprise AI infrastructure planning tracks accelerators, storage, networking, power and cooling. These
Industry Intelligence
Premium
Market Intelligence
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale. The conversation around data infrastructure is
- 10 MIN
- Kiara Mandavia
- Liquid & Immersion Cooling
- 25 MIN
- Sanjana Mandavia
- AI & Machine Learning
- 3 MIN
- Kiara Mandavia
- AI & Machine Learning
- 6 MIN
- Kiara Mandavia
Newsletter
Every Monday, 7AM ET
COMPUTE WEEKLY
The briefing 40,000+ infrastructure leaders read every Monday morning — deals, capex, power, and the stories moving the AI buildout, in five minutes flat.
This Week
Hyperscalers commit $210B in Q2 capex · Neo-cloud IPO window widens · EU AI Act phase two begins enforcement
Deep Dive
Inside the interconnection queue: why power, not chips, is now the binding constraint on new capacity
Numbers
9 tracked deals this month · $612B global data centre investment in 2026 · 38 countries in the buildout race
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