Markets and policy
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Europe’s data centre pipeline spreads outward
Europe’s largest data centre markets are still growing, but scarce power, rising land costs, and long connection times are directing more AI-scale development towards secondary locations.
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Amazon takes infrastructure spending to $220bn
Amazon expects cash capital expenditure of approximately $220 billion in 2026 as AWS growth accelerates and available cloud capacity remains constrained.
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Eighty-eight data centres, one Microsoft year
Microsoft brought 88 data centres online during its 2026 financial year and added approximately 1GW of capacity in the final quarter.
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European buildout pushes Tonroe past £1bn
Tonroe Group’s revenue reached £1.19 billion in 2025 as TSL expanded its international technical-construction workload and multi-year project pipeline.
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Truman Brewery data centre clears Whitehall
The government has allowed planning appeals covering a 3MW data centre at the former Truman Brewery, despite objections over heritage, urban design, and limited employment.
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Pension capital moves into Slough hyperscale
GLIL Infrastructure will acquire a majority interest in Yondr’s Slough data centre campus, while Yondr retains a minority holding and continues operating the asset.
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Reported Edged sale tests $15bn valuation
Koch is reported to be exploring a sale of Edged at a valuation above $15 billion, although neither the process nor its asset perimeter has been confirmed.
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Europe’s build pipeline lands on Equans’ books
Equans ended June with a €27.6 billion backlog after record first-half order intake, as data centres added to demand for complex technical-services contracts.
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Cables move to the critical path
Prysmian has raised its 2026 guidance after record quarterly earnings, with data centre construction lifting demand across digital connectivity, power-grid, and industrial cable businesses.
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Eaton’s order book catches the power surge
Eaton’s data centre electrical orders rose approximately 85% during the second quarter, as power distribution and thermal demand accelerated ahead of its wider markets.