Power and energy
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Vertiv’s growth meets the delivery wall
Vertiv reported 24% quarterly sales growth but said supply congestion and phased project execution shifted revenue, exposing the uneven conversion of AI demand into completed infrastructure.
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Amazon takes infrastructure spending to $220bn
Amazon expects cash capital expenditure of approximately $220 billion in 2026 as AWS growth accelerates and available cloud capacity remains constrained.
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Eighty-eight data centres, one Microsoft year
Microsoft brought 88 data centres online during its 2026 financial year and added approximately 1GW of capacity in the final quarter.
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Private power reaches gigawatt scale
INNIO has secured an order for more than 200 gas engines providing around 1.1GW of behind-the-meter power across a multi-site US data centre programme.
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Efficiency cannot outrun Nebius’s emissions
Nebius reported efficient cooling and heat-reuse performance in 2025, while rapid infrastructure expansion lifted market-based Scope 1 and 2 emissions to 65,001 tonnes.
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Cables move to the critical path
Prysmian has raised its 2026 guidance after record quarterly earnings, with data centre construction lifting demand across digital connectivity, power-grid, and industrial cable businesses.
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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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Veolia steps inside a 350MW private power system
Veolia will operate a grid-independent microgrid for an Ohio AI campus, covering 350MW of generation, 430MWh of batteries, commissioning, and long-term maintenance.
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Live NHS retrofit replaces ageing power and cooling
Two NHS data centres have replaced UPS and air-handling equipment while remaining operational, with projected annual cooling savings of £32,305 and 58 tonnes of carbon.
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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.