Markets and policy
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Vertiv revenue surges as infrastructure orders accelerate
Vertiv reported third-quarter revenue of $4.31bn, increasing 61%, while organic orders more than doubled and EMEA sales rose 23% amid growing demand for critical data centre infrastructure.
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Equinix reports record bookings as capacity expands
Equinix recorded $533m in annualised gross bookings during the third quarter, alongside growth in interconnection revenue and plans to deliver nearly 40% more cabinets in 2026 than originally expected.
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TPG reportedly pursues $5bn Ark acquisition
TPG is reportedly negotiating to acquire British data centre operator Ark from Elliott Investment Management for approximately $5bn, although no definitive agreement has been confirmed.
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Volta acquires Reynolds House Manchester data centre
Volta Data Centres has acquired Manchester’s Reynolds House facility from Lunar Digital, adding approximately 1.45MW of installed IT capacity, with expansion planned to 2.5MW.
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Playmobil factory earmarked for 100MW computing campus
Horst Brandstätter Group plans to convert its former Playmobil factory in Dietenhofen into a 100MW computing campus, using existing 110kV infrastructure and grid capacity reserved by N-ERGIE.
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Slough seeks larger community returns from data centres
Slough Borough Council is reportedly seeking voluntary community contributions from data-centre operators, including proposed annual commitments for local improvements. The funding arrangement has not been established.
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Investigation questions consultation behind UK AI Growth Zones
Spotlight on Corruption says businesses accounted for 84% of ministerial data-centre stakeholder meetings in the period it examined, raising questions about community and environmental participation in AI Growth Zone policy.
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SWI Compute outlines initial Cambridge AI deployment
SWI Compute plans to bring an initial 30 MW of NVIDIA AI computing capacity online at Cambridge by late 2027, with a larger proposed campus and a wider European deployment programme.
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Netherlands delays answers on data centre consumption
The Dutch government has postponed answers to parliamentary questions about data centre electricity and water consumption data, citing interdepartmental coordination and targeting a response before the 19 November digital autonomy debate.
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Italy’s strategic data centre plans face delivery constraints
Italy has recognised seven data centre programmes worth more than €25bn as nationally strategic, but their delivery will depend on grid connections, planning approvals, investment commitments, and construction capacity.