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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PowerX and Highreso Partner to Strengthen Japan’s AI Infrastructure Strategy

News

184 Articles

Hitachi Energy Advances Frankfurt Data Center With Dedicated 110kV Grid Connection

Germany’s fast-growing data center market continues to reshape how utilities and infrastructure providers approach urban power delivery. Hitachi Energy has

ECL and PowerCell Target 300 MW Hydrogen Buildout for AI Data Centers

Leeward Renewable Energy Invests $1.5 Billion To Expand Oklahoma Solar Fleet

Proxima Fusion Secures €411 Million with Backing from Google

Quaise Energy Secures $134M to Push Superhot Geothermal Toward Commercial Reality

Shell Energy Extends Renewable Power Agreement for Kao Data’s UK AI Data Centers

FuelCell Energy Secures 380 MW Data Center Power Agreement with Fit Energy 

Japan Backs India Grid With $492M Strategic Energy Funding

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

Articles

184 Articles

AI Boom Could Consume 20% US Electricity By 2035

Why India Will Need 888 GWh of Energy Storage by 2035-36

Power Blackouts Become the Catalyst for Indonesia’s 100 GW Solar Push

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Clean Energy Firms Target AI Data Centers in Race to Deliver Low-Cost Power

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What If the Ground Beneath AI Data Centers Could Keep Them Cool?

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Why AI Data Centers Are Moving Workloads to Off-Peak Hours

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Compute pricing, availability and hardware — every Friday.

Power & Public

Energy, grid and policy shaping the AI buildout.

Opinion

48 opinion pieces

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

Grid capacity allocation

Ireland’s Grid Is Separating Builders From Speculators

Electricity has become the currency of the AI economy, yet availability tells only part of the story. A growing challenge

Britain’s Grid Is Holding Renewable Energy Hostage Today

Electricity no longer fits the assumptions that shaped the modern power system. Growing volumes of distributed solar generation now challenge

Empty Grid Promises Can No Longer Survive India

Electricity has entered a different economic category. It no longer functions solely as a utility delivered after infrastructure is built.

Behind-the-Meter Rush Exposes AI’s Fragile Power Foundations

The artificial intelligence race has quietly become a contest over turbines, transformers and transmission corridors. Software leadership no longer guarantees

AI Doesn’t Arrive Before The Transmission Lines Do

Artificial intelligence rarely appears where electricity cannot reach at industrial scale. That reality deserves far more attention than another announcement

Long Reads

22 deep investigations

Scalability Debt: What Happens When Your Facility Can’t Support Next-Gen Chip Power Curves

The first design decision rarely appears on the commissioning report, yet it often determines the

Utility as Mediator: Why Power Companies Are Now Forced to Defend Data Centers to the Public

Modern electricity systems were never designed to become the public face of digital infrastructure. Grid

Tier 2 Colocation Is Dead, Power-as-a-Timeline Is The Product

Every infrastructure market eventually reaches a point where the traditional unit of sale stops reflecting

Blogs

64 practitioner blogs

Time-Shifting AI Training Across Grids to Avoid Blackouts

Artificial intelligence infrastructure no longer operates within the predictable boundaries that shaped earlier high-performance computing

Battery Chemistries for AI Uptime: When Lithium Can’t Cover Transformer Delays

Power availability has quietly become a design variable that rivals compute density in strategic importance.

‘Carbon Matching’ Power Contracts Can’t Save You From Regional Grid Blackouts

Procurement teams often celebrate renewable electricity agreements as evidence that AI infrastructure has aligned commercial

Salvage Value Zero: What Happens When Your Power Contract Outlives Your GPUs

Cloud infrastructure planning rarely treats electrical capacity as a depreciating asset, even though compute hardware

Industry Intelligence

46 reports & datasets

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

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