Special reports

Dated research, in depth.

Long-form reports on AI datacentres and the operators that build them. Each is a dated publication: every figure carries its source and is fixed at the report’s data date.

Special Report · 31 Oct 2026

Why AI Data Center Construction Keeps Failing

The buildout is failing at delivery, not demand. Five constraints (power, permits, parts, people and paper) now share one critical path.

Compute Terminal Research · Data as of 23 Oct 2026

Interactive edition · free with any account, Compute Open included
33-page print edition · free with any account, Compute Open included

About the report

Annual flagship · 31 Oct 2026

The AI-Factory Economy 2026

The Top-25 AI-factory operators, from neoclouds and converted miners to wholesale platforms, benchmarked on power, silicon, contracts and the debt calendar.

Compute Terminal Research · Data as of 23 Oct 2026

10-page summary edition (sections 00–03) · free with any account, Compute Open included
Full interactive report · Plus and Pro · 7-day trial on monthly Plus
35-page print edition · Plus and Pro (on a trial, from the first payment)

About the report

How we research: methodology. Every correction is logged at /corrections.