Markets and policy
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Kent’s 300MW campus goes national
Clearstone’s proposed Ebbsfleet AI campus will test UK planning, transmission connection, and large-load infrastructure policy.
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Pension capital follows the AI grid
CPP Investments is committing US$1.75bn to EQT’s AI infrastructure strategy, led by global data centre operator EdgeConneX.
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Stockholm lease rides on 30MW
Barings has secured a 10-year lease extension and 30MW of extra power capacity at Vanda 3 in Kista.
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Nebius plugs Madrid into the AI race
Nebius has reportedly taken 18MW at Madrid-Getafe, adding AI demand to Iberia’s power-led data centre expansion.
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Vimercate turns from IBM past to AI load
QTS is weighing a 220MW campus north of Milan, converting former industrial land into a major Italian capacity play.
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Switzerland hits the megawatt backlash
Swiss data centre opposition is moving from local discomfort into a measurable fight over electricity, water, land, and consent.
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Arcus buys London colocation foothold
Arcus has agreed to acquire Volta Data Centres, a 6MW carrier-neutral facility in central London.
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Siemens buys into Kao’s power story
Siemens Financial Services has taken a stake in Kao Data as the UK operator renews its Shell Energy supply deal.
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Cloud Capital raises the lease game
Cloud Capital and Realty Income have formed a data centre joint venture seeded with more than $6bn of assets.
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AWS puts 1.2GW into context
AWS says it added more than 1.2GW of data centre capacity in the fourth quarter of 2025.