Markets and policy
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ABB records triple-digit growth in data centre orders
ABB reported triple-digit growth in data centre orders in the third quarter of 2026, alongside a 40% increase in total group orders to $12.055 billion. The company did not disclose the value or European share of data centre orders.
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Aura details €220m proposed Portuguese AI data centre
Aura Technologies has outlined financing and equipment plans for a proposed €220 million, 6.4MW AI data centre in Coruche. Municipal land decisions predate the latest details, and financing, power and commissioning remain unconfirmed.
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OVHcloud reports 110MW of connected capacity headroom
OVHcloud reports 250MW of connected power capacity, with 140MW in operation and 110MW of headroom. Its FY2026 results show positive levered free cash flow, although unused connections are not equivalent to commissioned IT capacity.
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Amazon allocates €4.8bn to Frankfurt cloud expansion
Amazon plans to invest €4.8 billion in AWS infrastructure in Frankfurt during 2027, within a wider €16 billion German programme. The commitment does not disclose new operating capacity or identify individual data centre projects.
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Amazon backs proposed 960MW Indiana nuclear project
Amazon is funding development of a proposed 960MW nuclear plant in Indiana under an agreement with AEP and X-energy. Feasibility studies, regulatory approvals, and investment decisions remain outstanding.
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Israel outlines 200MW data centre connection limit
Israel’s Electricity Authority has proposed a 200MW limit for new data centres, alongside financial guarantees and emergency disconnection requirements, following grid connection requests totalling approximately 27GW.
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S&P warns of opaque AI infrastructure liabilities
S&P Global says complex AI infrastructure financing may expose major technology companies to obligations that are not fully visible in published disclosures. The ratings agency has not quantified the potential liabilities.
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Nscale negotiates further $45bn Anthropic computing deal
Nscale is in talks over another $45 billion computing agreement with Anthropic, involving a proposed second building at its Monarch campus in West Virginia. The agreement has not been signed.
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Nscale faces investor resistance to IPO valuation
Some prospective investors reportedly favour valuing Nscale at $16 billion–$19 billion rather than its approximately $30 billion IPO target, amid scrutiny of financing and delivery risks across AI infrastructure.
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Volex reports growth as data centre sales normalise
Volex expects record first-half revenue of at least $710 million, although data centre sales have eased from the preceding six months as exceptional supply shortages unwind.