HYBSIS Intelligence
Analytical products built on one shared, sourced dataset. Every figure is traceable to its source; every signal states how it was derived; every prediction is dated and kept on record.
Track the companies building the emerging GPU-cloud and AI infrastructure layer.
Companies tracked
24
Projects tracked
28
Events recorded
48
HQ countries
6
North America
Europe
Asia-Pacific
Global
Campus-level tracking of AI data-centre developments, capacity and delivery status.
Energy procurement, grid interconnection and generation strategies behind AI capacity.
Updated 1 Nov 2026, 11:54 UTC
As production hardware starts shipping, NVIDIA has updated some of the specifications for its Rubin GPU platforms The post NVIDIA Updates Rubin GPU Specs as First Production Hardware Arrives appeared first on ServeTheHome .
ServeTheHome
Building maintenance needs more attention
DatacenterDynamics
Data center demand is surging, but outdated grid infrastructure is preventing Europe from making full use of renewable energy
DatacenterDynamics
The strongest data center security strategies do not deploy identical controls everywhere
DatacenterDynamics
Nebius, an AI infrastructure provider, has agreed to lease 50 MW of IT capacity from AIB Data Centers Ltd (AIB), a digital infrastructure developer and operator, under a 12 year contract, adding infrastructure in the southeastern United States for its AI cloud operations. The agreement addresses a key…
W.Media
PowerBank Corporation, an independent energy developer and asset owner in North America, has announced that its joint development partner has executed the first lease and is developing a 2 MW modular data center in Ontario, Canada. This is the first of several sites where PowerBank and its partner plan to develop…
W.Media
Macquarie Asset Management (Macquarie), an Australian multinational investment banking and financial services group, is set to acquire controlling stakes in South Korean IT infrastructure provider Gabia and its subsidiary KINX after agreeing to buy shares from their major shareholders. According to a company press…
W.Media
Part of the company’s Bring Your Own Power initiative
DatacenterDynamics
Signs first lease with AI cloud partner
DatacenterDynamics
Would support DayOne's SG1 data center
DatacenterDynamics
18 Sept 2026 · ipo
Nscale — IPO (S-1 filed) (announced) Shares and price range not yet determined. Lead bookrunners Goldman Sachs, J.P. Morgan, Morgan Stanley.
17 Sept 2026 · equity
Crusoe — Series F (initial close)
3 Sept 2026 · equity
Crusoe — Series F (reported) (reported discussion)
3 Sept 2026 · equity
Fluidstack — Series B
28 Aug 2026 · equity
Lambda — Pre-IPO round (reported talks) (reported discussion) Bloomberg-reported; 'up to $3B at $12B or more'.
Counts of recorded financing, listing and M&A events. Amounts shown only where a source reports them.
| Category | Value |
|---|---|
| 2024 | 5 |
| 2025 | 16 |
| 2026 | 27 |
Evidence-based indicators computed from collected news, curated observations and structured events. Direction compares evidence in the last 90 days with the 90 days before; nothing here is a forecast.
Computed 1 Nov 2026, 11:55 UTC
Announcements of GPU capacity purchases, reservations and cluster build-outs.
39 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 8 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
New AI data-centre campuses, expansions and capacity announcements.
588 matching item(s) in the last 90 days vs 3 in the previous 90 days, from 10 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Capacity expansion announced by tracked NeoCloud providers.
135 matching item(s) in the last 90 days vs 1 in the previous 90 days, from 7 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Adoption of newer accelerator generations across providers.
33 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 5 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Equity, debt and public-market financing for AI infrastructure.
100 matching item(s) in the last 90 days vs 6 in the previous 90 days, from 22 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Evidence of rising per-rack power in AI deployments.
20 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 5 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Deployments and products using direct-to-chip or immersion liquid cooling.
30 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 5 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Power procurement, PPAs, on-site generation and energy partnerships for data centres.
52 matching item(s) in the last 90 days vs 1 in the previous 90 days, from 7 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Grid interconnection queues, moratoria, and utility constraints affecting data centres.
71 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 6 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Advances and deployments in AI fabrics, optics and interconnect.
20 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 6 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
National or regional AI infrastructure programmes and sovereign compute.
56 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 7 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Mergers, acquisitions and strategic combinations among AI infrastructure providers.
20 matching item(s) in the last 90 days vs 1 in the previous 90 days, from 5 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.
Count of collected items mentioning each technology — a proxy for attention, not deployment volume.
| Period | Liquid cooling | Rack-scale systems | Next-gen accelerators | AI Ethernet | Dedicated power |
|---|---|---|---|---|---|
| 2024-Q1 | 1 | 1 | 1 | 0 | 0 |
| 2025-Q1 | 0 | 0 | 1 | 0 | 0 |
| 2025-Q2 | 0 | 0 | 0 | 1 | 0 |
| 2025-Q4 | 0 | 1 | 4 | 0 | 0 |
| 2026-Q1 | 0 | 0 | 1 | 0 | 0 |
| 2026-Q3 | 6 | 3 | 6 | 1 | 0 |
| 2026-Q4 | 22 | 7 | 27 | 2 | 14 |