Compal and ARC Cloud announced on October 27, 2026, that they had signed a memorandum of understanding to collaborate on large-scale AI computing infrastructure. The framework includes exploring a data center development roadmap of up to 100 megawatts, but does not constitute a binding investment or purchase commitment.

Key Takeaways

  • The MOU covers AI servers, GPU clusters and data center infrastructure.
  • The potential 100 MW roadmap is exploratory, not confirmed capacity or a revenue forecast.
  • The planned collaboration extends beyond hardware supply to engineering, validation, deployment and support.

An exploratory roadmap, not a confirmed buildout

Signed during the 2026 OCP Global Summit, the MOU establishes a framework for cooperation across multiple projects. Specific projects, capacity, commercial terms and timelines remain subject to further agreements and applicable conditions.

That distinction limits what the announcement establishes commercially: the potential 100 MW roadmap is neither a confirmed project nor a capacity or purchase commitment. The companies also explicitly said it should not be treated as a revenue forecast.

The collaboration aligns with ARC Cloud’s plans for significant capital investment in AI infrastructure and data center development across the United States, including California, Nevada, Texas and Georgia. The announcement did not specify an investment amount or identify individual sites.

Compal and ARC Cloud outline engineering roles

Compal plans to contribute AI server manufacturing, rack-scale integration and liquid-cooling expertise. Its liquid-to-liquid and liquid-to-air cooling solutions illustrate the technologies it offers for liquid-ready facilities and transitional environments; the MOU announcement does not identify particular cooling products for deployment.

ARC Cloud will contribute infrastructure investment capabilities, strategic technology partnerships, and the engineering and operation of high-performance GPU clusters. Together, the companies intend to align system configurations and production schedules with data center deployment requirements.

The scope also includes exploring joint engineering, system validation and lifecycle technical support. This makes the proposed relationship broader than a server-supply arrangement, with the stated aim of improving deployment efficiency and operational readiness for AI training, fine-tuning and inference.

“AI customers need more than access to GPUs. They need computing environments that can deliver consistent performance for demanding workloads,” said William Tiah, ARC Cloud’s co-founder. Any specific deployment commitments still depend on subsequent agreements.

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