Markets and policy
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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.
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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.
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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.
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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.
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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.
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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.
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Poste Italiane brings a 70MW AI plan into view
Poste Italiane has identified land and an energy supplier for a proposed 70MW Lombardy data centre, although the location, consortium, and delivery programme remain undisclosed.
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Staudinger’s coal legacy gives way to compute
Uniper is preparing part of its Staudinger power station in Hesse for data centres, battery storage, and new generation across 459,000 square metres of industrial land.
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Portugal’s grid prepares for the data centre surge
EDP expects data centres to produce about 60% of Portugal’s electricity-demand growth through 2035 as more than 2.6GW of proposed capacity moves through development.
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Europe clears the runway for seven AI gigafactories
Brussels has opened a tender for up to seven AI gigafactories, combining €10 billion of public support with an expected €20 billion or more from industry.