Markets and policy
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Orrön reveals 4GW data centre pipeline
Orrön Energy has disclosed a 4GW data centre pipeline across Germany and the UK, including a 300MW British project placed into a sales process.
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Partners Group backs AVK with $1bn
Partners Group will invest more than $1bn in AVK, funding behind-the-meter power systems for European data centres facing constrained and delayed grid connections.
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Harworth opens talks over second hyperscale site
Harworth is in advanced negotiations with several counterparties over a second hyperscale data centre site, which has planning consent and power connections but remains otherwise undisclosed.
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Prologis and SEGRO agree $18.8bn takeover
Prologis and SEGRO have agreed a recommended $18.8bn acquisition, combining major European property, powered-land, and data centre pipelines, with completion targeted for the first half of 2027.
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Edinburgh appeal halted pending full EIA
Scotland’s planning reporter has halted an Edinburgh data centre appeal until the developer submits a full Environmental Impact Assessment.
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Bitdeer signs $4.7bn Tydal AI lease
Bitdeer will deliver 121MW of contracted IT capacity at its Tydal campus under a 16-year agreement with Volta.
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Meta lifts AI infrastructure spending floor
Meta expects capital expenditure of $130bn to $145bn in 2026 after spending $31.08bn during the second quarter, largely to expand AI and core computing infrastructure.
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Olix raises $312m for inference hardware
London-based semiconductor developer Olix has raised $312m to complete and commercialise an AI inference platform built around specialised processors, photonic interconnects, networking, and rack-level systems.
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Substrate creates property vehicle for AI sites
Substrate AI has established a Spanish property investment vehicle intended to own and develop the real estate supporting its planned data centres and advanced-computing facilities.
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Europe’s data centre pipeline spreads outward
Europe’s largest data centre markets are still growing, but scarce power, rising land costs, and long connection times are directing more AI-scale development towards secondary locations.