Data article · Capital markets
AI datacentre deals: the last 30 days of transactions
By sector
| Sector | All | Deals | Listings | Talks |
|---|---|---|---|---|
| Datacentres, land & REITs | 24 | 14 | 2 | 8 |
| Cooling & thermal | 7 | 6 | 1 | 0 |
| Semiconductors & optics | 6 | 6 | 0 | 0 |
| Neoclouds & AI factories | 5 | 3 | 2 | 0 |
| Electrical equipment | 2 | 2 | 0 | 0 |
| EPC & construction | 2 | 2 | 0 | 0 |
| Power generation | 1 | 1 | 0 | 0 |
Listings
| Date | Company | Type | Status |
|---|---|---|---|
| 9 Oct | Firmus Grid | IPO (ASX), withdrawn | Withdrawn; may try Nasdaq in 2027 |
| 5 Oct | DayOne Data Centers | IPO filing (F-1, Nasdaq "DODC") | Filed; price range TBD |
| 29 Sep | Accelevation Holdings; Olympus Partners selling | IPO (Nasdaq) | Listed |
| 18 Sep | Nscale | IPO filing (S-1, NYSE "NSCL") | Filed; range TBD |
| 17 Sep | Host Digital / Host Digital Infrastructure LLC | De-SPAC / listing; ROFO on sponsor Site II | Merger closed; Site II pending |
Cooling and thermal
The newest GPU racks need liquid cooling, and thermal specialists are being bought and merged. The cooling and thermal entries in the window:
| Date | Parties | Type | Status |
|---|---|---|---|
| 14 Oct | 3C / Datalec Precision Installations | Merger → "3C Datalec" | Announced/completed (not specified) |
| 12 Oct | Suzhou Tianmai Thermal / 100% of Hainan Siyang Investment, giving 56.675% of Chengdu Zhongleng | Acquisition (signed equity purchase agreement) | Signed |
| 7 Oct | Kunshan Kosen Technology / 53.26% of Huizhou Zhangu Technology | Majority stake (capital increase CNY210M + share purchase CNY290M) | Announced; SSE inquiry |
| 6 Oct | Kohlberg & Co. / Majority of Advanced Industrial Devices | PE buyout (majority) | Completed |
| 29 Sep | Accelevation Holdings; Olympus Partners selling | IPO (Nasdaq) | Listed |
| 24 Sep | Vertiv / King Environmental Services | Acquisition | Announced; close Q4 2026 |
| 14 Sep | AirJoule Technologies / BitSink | Acquisition | Completed |
How we count
Every entry needs a source. USD values only where the value is in USD or the source reported a USD conversion; each deal counted once; talks, raise targets and market capitalisations excluded. Repricings of existing facilities are labelled as such, so new money can be told apart from refinancing.
Questions
How many AI datacentre deals were there in the last 30 days?
47 transactions between 14 Sep 2026 and 14 Oct 2026: 34 deals, 5 listings and 8 sets of talks.
How much money did those deals disclose?
12 disclosed a value in US dollars, $15.1bn in all, including $5.7bn of repriced existing facilities. Talks and market capitalisations are not counted.
Which parts of AI infrastructure see the most deals?
Over the last 30 days: Datacentres, land & REITs (24), Cooling & thermal (7), Semiconductors & optics (6).
Where can I see the full terms?
The 30-day table with headline terms is free with Compute Open; subscribers see the full terms, the closing calendar and the IPO pipeline, and Plus adds comparables and the full archive.
Updated 14 Oct 2026. Source: Compute Terminal deals register; each entry links to its own page with sources. Methodology: Capital Markets. Not investment advice.
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