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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

AI & Machine Learning

548 articles · Updated daily

AI & Machine Learning

Frontier models, inference economics, training infrastructure, MLOps, agents, and the silicon and software defining the AI era.
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Orange Jordan Named Connectivity Partner for Al-Risha Mindstream Energy is adding telecommunications and data center operations expertise to its planned

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

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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 data center asset-life planning

AI infrastructure has a timing problem that traditional data center planning does not solve The useful life of an AI

AI Power tax

A 500-megawatt AI project can be evaluated through a power model that accounts for its load requirement, interconnection plan, electricity

AI-ready capacity

The data center industry has a measurement problem hiding in plain sight. A facility can have vacant halls, available megawatts

underwater AI infrastructure

An AI server usually carries an implicit assumption that someone will eventually be able to replace it. That assumption becomes

AI power pipeline

A strange thing happens when an AI data center announces a massive power requirement: the number immediately starts doing work

AI thermal reuse

An AI data center performs an unusual energy conversion: electricity becomes computation, and a substantial share of that energy ultimately

Long Reads

22 deep investigations

An AI data center can outlive much of the technology installed inside it. The building,

The AI infrastructure decision starts with the workload, not the hardware AI infrastructure becomes a

The price of an AI workload can look like a commercial decision when it reaches

Blogs

64 practitioner blogs

The unit of application design is becoming harder to describe with a single cloud location.

AI Compute Changes the Cost of Maintenance A maintenance decision inside an AI data center

Large-scale computing facilities can look commercially attractive on a site plan while remaining fundamentally unsuitable

A gigawatt-scale computing project changes the meaning of a good location before construction even begins.

Industry Intelligence

46 reports & datasets

As artificial intelligence evolves from experimental deployments into foundational digital infrastructure, the conversation is increasingly shifting beyond model performance toward

The future of AI infrastructure isn’t being built in isolation. It’s being shaped in conversations between technologists and policymakers, in

If AI is accelerating the demand curve, sustainability and operational intelligence are redefining the rules of growth. Modern enterprises no

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