COMPUTE FORECAST

As enterprise AI adoption accelerates across global data center environments, security is becoming a core operational requirement rather than an add-on. With AI workloads moving from pilots into full production, vendors are increasingly embedding security directly into AI infrastructure designs.

CapitaLand India Trust (CLINT) has reached a major leasing milestone after securing a second long-term agreement with a global hyperscaler for Tower 2 of its CapitaLand DC Navi Mumbai campus in Airoli.

TM Nxera has secured a long-term electricity supply to support Johor’s AI green data center campus, reinforcing Malaysia’s push to scale sustainable digital infrastructure. The company has signed a multi-year power agreement with Tenaga Nasional Berhad to secure 280 megawatts of electricity for its upcoming campus in Iskandar Puteri.

Kenya has strengthened power reliability in southern Nairobi with the commissioning of the 220/66 kV Kimuka substation, a critical addition to the country’s southern transmission corridor. The new high-voltage node adds much-needed redundancy to one of East Africa’s most heavily loaded urban grids, easing long-standing constraints on electricity delivery across Nairobi and surrounding counties.

Enterprise AI adoption is accelerating, but the shift from pilot projects to full-scale production is exposing new constraints around infrastructure readiness, integration complexity, and operational reliability. As scale becomes the defining challenge, Tata Consultancy Services and AMD have formed a strategic partnership aimed at advancing enterprise AI deployment.

Macquarie Group has committed up to €117 million in financing to Polarise, a German AI infrastructure developer and NVIDIA Cloud Partner, as competition intensifies across Europe’s AI data center market. The investment is aimed at accelerating advanced AI facility development in Germany while supporting Polarise’s plans to scale GPU and AI infrastructure across the region.

CyrusOne and Eolian, L.P. are moving forward with a 200-megawatt data center project in Fort Worth, Texas, as construction continues on the DFW7 digital infrastructure campus. Designed to serve hyperscale and enterprise demand, the site is located alongside existing power assets—allowing capacity to be delivered faster in one of the most active data center markets in the United States.

OpenAI and SoftBank are deepening their expansion into AI data center infrastructure through SB Energy, as part of a broader effort to scale compute and energy capacity across the United States. Operating under the Stargate initiative, the partnership carries an announced $500 billion investment ambition aimed at accelerating AI infrastructure deployment.

India’s largest power producer, NTPC Ltd., has begun evaluating at least 30 potential sites for future nuclear power projects, signaling growing momentum behind the country’s nuclear expansion plans. The move aligns with India’s broader goal of scaling nuclear capacity to 100 gigawatts by 2047, with NTPC aiming to deliver roughly 30% of that total through its own developments.

Artificial intelligence, digital twins, and adaptive cooling are reshaping the future of data centers, according to Vertiv’s latest Vertiv™ Frontiers report. The analysis outlines how rising AI demand is transforming data center design, power delivery, and thermal management fundamentally changing how facilities are built and operated at scale.

A new phase of industrial automation is emerging as Caterpillar deepens the role of artificial intelligence within heavy construction equipment. Through an expanded technical collaboration with Nvidia, the manufacturer is signaling a shift in how AI is deployed moving beyond controlled settings and into active, real-world job sites.

The Crusoe data center project has received final approval in Wyoming, clearing the way for one of the largest AI-focused infrastructure developments in North America. Approved unanimously by Laramie County officials, the project enables construction of a large-scale AI data center campus alongside new natural gas–fired power generation near Cheyenne. Proposed by Crusoe Energy Systems and supported by Tallgrass Energy, the development is designed to use up to 2.7 gigawatts of self-generated power nearly three times Wyoming’s current statewide electricity demand.

Schneider Electric has transitioned its Cavite manufacturing facilities to 100% renewable electricity, underscoring how government-backed energy choice programs are reshaping power procurement for high-demand industrial operations. Enabled through a partnership with ACEN RES under the Green Energy Option Program, the shift highlights a growing move by large manufacturers toward direct sourcing of clean power.

Germany’s grid permitting pace accelerated in 2025.

Open Access Data Centres (OADC) has received regulatory approval to acquire NTT Global Data Centers’s South Africa data center portfolio, marking a significant expansion of its local infrastructure footprint. Regulators raised no major competition concerns, clearing the way for scale-up in a fast-growing market.

Prologis is moving forward with plans for a large-scale data center development in Shelbyville, Illinois, reinforcing its steady expansion into digital infrastructure across the U.S. Midwest. Recent planning filings indicate efforts to annex more than a dozen parcels, bringing the site to roughly 576 acres when combined with previously annexed land near the I-74 interchange.

DigitalOcean’s accelerating AI partnerships reflect a broader shift in how enterprises are approaching AI infrastructure. As demand grows for scalable, secure, and cost-efficient platforms to run AI workloads, DigitalOcean is positioning itself as an enabler rather than a barrier to adoption.