Markets and policy
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EQT buys into the power-first AI campus
EQT is acquiring Copia Power, a US platform linking generation, transmission, and data centre load into large AI infrastructure campuses.
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Scaleway folds heat-reuse HPC into its cloud
Scaleway has acquired Qarnot, adding dedicated HPC and waste-heat-recovery capability to its European cloud and AI platform.
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Aruba turns rivers into data centre power
Aruba has acquired three operational hydroelectric plants in Piedmont, extending its direct-generation strategy for Italian digital infrastructure.
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Equinix’s Amsterdam build hits the grid queue
Equinix is advancing AM9 and AM10 in Amsterdam, but the project shows how grid congestion is throttling mature European hubs.
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Power starts rewriting Europe’s data centre map
Moody’s analysis links Europe’s capacity race to grid access, water stress, cooling conditions, and infrastructure delivery risk.
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Quinbrook puts capital behind the grid
Quinbrook’s new £587m UK and Ireland fund backs renewables, storage, grid stability, and energy transition infrastructure.
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Britain sketches a cyber shield for machines
The NCSC is developing Cyber Shield, a national-scale AI defence blueprint for faster cyber-risk discovery and mitigation.
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Ireland pulls cables into the cloud agenda
Ireland’s EU Presidency programme connects cloud, AI, digital networks, cyber resilience, and subsea cable security.
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Green Mountain tests the Nordic premium
Azrieli is reportedly seeking a minority investor for Green Mountain as AI demand lifts the value of Nordic powered capacity.
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Cerebras goes hunting for European megawatts
Cerebras plans to bring European AI capacity online from 2026, with a target of 200MW by the end of 2027.