AI infrastructure: Planning for long-term growth

This article from Antonio Castano, Global Market Development Director at AFL, highlights how a combination of technologies, architecture, and deployment models is driving the next generation of physical infrastructure. In today’s landscape, several infrastructure approaches are becoming increasingly relevant: • Neoclouds provide specialised compute capacity • Brownfield deployments accelerate AI implementation within existing facilities • DCI extends AI infrastructure across multiple facilities • CPO brings optical interfaces closer to compute and networking components • VSFF supports higher-density optical connectivity Each approach addresses a different requirement. However, the consistent, underlying planning challenge remains that AI deployments can change significantly between hardware generations, whilst optical cabling, pathways, and connectivity infrastructure typically remain in service for much longer periods. This means physical infrastructure needs sufficient capacity and flexibility to accommodate technologies that may not yet be widely deployed. Designing around a single AI architecture can limit future options, particularly where increasing fibre density, distributed connectivity, or new optical interfaces require changes to the physical layer. The long-term objective is to establish an infrastructure foundation that can support successive generations of AI systems without requiring extensive physical redesign. AI is not scaling through a single infrastructure model. As neoclouds, brownfield deployments, DCI, CPO, and VSFF connectivity reshape the data centre landscape, the physical layer must be designed as a flexible foundation that can adapt across multiple generations of AI architectures. Approaches to the infrastructure of tomorrow Neoclouds provide dedicated access to accelerated computing, allowing organisations to scale AI capacity without building equivalent facilities. This model can shorten deployment timelines whilst increasing demand for high-density power, cooling, networking, and optical connectivity. For infrastructure planners, the key consideration is ensuring supporting physical infrastructure can accommodate rapid changes in compute requirements. Brownfield deployments can accelerate AI capacity by reusing existing power, cooling, pathways, and facility space. However, infrastructure designed for conventional workloads may not accommodate the fibre density required by modern AI systems. For example, an NVIDIA NVL72 rack can require up to 1,152 fibre connections. Retrofitting requires careful planning for capacity and future upgrades. Data centre interconnect (DCI) allows AI environments to operate across multiple buildings, campuses, or locations. This approach can provide greater flexibility when capacity, power, or resilience requirements exceed what one facility can support. However, longer connections introduce additional considerations around latency, optical performance, power, and network architecture that must be addressed during infrastructure planning. Co-packaged optics (CPO) places optical interfaces closer to compute and networking components, reducing electrical transmission distances within systems. The architecture can support higher bandwidth while changing how fibre connectivity is presented around equipment. Physical infrastructure, therefore, needs sufficient flexibility in cable routing, fibre management, and connectivity capacity to accommodate evolving optical architectures. Very small form factor (VSFF) connectivity enables more optical connections within limited rack and panel space. Higher connection density becomes increasingly important as AI systems require greater numbers of fibres for high-speed networking. The benefit depends on adequate pathway capacity, patching space, and cable management, making VSFF part of a wider physical infrastructure strategy. Long-term AI growth: Building flexible foundations AI infrastructure will continue to combine different deployment models, facilities, optical technologies, and connectivity architectures. Because physical infrastructure remains in service longer than compute and networking hardware, capacity and flexibility are critical. A modular optical foundation allows operators to accommodate future AI requirements whilst protecting existing infrastructure investments. With AI infrastructure demands scaling fast, bringing new considerations that challenge traditional data centre design, AFL’s ‘AI Infrastructure’ whitepaper series, including Architecting AI at Scale and Building AI Training Clusters at 16K Accelerators, examines these requirements in greater detail. For a deeper dive, read AFL’s blog, What Does Sustained AI Growth Mean for Data Center Fiber Infrastructure? For more from AFL, click here.

Colt DCS appoints new CEO

Colt Data Centre Services (Colt DCS), a hyperscale and colocation data centre operator, has appointed Quy Nguyen as CEO, effective immediately. He has served as Acting CEO since April 2026, following the retirement of Niclas Sanfridsson. Quy joined Colt DCS in 2016 and has held senior leadership positions across sales and marketing, customer experience, design, and delivery. Most recently, he served as Chief Sales Officer, where he led the company’s commercial strategy and customer relationships. Before joining Colt DCS, Quy held senior roles spanning finance, strategy, and general management. As CEO, Quy will lead Colt DCS as it expands its global data centre platform. The company has nearly 800MW of capacity under development across global markets, with demand being driven by cloud adoption and the growth of AI workloads across Europe and Asia. Comments on the new appointment Tim Cohen, Chairman of Colt DCS, says, "Quy has demonstrated exceptional leadership during a period of significant growth and transformation for Colt DCS. "His deep understanding of our customers, our people, and our business, combined with his strategic vision and proven track record of execution, made him the outstanding choice to lead the company." Quy himself comments, "I am honoured to be appointed CEO of Colt DCS at such an exciting time for our company and industry. We have built a strong track record for delivering world-class digital infrastructure, fostering trusted customer relationships and executing ambitious growth plans across key markets. "I look forward to working alongside our talented teams around the world to build on our strong foundations, expand our global platform, and deliver long-term value for our customers, partners, and stakeholders." For more from Colt DCS, click here.

euNetworks sets new sustainability loan targets

euNetworks, a European bandwidth infrastructure company, has introduced two environmental performance targets through its Sustainability-Linked Loan (SLL), linking sustainability measures to the design and development of new network infrastructure. The revised framework introduces Network Development Impact by Design Plans for major network projects, alongside a target for continuous improvement in the company’s GRESB infrastructure benchmark score. euNetworks first established its €760 million (£650 million) SLL in 2021 to support the expansion of its fibre network across Europe. The facility was then refinanced and expanded to €1.26 billion (£1 billion) in 2024. The Impact by Design Plans will now apply to major projects requiring significant new network construction. These projects account for a large proportion of euNetworks’ annual capital investment and approximately two thirds of its current greenhouse gas emissions. The plans will assess lower-carbon materials, construction techniques, and supplier options during the design stage, before project specifications are finalised. The approach is intended to incorporate environmental considerations into commercial and engineering decisions alongside cost, delivery times, and customer requirements. New targets added to €1.26bn loan The GRESB target will measure continuous improvement against an infrastructure-focused benchmark covering governance, environmental management, and operational performance. Marisa Trisolino, CEO of euNetworks, says, “Our new SLL targets mark an important step in euNetworks’ commitment to growing our business sustainably, focusing our efforts on the areas where we can deliver the greatest impact. “The introduction of our NetDev Impact by Design Plans represents a significant evolution in how we approach major network development projects, embedding sustainability considerations from the very beginning of the design and planning process.” The targets complement euNetworks’ existing sustainability commitments, including its validated Science Based Targets, net zero by 2040 commitment, supplier engagement programme, and carbon measurement tools. For more from euNetworks, click here.

DataVita secures £300m for Scottish data centres

DataVita, a UK data centre and cloud services provider, has secured approximately £300 million in debt financing to expand its existing data centre and also build a second facility in North Lanarkshire’s AI Growth Zone, supported by a £202 million guarantee from the National Wealth Fund. The financing has been provided by ING, ABN AMRO, Santander, the Scottish National Investment Bank, and Siemens Financial Services through Siemens Bank. The National Wealth Fund guarantee covers £202 million of a £252.5 million lending tranche provided by ING, ABN AMRO, and Santander. Financing from the Scottish National Investment Bank and Siemens Financial Services is not covered by the guarantee. The investment will expand DataVita’s existing DV1 data centre and fund construction of DV3. Capacity at both facilities has been contracted to AI cloud provider CoreWeave under a 15-year lease agreement. The two projects are expected to create around 600 construction jobs and approximately 100 permanent skilled roles once completed. North Lanarkshire AI campus takes shape The developments are intended to form the first stage of a larger planned data centre campus in North Lanarkshire, following the site’s designation as Scotland’s first AI Growth Zone earlier this year. DataVita has operated in Scotland’s digital infrastructure sector for more than 10 years, providing data centre infrastructure, cloud services, and connectivity for customers including government bodies, local authorities, and universities. The project is the National Wealth Fund’s first support for domestic compute capacity and is intended to contribute to the UK Government’s Compute Roadmap and Scotland’s five-year AI strategy. Oliver Holbourn, CEO of the National Wealth Fund, says, “New compute capacity is key to unlocking the UK’s future, yet private finance can be difficult to secure for emerging infrastructure at this scale. The National Wealth Fund’s guarantee is helping address that gap, giving lenders the confidence to invest.” Danny Quinn, Managing Director at DataVita, comments, “There is plenty of talk about AI infrastructure just now. This project is being delivered: work is well advanced on site, every megawatt is contracted, and the first facility completes this year. “The UK needs its own AI capability, built here and run here, and we are grateful to the National Wealth Fund and our lenders for backing a project that is already delivering it.” UK AI Minister Kanishka Narayan adds, “The countries that build the infrastructure behind this technology will be the ones that attract investment, create jobs, and help shape the industries of the future.” The Scottish Government’s Economy Secretary Stephen Flynn suggests that the investment will contribute to more than 3,400 jobs and more than £8 billion in private investment associated with the North Lanarkshire AI Growth Zone. For more from DataVita, click here.

Echelon, Trinovium to develop liquid cooling technology

Echelon Data Centres, a developer and operator of hyperscale data centres, has entered into a collaboration with clinical diagnostics company Trinovium, a subsidiary of Trinity Biotech, to develop liquid cooling technologies for AI and high-density computing environments. The collaboration will focus on cooling requirements created by increasing computing and power densities in data centres, including the management and monitoring of coolant used in liquid cooling systems. As operating temperatures and demands increase, factors including corrosion, particulate contamination, fluid degradation, and microbial growth can affect the reliability of cooling systems. The collaboration combines Echelon's experience in designing, developing, and operating hyperscale data centre infrastructure with Trinovium's expertise in high-purity fluid manufacturing and analytical technologies. Under the agreement, the companies will develop and refine liquid cooling technologies based on the requirements of Echelon's hyperscale and AI infrastructure portfolio, which currently includes more than 700MW of capacity in development and more than 1.4GW of secured capacity across Ireland, the UK, Italy, and other markets. Trinovium was established to apply Trinity Biotech's experience in healthcare-grade fluid manufacturing to AI infrastructure. Its initial direct-to-chip cooling formulation is based on high-purity aqueous chemistry, corrosion inhibition, and coolant system protection, alongside consistency and traceability. Monitoring liquid cooling systems Alongside its cooling fluid, Trinovium is developing a fluid health and system intelligence platform using analytical technologies from Trinity Biotech, including connected electrochemical sensing and mass spectrometry. The platform is intended to monitor corrosion and scaling, particulate contamination, and microbial growth and biofilm formation, providing information about the condition of liquid cooling systems. Development is expected to begin shortly, with initial work covering direct-to-chip cooling fluids, thermal management systems, and modular liquid cooling technologies for AI and high-performance computing. Niall Molloy, CEO of Echelon Data Centres, comments, “AI is changing the infrastructure requirements of data centres. As more computing power is concentrated into smaller spaces, managing the heat it generates becomes an increasingly important engineering challenge. “Liquid cooling will be an important part of meeting that challenge, but it is not simply about moving heat more efficiently; the quality, stability, and monitoring of the fluids within those systems will also be important to their long-term reliability.” John Gillard, CEO of Trinity Biotech, adds, “The rapid growth of AI is creating unprecedented demand for advanced cooling technologies capable of supporting increasingly dense and power-hungry computing environments. “By combining Trinovium’s capabilities in high-performance fluid design, precision manufacturing, and advanced analytics with Echelon’s hyperscale data centre expertise, we believe we can accelerate the development of innovative liquid cooling solutions designed specifically for the next generation of AI infrastructure.” For more from Echelon, click here.

Schneider Electric launches Easy UPS 3S Pro

Global energy technology company Schneider Electric has launched the Easy UPS 3S Pro, a three-phase uninterruptible power supply (UPS) designed for critical applications in small and medium-sized data centres, as well as for telecommunications, commercial buildings, healthcare facilities, manufacturing, and transport. Available in 10–40kVA capacities, the UPS supports internal and external battery configurations and is now available across IEC markets, including Europe, the Middle East, and Africa (EMEA). The system provides efficiency of more than 96% in double-conversion mode and up to 99% in ECO mode. It has a compact form factor and integrated breakers intended to simplify installation and commissioning. Thierry Chamayou, Vice President, Cloud & Service Providers, EMEA at Schneider Electric, says, “Today’s businesses require resilient and efficient power protection solutions that are simple to deploy and manage. “Easy UPS 3S Pro has been designed to make business continuity easy by combining reliable power protection, simplified installation, and integrated monitoring capabilities in a highly cost-effective package for customers and channel partners alike.” UPS designed for simplified maintenance The Easy UPS 3S Pro includes an Easy Loop test function, allowing UPS performance to be verified without a load bank. Front, side, and rear access is provided for maintenance. Other features include an enhanced human-machine interface, a wide operating temperature range, embedded dust filters, and conformal coating. The UPS can be operated in parallel for capacity expansion or N+1 redundancy, whilst shared battery configurations can be used across multiple units. An embedded Network Management Card enables remote monitoring and management through Schneider Electric's EcoStruxure IT software, while BACnet support allows integration with building management systems. The Secure Network Management Card is certified to IEC 62443-4-2, providing cybersecurity controls for connected infrastructure. For more from Schneider Electric, click here.

CBRE: AI demand drives record Europe data centre signings

Demand for AI-ready data centre capacity is increasing across Europe, with emerging AI infrastructure providers, often referred to as neoclouds, securing record levels of capacity. According to research from global commercial real estate services and investment firm CBRE, signings for AI-focused colocation capacity reached 420MW in the first half of 2026, compared with 89MW during the same period in 2025. Two thirds (66%) of the contracted capacity is expected to be delivered by data centre operators to neoclouds in the Nordic region, where lower-cost renewable power is more readily available. The increase in AI-related capacity signings indicates growing confidence amongst data centre operators and investors in the neocloud sector. CBRE says operators are finding ways to meet funding requirements when contracting with neoclouds, representing a shift from the more cautious investment environment seen two years ago. Operators have also adopted measures such as rental deposits and letters of credit on some transactions to reduce financial risk. Neoclouds secure capacity for AI workloads Andrew Jay, Head of Data Centre Solutions, Europe at CBRE, explains, “Neoclouds have emerged as viable occupiers who are taking capacity at scale in markets typically where lower-cost power is the norm. "It is a sign that many data centre providers are increasingly comfortable with the ambitions of neocloud providers and the financial structures that can be used to satisfy the funders.” Kevin Restivo, Director, European Data Centre Research at CBRE, adds, “The underlying demand for compute is immense. Several neocloud companies have emerged with investment-grade customers, enabling them to secure capacity and support the growing requirements of AI workloads. “As a result, we are seeing unprecedented growth in this segment with deployments in areas in parts of Europe where data centre development isn’t the norm.” For more from CBRE, click here.

CVC DIF to acquire German data centre operator

Global private markets manager CVC DIF has agreed to acquire a significant majority stake in Frankfurt-based colocation data centre operator firstcolo from Cube Infrastructure Managers. The investment will be made through DIF Value Add IV and is expected to close by the end of September 2026, subject to customary conditions. Founded in 2007, firstcolo operates two data centres in Frankfurt and provides colocation, dedicated cloud hardware, cloud, connectivity, and managed services to more than 350 enterprise customers. The company's existing facilities are described as near fully utilised and it is also developing FRA7, a new data centre in Rosbach, within the Frankfurt metropolitan region, which will provide 24MW of total gross capacity. The site has secured its power supply, required permits, and fixed-price construction arrangements. Firm tenant commitments are also in place for the facility. FRA7 is being developed in partnership with the regional utility provider, which will supply the facility's energy. Surplus heat from the data centre will be made available for the local district heating network. FRA7 forms first stage of expansion Following the acquisition, firstcolo intends to continue developing its enterprise data centre platform, with FRA7 forming part of its planned expansion in Frankfurt and other German data centre markets. The company will continue to be led by its existing management team, including CEO and co-founder Jerome Evans, COO and co-founder Nicolaj Kamensek, and CFO Dennis Bergfeld. Willem Jansonius, Managing Partner at CVC DIF and Co-Head of the DIF Value Add Strategy, comments, “firstcolo represents a rare opportunity to invest in a high-quality, founder-led colocation platform in an attractive and supply-constrained FLAP-D data centre market. The company combines a resilient, cash-generative existing business with a substantially de-risked expansion project.” Stefan Moosmann, Head of DACH at CVC DIF, adds, “firstcolo is a strong example of CVC DIF's local-for-local approach in action. The opportunity was sourced through our Frankfurt team's local network and developed in seamless collaboration with our pan-European digital infrastructure team.” Jerome Evans, CEO and co-founder of firstcolo, says, “FRA7 is more than a single data centre development; it is the first building block of a scalable, high-performance infrastructure platform designed to support the next generation of AI, cloud, and enterprise workloads in Germany.” Nicolaj Kamensek, COO and co-founder of firstcolo, concludes, “FRA7 is being designed as a highly efficient, AI-ready facility with the power, cooling, connectivity, and operational processes required for demanding high-density workloads.”

EdgeMode, BlackBerry to merge into BLACK AI

Data centre developer EdgeMode and investment firm BlackBerry Alternative Investment Fund (AIF) have signed a memorandum of understanding (MOU) outlining plans to merge and establish BLACK AI, a publicly listed AI infrastructure development platform. The proposed merger remains subject to final commercial terms, due diligence, definitive agreements, and customary closing conditions. The two organisations have worked together for almost 12 months and intend to combine EdgeMode's public company platform and AI infrastructure portfolio with BlackBerry AIF's experience in project development, renewable energy, infrastructure, and commercial execution. BLACK AI will initially focus on AI infrastructure projects in Spain and Panama, with plans to consider opportunities in additional international markets. Vision 2035 strategy BLACK AI's long-term strategy, Vision 2035, will focus on developing AI infrastructure projects, potentially monetising selected assets at the 'ready-to-build' stage, and progressing other projects through development and construction. The strategy also includes the potential to retain selected infrastructure assets as part of a portfolio intended to generate recurring cash flow. Charlie Faulkner, CEO of EdgeMode, comments, "What excites me most isn't the transaction itself; it's the partnership behind it. "Over the past year, Jose, Simon, and I have built enormous trust, respect, and friendship. The more we worked together, the more obvious it became that we weren't trying to build competing businesses; we were trying to build the same company. "Jose has assembled an outstanding team with exceptional technical and commercial expertise and, together, we believe we have the opportunity to build something truly special. "BLACK AI combines project development capability, strategic partnerships, and access to the public capital markets in a way that positions us to pursue a genuinely long-term vision. "AI infrastructure is one of the defining investment themes of our generation, and we believe BLACK AI has the opportunity to become a significant international platform over the decade ahead." Jose Mora, CEO of BlackBerry AIF, adds, "This partnership is built on a shared vision, complementary expertise, and a common ambition to build something exceptional. "By bringing together our development capability with EdgeMode's public-market platform, we believe BLACK AI will be well positioned to develop large-scale AI infrastructure across multiple international markets. "We believe speed, execution, and long-term thinking will define the winners in this industry and, together, we are creating a platform designed to achieve exactly that." For more from EdgeMode, click here.

Lightpath expands managed bandwidth into Atlanta

Lightpath, a New York-based fibre network and connectivity provider, has entered the Greater Atlanta market, offering managed bandwidth services over its fibre network to data centre and enterprise customers. The company operates 12,100 route miles (19,473 kilometres) of fibre networks across 10 US metropolitan markets and is now providing Wavelength and IP Transit services in Atlanta at speeds from 10Gbps to 800Gbps per wavelength. Aggregate system capacity can scale into multi-terabit configurations, supporting applications including AI workloads, cloud interconnection, and large-scale data transfers. Atlanta has become a growing data centre market, with enterprises and hyperscalers requiring high-capacity optical transport for connectivity between data centres, cloud platforms, and other infrastructure. Lightpath operates a long-haul network hub in Atlanta connected to New York, Philadelphia, Ashburn, Chicago, Dallas, and Miami. Its Atlanta network provides connectivity to 30 data centre campuses using underground fibre infrastructure. Atlanta connects to Lightpath's national network Chris Morley, CEO of Lightpath, says, “Atlanta is one of the fastest-growing data centre markets in the country, and demand for high-capacity managed bandwidth continues to accelerate. “Entering this market connects this growing ecosystem to our national backbone, giving customers a direct path to the intensive capacity that AI and cloud workloads require.” Tim Haverkate, Chief Commercial Officer at Lightpath, adds, “Our customers need optical transport that scales with their workloads. By pairing our long-haul backbone with high-capacity managed Wavelength and IP Transit services, we give Atlanta-area customers a single, trusted path to the bandwidth their businesses demand.” For more from Lightpath, click here.