Markets and policy
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Equity gives way to financing in SWI’s Polarise reset
SWI Group has dropped its planned majority investment in Polarise and will finance the German AI infrastructure business instead, while concentrating ownership around data centres and US compute assets.
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Water pressure closes in on Warsaw data centre plan
A four-building data centre development near Warsaw is facing opposition over water demand as existing supply problems push cooling design and utility capacity deeper into the planning debate.
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Norway’s data centre load doubles in two years
Norwegian data centres consumed 3.3TWh of electricity in 2025, twice the level recorded in 2023, as grid capacity increasingly determines which proposed facilities can progress.
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Lapinlahti weighs a 500MW data centre campus
Helios Nordic Energy is seeking zoning for more than 80 hectares beside Fingrid’s Alapitkä substation, where a proposed data centre could eventually reach around 500MW.
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Frankfurt expansion draws CVC infrastructure capital
CVC DIF is taking a majority stake in firstcolo, placing fresh infrastructure capital behind a German colocation platform with a 24MW expansion already under construction near Frankfurt.
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Madrid puts another 56MW into construction
Global Switch has begun building Madrid 2, adding 56MW to a campus that will reach 70MW as Spain’s largest data centre market moves more capacity into physical delivery.
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A $100bn question hangs over Vantage
Vantage Data Centers is considering an IPO or sale at a potential valuation of around $100bn, as hyperscale expansion pushes private infrastructure platforms towards ever larger pools of capital.
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Water networks start pricing in data centre growth
Ofwat has provisionally allowed £477m of additional water-sector investment for growth pressures including data centres, bringing another utility constraint into the UK’s digital infrastructure build-out.
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South Wales AI zone lands its first capacity deal
Nebius will deploy high-density Nvidia infrastructure at Vantage’s Newport campus, giving the South Wales AI Growth Zone its first announced commercial capacity commitment.
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Europe has 2,800 data centre sites — but not 50GW of live load
A new inventory counts almost 2,800 EU data centre sites and more than 50GW of listed capacity, but planned projects, campus totals, and operating facilities sit together inside the headline figures.