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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

Power & Energy Grid

276 articles · Updated daily

Power & Energy Grid

PPAs, nuclear and SMRs, grid interconnection queues, behind-the-meter generation, and the energy economics deciding where compute gets built.
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News

184 Articles

OpenAI has secured warrants in power infrastructure company SB Energy valued at roughly $5.5 billion, according to draft IPO documents

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

Articles

184 Articles

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Power & Public

Energy, grid and policy shaping the AI buildout.

Opinion

48 opinion pieces
AI electricity contracts

Getting the megawatts may turn out to be easier than living with the contract behind them A company can secure

Behind-the-meter power for AI data centers

The Data Center Is Becoming an Energy System The most important change in AI infrastructure may be happening outside the

California 330 MW

A 330-megawatt compute facility is difficult to describe as merely a building with servers inside it. Its computing capacity depends

distributed resilience

A 500-megawatt AI facility can represent a substantial engineering undertaking, but its resilience depends on how its electrical infrastructure distributes

electricity demand

AI infrastructure is beginning to change the economics of electricity in a way that extends beyond the question of whether

AI infrastructure geopolitics

AI infrastructure is increasingly extending beyond the chip supply chain, where electricity, cooling systems, power equipment and other specialized components

Long Reads

22 deep investigations

A battery does not know whether the next electrical event matters more to the grid

A rendered campus can answer almost every question before anyone walks the ground, which is

The Power Problem Has Moved Beyond Generation A power project can exist on paper, a

Blogs

64 practitioner blogs

An engine can run within its rated speed and still experience a mechanical duty cycle

High-density computing is changing a basic assumption in facility engineering: electricity enters a rack through

A power request can look remarkably solid on paper while remaining little more than an

A power system can have enough megawatts on paper and still struggle to serve a

Industry Intelligence

46 reports & datasets

As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale. The conversation around data infrastructure is

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