COMPUTE FORECAST

Baseload for the AI Era: Why Turbine Technology Is Back in | COMPUTE FORECAST Gas turbines for AI data centers strengthen baseload strategies as clusters require resilient, dispatchable energy stability.

AI data centers need 24/7, interruption-free power. Baseload thinking is returning as GPU clusters outgrow grids built for variability.

Read now- www.computeforecast.com/long-reads/g...

#PowerGrid #EnergyEfficiency #AITechnology #Datacenters #GPU #RenewableEnergy

Clayco Backs Deep Atomic Consortium for First U.S. Nuclear-Powered AI Data Center | COMPUTE FORECAST Clayco backs Deep Atomic to develop the first U.S. nuclear-powered AI data center at INL.

AI’s power problem is becoming existential. Nuclear-powered AI campuses signal a shift toward co-locating firm energy with high-density compute.

Read now- www.computeforecast.com/news/nuclear...

#Datacenters #AIInfrastructure #Hyperscale

Anthropic Closes Record $30 Billion Series G Round | COMPUTE FORECAST Anthropic raises $30 billion to expand enterprise AI, coding, and global infrastructure capacity.

Enterprise AI is moving from pilots to platforms. Anthropic’s $30B raise signals capital is consolidating around infrastructure-grade AI, not experiments.

Read now- www.computeforecast.com/news/anthrop...

#AIEconomy #Investments #AI

Fluid Ecosystems: Chemistry, Materials and Compatibility | COMPUTE FORECAST Deep dive into dielectric fluid ecosystems shaping resilient, immersion-cooled AI infrastructure through chemistry and material science.

Cooling is no longer a utility—it’s becoming the architecture. Dielectric fluids and immersion are reshaping how AI data centers are designed and scaled.

Read now- www.computeforecast.com/long-reads/d...

#AIInfrastructure #Ecosystem #LiquidCooling #ImmersionCooling #Datacenters

Accelerators at the Center of Data Center Growth and What Comes After | COMPUTE FORECAST AI accelerators now drive data center growth, reshaping infrastructure strategy and investment priorities.

AI accelerators—not CPUs—now drive data center growth. With the market heading toward $446B by 2029, infrastructure is being rebuilt around GPUs & ASICs.

Read now- www.computeforecast.com/Opinion/ai-a...

#Datacenters #AIInfrastructure #GPU #CPU #AIClusters

Nebius Announces 240MW AI Data Center in France | COMPUTE FORECAST Nebius plans a 240MW AI data centre in France to boost Europe’s AI and HPC capacity.

Europe’s AI race is shifting to megawatts. Nebius’ 240MW data center in France signals hyperscale AI compute is becoming strategic infrastructure.

Read now- www.computeforecast.com/news/nebius-...

#AITechnology #Datacenters #HPC #CloudComputing

Legrand Accelerates AI Infra with Kratos and Accelsius Moves | COMPUTE FORECAST Legrand expands AI infrastructure strategy with Kratos acquisition and Accelsius cooling investment for data centers.

AI scaling is now constrained by power and cooling, not chips. Legrand’s Kratos + Accelsius moves show who’s positioning to control the AI stack.

Read now- www.computeforecast.com/news/legrand...

#AIInfrastructure #DataCenters #CoolingArchitecture #Hyperscale #Colocation #Ecosystem

Could AI Run Without Power-Hungry Data Centers? | COMPUTE FORECAST Strategic analysis examining whether AI can function sustainably without relying on energy-intensive data centre infrastructure worldwide.

AI can’t scale without power-dense #datacenters. As workloads surge, energy and grid access—not chips alone—are becoming the real AI bottlenecks.

Read now- www.computeforecast.com/Opinion/coul...

#AITechnology #RenewableEnergy #ThermalManagement #Silicon #LiquidCooling #Sustainability

Nxera Opens AI-Optimized, Energy-Efficient Data Center in Singapore | COMPUTE FORECAST Nxera launches AI-optimized, energy-efficient 58MW DC Tuas data center in Singapore, boosting compute capacity.

Nxera’s 58MW DC Tuas signals the AI infrastructure crunch in Singapore. High-density, liquid-cooled capacity is being secured before it even goes live.

Read now- www.computeforecast.com/news/nxera-a...

#AIDatacenters #HPC #CloudComputing #LiquidCooling #DirectToChip

ByteDance May Eye AI Chip Ambitions with Samsung Partnership | COMPUTE FORECAST ByteDance reportedly partners with Samsung to develop its own AI chip, aiming to secure inference capabilities and memory access.

ByteDance’s in-house AI inference chip with Samsung signals a shift: control the silicon, control AI economics. The compute stack is being re-architected.

Read now- www.computeforecast.com/news/bytedan...

#Hyperscale #GPU #AIInfrastructure #Silicon #ChipTechnology

Carbon-Based Nanofluids Could Revolutionize Thermal Management | COMPUTE FORECAST Carbon-based nanofluids could boost heat transfer efficiency by up to 30% in advanced thermal systems.

#AIcooling is hitting physical limits. Carbon-based nanofluids could reshape heat removal at the molecular level—unlocking higher density and reliability.

Read now- www.computeforecast.com?articles-pos...

#ThermalManagement #Sustainable #Datacenters #LiquidCooling #ImmersionCooling

Cold Plates vs Immersion in AI Data Centers | COMPUTE FORECAST Explore how cold plates vs immersion cooling improves efficiency, scalability, and AI data center performance.

AI #datacenters are hitting the #thermal wall. Cold plates vs immersion is no longer an ops choice—it’s shaping how #AIinfrastructure is designed to scale.

Read now- www.computeforecast.com/long-reads/c...

#ImmersionCooling #LiquidCooling #Sustainability #AirCooling #Hyperscale

DXC Completes Enterprise-Wide Amazon Quick Deployment and Launches New Practice to Help Accelerate AI Adoption | COMPUTE FORECAST DXC proves AI at real enterprise scale through its own global deployment of Amazon Quick, supporting 115,000 employees across New.

DXC completes one of the largest enterprise-wide Amazon Quick deployments, operationalizing agentic AI for 115,000 employees across 70 countries.

Read now- www.computeforecast.com/news/dxc-com...

#EnterpriseAI #AgenticAI #Ecosystem #DigitalWorkspace

Firebird and U.S. Deepen Armenia Push With Phase 2 of AI Megaproject | COMPUTE FORECAST Firebird expands Armenia AI megaproject with 41,000 NVIDIA GPUs, deepening U.S. tech ties.

Firebird’s $4B AI project in Armenia enters Phase 2 with approval for 41,000 NVIDIA GB300 GPUs—reshaping where large-scale AI compute is being built.

Read now- www.computeforecast.com/news/firebir...

#AIInfrastructure #HPC #GPU #Datacenters

Deciphering Digital Core REIT’s Flat FY2025 | COMPUTE FORECAST Digital Core REIT holds FY2025 DPU flat at 3.60¢ despite strong revenue growth and leasing gains.

AI demand is surging, but margins are tightening. Digital Core REIT’s FY2025 shows why data center returns now hinge on power, cooling, and cost control.

Read now- www.computeforecast.com/Opinion/digi...

#AIInfrastructure #CoolingTechnologies #Hyperscale #CloudComputing #Datacenters

As AI drives hyperscale density, ops becomes strategy. Khazna Data Center's NexOps move shows control, reliability, and execution now define platform advantage

Read now- www.computeforecast.com/Opinion/khaz...

#Hyperscale #AITechnology #AIInfrastructure #Datacenters

TotalEnergies to Power Google’s Texas Data Centers with Solar Energy | COMPUTE FORECAST TotalEnergies signs 1 GW solar PPA to power Google’s Texas data centers with clean energy.

Can clean power scale fast enough for AI? Google locks in 1GW of solar with TotalEnergies, tying hyperscale growth directly to long-term energy strategy.

Read now- www.computeforecast.com/news/totalen...

#SolarPower #PPA #Datacenters #RenewableEnergy #DigitalInfrastructure #AI #Decarbonization

Submer & Anant Raj Expand Sovereign AI Infrastructure India | COMPUTE FORECAST Advancing sovereign AI-ready infrastructure India through modular datacenters, neocloud, sustainability, enterprise deployment

Is India ready for #sovereignAI at scale? Submer × Anant Raj Cloud signals a shift to domestic, high-density AI #datacenters built for performance and compliance.

Read now- www.computeforecast.com/news/submer-...

#AIInnovation #Computing #GPU #AIInfrastructure

Cooling Fluids as Infrastructure: The Next Supply Chain Bottleneck for Generative AI | COMPUTE FORECAST AI cooling fluid supply chains face bottlenecks as liquid cooling becomes critical infrastructure.

Is cooling the next bottleneck for AI scale? As racks push past 100kW, liquid cooling and fluid supply chains now shape how fast AI can deploy.

Read now- www.computeforecast.com/blogs/ai-coo...

#AIInfrastructure #GPU #Datacenters #DirectToChip #LiquidCooling

Vertiv partners with the University of Bologna for 5 years to boost research, skills & innovation in digital infrastructure as #AI reshapes power and cooling.

Read now- www.computeforecast.com/news/vertiv-...

#PowerEfficiency #CoolingTechnologies #Datacenters #DigitalInfrastructure

Is Nvidia Really on the Verge of Getting Replaced? | COMPUTE FORECAST Explore how Nvidia AI compute leadership is evolving amid custom silicon, memory innovation, and shifting global AI infrastructure strategies.

Is Nvidia’s AI leadership weakening—or is the compute stack simply evolving?
#AIinfrastructure is moving toward layered, diversified architectures as #hyperscalers seek resilience and control.

Read now- www.computeforecast.com/Opinion/nvid...

#GPU #AICompute #CloudComputing

Why Neoclouds are Decoupling from the Grid | COMPUTE FORECAST Neoclouds are decoupling from the grid to secure power and scale AI infrastructure faster in 2026.

AI’s new bottleneck isn’t GPUs—it’s power. Grid access now decides how fast models scale and where AI infrastructure can realistically deploy.

Read now- www.computeforecast.com?articles-pos...

#NeoClouds #Sustainability #EnergyGrid

HiTHIUM Sets New Benchmark in 6.25MWh Energy Storage Safety | COMPUTE FORECAST HiTHIUM completes a 6.25MWh long-duration energy storage fire test with kAh battery cells, setting a new benchmark for LDES safety.

HiTHIUM completes the world’s first open-door fire test of a 6.25MWh long-duration #energystorage system.
As LDES moves into #gridcritical roles, system-level safety validation—not just capacity now defines deployment readiness.

Read now- www.computeforecast.com/news/hithium...

#Hyperscale

TA Realty Completes Sale of Northern Virginia Hyperscale Data Centers | COMPUTE FORECAST TA Realty sells two Northern Virginia hyperscale data centers totaling 165MW in Leesburg campus deal.

TA Realty sells two fully leased hyperscale #datacenters in Northern Virginia. In Tier 1 markets, tenant-backed stabilization, secured power, and build-to-suit execution now define how #hyperscale capacity gets financed and monetized.

Read now- www.computeforecast.com/news/norther...

#EnergyGrid

Could Sewage Be the Future of AI Cooling? | COMPUTE FORECAST Could wastewater cool AI data centers? Sewage-based cooling challenges water use, energy limits, and infrastructure design.

AI’s real bottleneck isn’t #GPUs. It’s water.
Cooling high-density #compute is colliding with freshwater limits, regulation, and urban infrastructure.
Infrastructure, not models, will decide who scales #AI next.

Read now- www.computeforecast.com/Opinion/wast...

#CoolingArchitecture #DataCenters

Big Bets On AI Signal Alphabet’s Infrastructure Ambitions | COMPUTE FORECAST Alphabet AI infrastructure spending nearly doubles in 2026, reshaping cloud and digital computing strategy.

Alphabet’s $175–$185B CapEx plan shows #AIinfrastructure is no longer incremental #cloud spend—it’s a structural shift. Power, #GPUs, #cooling, and #datacenters are now the growth bottleneck.

Read now- www.computeforecast.com/Opinion/alph...

#Computing #HPC #Ecosystem #EdgeAI

HiRef Targets U.S. Data Center Boom With Precision Cooling | COMPUTE FORECAST HiRef U.S. precision HVAC expansion targets data centers, advanced manufacturing, and accelerating digital infrastructure growth.

HiRef’s U.S. expansion isn’t just geographic—it reflects how precision #HVAC is becoming a strategic layer in high-density #datacenters, where #thermal stability now directly shapes uptime, performance, and scale.

Read now- www.computeforecast.com/news/hiref-u...

#HybridCooling #Sustainability

Armada, Nscale Sign LOI to Expand Sovereign AI Infrastructure Worldwide | COMPUTE FORECAST Armada and Nscale sign an LOI to expand sovereign AI infrastructure globally using modular and centralized deployments.

Armada × Nscale signals a shift in #sovereignAI strategy: blend #hyperscale core with modular edge to deploy national #compute faster, where land, power, and #datasovereignty constraints make traditional builds too slow.

Read now- www.computeforecast.com/news/armada-...

#Datacenters #Computing

Electrification Is Not Stressing the Grid—It Is Revealing Its Fragility | COMPUTE FORECAST Electrification grid vulnerability reveals strategic weaknesses reshaping digital infrastructure, energy systems, resilience.

Electrification is exposing the #grid’s weakest layer: its structural logic. The challenge isn’t just capacity—it’s that grids were built for predictability, not the volatility of #AI, #EVs, and always-on digital demand.

Read now- www.computeforecast.com/Opinion/elec...

#EnergyGrid

Hrvatski Telekom Taps Siemens for AI-Led Data Center Cooling Optimization | COMPUTE FORECAST Hrvatski Telekom deploys AI-led data center cooling optimization with Siemens to cut energy use and stabilize temperatures.

Hrvatski Telekom deploys AI-led cooling optimization with Siemens at its Zagreb #datacenter, using #ML controls and sensor-driven monitoring to cut #energy use while stabilizing temperatures across critical IT systems.

Read Now- www.computeforecast.com/news/ai-data...

#AIDensity #ThermalRisk