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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
AI cooling infrastructure costs

The Hidden Infrastructure Cost of AI Cooling

AI cooling infrastructure costs are becoming harder to separate from computing economics. The industry has focused heavily on GPUs, accelerators,

AI cooling strategy

Direct-to-Chip, Immersion or Air Cooling: Which Cooling Strategy Fits the Next Generation of AI?

Cooling Has Become an End-User Decision, Not Just an Engineering Choice Cooling now plays a larger role in AI infrastructure

AI power pipeline

America’s AI Power Pipeline Is Mostly Wishful Thinking

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

4

Springfield’s Billion Dollars Data Center Tests Growth’s Environmental Price

5

Why Liquid Cooling Is Becoming a Strategic Decision for AI Data Centers

6

AI Cannot Scale Forever on Scarce Critical Minerals

7

Finland Gets One Thing Right About AI Infrastructure

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

liquid cooling for AI data centers

Liquid Cooling Is Becoming an Infrastructure Decision, Not Just a Thermal Upgrade

AI infrastructure is changing how operators approach thermal management. Processor density now influences the physical design of many data center

AI infrastructure overbuild

More Data Centers: AI Necessity or Infrastructure Overreach?

The debate around AI data centers often starts with a deceptively simple question: How much capacity does the technology actually

data center insurance

Data Center Boom Is Rewriting Insurance’s Risk Playbook

A data center can look like a single asset on a balance sheet, but its insurance exposure increasingly behaves like

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11

Water-Smart Cooling Will Become Data Centers’ Competitive Edge

12

India’s Data Center Number Matters Less Than What’s Behind It

13

AI Infrastructure Is Becoming a National Security Asset — Here’s What That Means for Capital Allocation

14

Zuckerberg Thinks $1 Billion Can Change AIData Center Politics

15

Air Cooling vs. Liquid Cooling: Has AI Infrastructure Reached the Point of No Return?

16

America’s AI Expansion Depends on Invisible Electrical Constraints

17

Why Data Center Carbon Emissions Are Becoming an Infrastructure Planning Problem

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