Markets and policy
-
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.
-
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.
-
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.
-
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.
-
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.
-
Parliament turns to the UK’s data centre bottlenecks
A parliamentary group is seeking evidence on the grid, planning, investment, skills, and environmental constraints shaping the next phase of UK data centre development.
-
Whitehall reshuffle leaves AI Growth Zones in limbo
The government has not named a new owner for the AI Growth Zone programme, leaving responsibility for power, planning, incentives, and regional delivery unclear.
-
Data centre demand lifts Schneider’s 2026 ceiling
Schneider Electric has raised its revenue and earnings targets after data centre construction supported record first-half sales across energy management and services.
-
Holmaneset’s power prize draws a data centre question
Fortescue correspondence has raised the prospect of data centre development at its Norwegian green-ammonia site, where 300MW of power and major EU funding are already in play.
-
Bulgaria’s €3bn AI campus reaches the starting line
Brinell Compute says enabling work on its proposed €3 billion campus near Plovdiv will begin this autumn, with power, customers, permits, and financing still undisclosed.