Power and energy
-
Aurora agreement maps path towards 1GW campus
1414 Degrees has signed a non-binding agreement for a phased AI data centre at its Aurora Energy Precinct, beginning at 17MW before a possible expansion towards 1GW.
-
Nevada utility challenges Tract over connection costs
NV Energy has taken data centre park developer Tract to court over the allocation of infrastructure costs associated with two proposed Nevada campuses exceeding 2GW of combined capacity.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.