Data Centre Build News & Insights

AI data centre capacity to surge from 2.3GW to 150GW

Structure Research, an independent research and consulting firm focused on the global internet infrastructure market, has announced the release of its new AI Infrastructure Report, finding that AI-focused data centre capacity is projected to jump from roughly 2.3 gigawatts (GW) today to 150GW by 2030, a 66-fold increase that will reshape where capital, power, and workloads concentrate globally. The AI Infrastructure Report provides a bottom-up view of who is funding, building, and consuming AI infrastructure worldwide, combining 14 company-level trackers with a 38-operator ‘neocloud’ and sovereign infrastructure rollup to map how capacity and capital will flow through 2030. Built from Structure Research's proprietary dataset, every forecast is constructed using a bottom-up methodology and validated through a conservation framework that reconciles infrastructure ownership with compute consumption, aiming to create a consistent view of where capacity, capital, and workloads ultimately concentrate. Jabez Tan, Head of Research at Structure Research, notes, "As AI infrastructure investment accelerates globally, there is increasing confusion around who is actually building capacity, who is financing it, and who ultimately consumes the compute being created. "This report was designed to cut through the noise and provide a single, reconciled view of the AI infrastructure ecosystem. By examining both the supply and demand sides of the market simultaneously, we can better understand where capital is flowing, where bottlenecks are emerging, and how the competitive landscape is evolving." Key findings from the report The AI Infrastructure Report provides a comprehensive view of the organisations funding, building, and consuming AI infrastructure and examines how the market will evolve through 2030. Key findings include: · Power availability is emerging as one of the primary constraints to continued AI infrastructure expansion. · The report distinguishes between organisations that own AI infrastructure and those that ultimately consume AI compute capacity, providing a reconciled view of supply and demand. · Infrastructure and commercial models vary significantly in their ability to convert capital into compute, with a 45x range across different approaches. · Microsoft, leading AI labs, neocloud providers, and sovereign AI initiatives are pursuing increasingly divergent infrastructure strategies that will shape future capacity demand. · The report evaluates the long-term outlook for neocloud providers, sovereign AI programs, and custom silicon as competition and market maturity continue to reshape the ecosystem. The AI Infrastructure Report is intended for hyperscalers, AI infrastructure providers, cloud platforms, data centre operators, investors, policymakers, and enterprise technology leaders seeking a deeper understanding of the forces shaping the future of AI infrastructure deployment.

VIRTUS expands Slough data centre campus

VIRTUS Data Centres, a UK data centre owner-operator and part of ST Telemedia Global Data Centres (STT GDC), has announced plans to expand its presence at the Slough Trading Estate with a new AI-ready data centre that will provide 32.5MW of IT capacity, increasing the company's UK data centre estate to more than 300MW of operational and committed capacity. The new facility, known as LONDON19, is intended to provide additional capacity to meet growing demand for AI, cloud, and digital infrastructure. The data centre will incorporate advanced cooling systems, sustainable construction materials, and provision for the future export of waste heat for use within the local community. New facility planned for Slough campus Planning permission for LONDON19 has already been secured through the Slough Trading Estate Simplified Planning Zone. SEGRO will develop the powered shell, with construction expected to begin following design approval. The development will include a roof-level plant deck and is expected to achieve a BREEAM 'Excellent' rating. Once completed, LONDON19 will become the latest addition to VIRTUS's UK portfolio, bringing the company's operational and committed capacity to more than 300MW. Adam Eaton, CEO of VIRTUS Data Centres, says, "We are delighted to expand our Slough campus with the addition of LONDON19, further strengthening our ability to support customers seeking scalable, resilient, and sustainable data centre capacity in London's western corridor. "This development builds on our long-standing relationship with SEGRO and enables us to deliver critical power and IT capacity aligned with customer demand. "By embedding sustainability considerations from the outset, including provision for future waste heat utilisation, LONDON19 reflects our focus on delivering flexible, future-ready infrastructure that supports the UK's digital economy while minimising environmental impact." Andrew Pilsworth, Managing Director of Data Centres and Strategic Partnerships at SEGRO, adds, "VIRTUS is one of Europe's leading data centre operators and we are pleased to be extending our long-standing relationship through the delivery of this new facility at the Slough Trading Estate. "The Trading Estate has been at the centre of the UK's data centre market for more than 20 years, and the scale of infrastructure, power availability, and planning certainty we have established there, alongside a strong focus on sustainability and positive engagement with the local community, continues to support customers like VIRTUS as they expand in a highly constrained environment." VIRTUS says it will continue its engagement with the local community as development progresses at the Slough Trading Estate. For more from VIRTUS, click here.

EdgeMode signs MOU for 300MW Toledo data centre

EdgeMode, a digital infrastructure company specialising in developing high-performance computing (HPC) data centres, has signed a memorandum of understanding (MOU) with the City Council of Mora to support the development of the planned 300MW DC Malpica data centre campus in Toledo, Spain. The agreement establishes a framework for cooperation between the two during the development of the site, which is intended to support artificial intelligence (AI), HPC, and cloud workloads. The MOU was signed by Mora Mayor Emilio Bravo Peña and EdgeMode CEO Charlie Faulkner during a ceremony at the municipality's plenary hall. EdgeMode says DC Malpica forms part of its eight-site portfolio in Spain, representing more than 4.35GW of planned capacity. The site is also located near Madrid, a major European hub for AI and digital infrastructure. In addition to this, earlier this year, the company announced plans to deploy solid oxide fuel cell microgrid technology to supply power to the campus. Agreement sets out development priorities Under the agreement, the City Council of Mora will provide institutional support for the project, coordinate with administrative departments, and support efforts to secure Project of Strategic Interest status for the development. EdgeMode says it will work to integrate the campus into the local economy, with priorities including employment, collaboration with regional businesses, and skills development initiatives. According to the company, the project could create up to 5,000 jobs during the construction phase. The planned campus will also incorporate energy-efficient and low-emission technologies as part of its sustainability strategy. Emilio Bravo Peña comments, "With this data centre project, we will be a leading town not just in Spain, but in Europe. Furthermore, I am sure that the magnet effect will work, and companies from other sectors - some of which are necessary for this project - will also come to Mora." Charlie Faulkner, CEO of EdgeMode, adds, "This agreement marks a critical milestone in the development of one of Europe's prime locations for data centre capacity and our collaboration with the City of Mora. "By establishing this institutional framework, we can navigate the development process efficiently while ensuring that DC Malpica delivers lasting economic value, high-quality employment, and technological advancement to the local community without compromising on environmental standards." The memorandum has an initial term of 24 months and outlines commitments to regulatory compliance, transparent communication, and cooperation throughout the development process.

1.5GW Utah data centre receives planning approval

Pronghorn Development, a Utah-headquartered infrastructure firm, has secured a conditional use permit (CUP) to develop the 1.5GW Antelope Data Campus in Iron County, Utah. The approval allows the infrastructure developer to move forward with plans for the large-scale data centre campus, which the company says is intended to support future technology infrastructure requirements while contributing to local economic development. According to Pronghorn Development, the project has been shaped through consultation with residents, landowners, agricultural stakeholders, and community representatives over the past year. The company says feedback gathered during the engagement process has influenced elements of the project's operational plans and development approach. Project expected to deliver jobs and investment Pronghorn Development states that the multi-phase development is expected to generate significant economic activity within Iron County, including construction employment, permanent operational roles, and additional tax revenue. The company has worked in the region for two decades through the development of energy infrastructure projects and says its local experience has informed the planning of the Antelope Data Campus. Scott Cuthbertson, a spokesperson for Pronghorn Development, comments, "Securing this permit validates the trust we’ve built with our neighbors in Iron County. We are incredibly grateful for the open dialogue and collaborative spirit that has shaped the Antelope Data Campus. "Moving forward, we remain committed to listening to the community, acting as responsible environmental stewards, and driving economic prosperity here for decades to come." The company says the campus will incorporate water-efficient technologies and sustainable design measures intended to minimise environmental impact and align with local ecosystem preservation objectives. With the conditional use permit now secured, Pronghorn Development is expected to begin the next phase of the project and prepare the site for construction.

Global cities launch sustainable data centre pact

Cities from around the world have launched the Global Urban Data Centres Pact, a new initiative aimed at supporting sustainable data centre development in urban areas. Announced during London Climate Action Week, the pact brings together 38 cities across six continents, including London, Barcelona, Johannesburg, Miami, Melbourne, Phoenix, and Rio de Janeiro. The founding signatories represent a combined population of almost 90 million people. The agreement comes as demand for data centres continues to grow, driven in part by the expansion of artificial intelligence and digital services. City leaders say the pact is intended to help balance economic growth with concerns around energy use, water consumption, heat generation, and pressure on local infrastructure. The initiative sets out a framework for how cities, developers, investors, and operators can work together to support data centre growth whilst addressing environmental and community considerations. Cities seek sustainable approach to data centre growth Under the pact, signatories support data centres that are strategically integrated into cities, resource efficient, engaged with local communities, and capable of delivering wider economic benefits. The agreement also highlights examples of measures already being adopted in different regions, including heat reuse projects, water-conscious cooling systems, the use of renewable energy, and initiatives that direct investment towards local priorities. Kate Gallego, Mayor of Phoenix and Vice Chair of C40 Cities, says, "While data centres can power important advancements, rapid growth also brings important responsibilities. Residents expect local leaders to ensure development is planned carefully, infrastructure keeps pace, and surrounding communities share in the benefits." Nicholas Reece, Lord Mayor of Melbourne and Vice Chair of C40 Cities, adds, "Local communities should be involved in decisions that affect them, which means growth must be matched by responsible planning, sustainable resource use, and genuine community benefits." Sadiq Khan, Mayor of London and Co-Chair of C40 Cities, notes, "AI and digital infrastructure will play a major role in the future prosperity of cities around the world, but residents are right to expect growth to be managed responsibly." Additional support for the initiative has come from cities including Athens, Chicago, and Seattle, whose leaders highlighted the importance of managing the impacts of data centre development on energy systems, water resources, land use, and local communities. Framework developed ahead of continued sector growth According to the pact's organisers, global data centre capacity is expected to increase significantly over the coming decade, with much of that growth concentrated in urban areas. The agreement calls for greater collaboration between local authorities, national governments, and the private sector to ensure future data centre developments align with sustainability goals and community needs. Cristina Gamboa, CEO of the World Green Building Council, concludes, "Data centres are not just buildings; they are major, long-term consumers of critical urban resources, and the decisions being made today about these AI factories will shape local energy systems, water supplies, and communities for decades to come." Further city endorsements are expected ahead of COP31, as the initiative seeks to establish a shared approach to sustainable urban data centre development.

Supermicro reveals Arm-based AI infrastructure

Supermicro, a provider of application-optimised IT systems, has announced a new portfolio of rack-scale infrastructure platforms based on Arm AGI CPUs, targeting enterprise AI and agentic AI workloads. The company says the systems have been designed to address increasing demand for compute capacity while improving energy efficiency and rack density within existing data centre environments. The new platforms combine Arm's Neoverse CSS V3-based CPU architecture with Supermicro's Data Center Building Block Solutions (DCBBS) approach, which integrates servers, storage, networking, cooling, and rack infrastructure. Charles Liang, President and CEO of Supermicro, says, "Supermicro continues to lead the industry when it comes to deploying new and innovative rack-scale solutions that maximise performance and efficiency. "Our DCBBS technology stack delivers end-to-end data centre solutions of any size, which, combined with the new density and efficient, performance-optimised Arm AGI CPU microarchitecture, helps enterprises realise significant TCO savings on their agentic AI infrastructure investments." The launch includes air-cooled and liquid-cooled server platforms designed for AI inference, AI training, cloud computing, and high-density enterprise workloads. Among the systems announced are a dual-socket 2U server for compute-intensive applications, a 5U GPU server supporting up to eight double-width GPUs, a liquid-cooled multi-node platform for rack-scale deployments, and a single-socket edge-focused server design. Focus on rack density and energy efficiency According to Supermicro and Arm, the infrastructure has been developed to maximise performance per watt and increase compute density for AI environments. Arm says its AGI CPU architecture features up to 136 cores per processor and is designed to support large-scale AI orchestration workloads through increased memory bandwidth, expanded memory capacity, and scalable I/O capabilities. The companies state that deployments can exceed 6,000 CPU cores within a single air-cooled rack, while larger Open Compute Project-based configurations can support significantly higher densities. Mohamed Awad, Executive Vice President, Cloud AI Business Unit at Arm, says, "Agentic AI is driving a fundamental shift in infrastructure requirements, where efficiency, scalability, and orchestration performance are becoming just as critical as raw compute. "By combining Arm AGI CPUs with Supermicro's rack-scale system expertise, we're enabling infrastructure designed to deliver higher AI throughput, maximum compute density, and improved data centre economics at scale." Supermicro says the platforms are intended to help organisations deploy AI infrastructure while making more efficient use of available data centre space, power, and cooling resources. The announcement expands Supermicro's portfolio of AI-focused infrastructure as demand continues to grow for high-density computing environments capable of supporting increasingly complex AI workloads. For more from Supermicro, click here.

AFL: Why AI infrastructure planning is changing

In recent years, AI infrastructure discussions centred predominantly on training clusters. Industry attention focused on larger models, sizeable GPU estates, dense scale-out fabrics, and the synchronisation demands created by collective communication across thousands of accelerators. In 2026, however, deployment patterns point to inference as the dominant operational AI workload. This transition introduces infrastructure behaviours that extend beyond the assumptions of traditional training environments. While much of the industry conversation still focuses on accelerators and compute scale, less attention is given to the implications for network architecture, optical connectivity, and physical infrastructure design. In response, AFL, a manufacturer of fibre optic cables and connectivity equipment, has developed a whitepaper series to help address that gap. The first paper, Architecting AI at Scale: From Training Clusters to Inference-Driven Infrastructure, introduces six workload categories representing the evolving AI deployment landscape. These include synchronous training fabrics, throughput inference systems, disaggregated reasoning architectures, heterogeneous decode environments, context-centric infrastructure, and workflow orchestration platforms. The paper provides practical insight into evolving network behaviours, optical requirements, and multi-domain infrastructure planning. Future instalments will examine the engineering implications in greater depth. Click here to register to receive email notifications as soon as each paper in the series becomes available. For more from AFL, click here.

Experts urge sustainable requirements for new developments

Industry experts are calling on the UK Government to introduce stronger sustainability requirements for new data centre developments, following reports that the sector's future energy demand could exceed previous forecasts. The comments follow a report by The Times suggesting that growing demand from data centres could significantly increase national electricity consumption, driven in part by the rapid expansion of AI infrastructure. Concerns have also been raised over proposals for some large-scale developments to build dedicated gas-fired power generation to overcome grid capacity constraints. David Woon, Head of Net Zero Engineering and Operations at Ennovus Solutions, says, “The figures for the expected energy demand of data centres are staggering, but immediately pivoting to new gas power stations is incredibly disappointing. "The space and resources required to build a new gas power plant could almost certainly be used instead for significant renewable generation development - ideally utilising wind turbines to better match the consistent, 24/7 energy demand of these facilities. “While on-site renewables may not provide 100% of the baseline power required by these data centres, a forward-thinking country aiming for energy independence and climate mitigation should jump at the chance to integrate green generation directly into planning permissions. "We already mandate solar panels on new-build homes; why are we not implementing similar, strict sustainable development mandates for industrial-scale data centres? “Furthermore, as the Government considers mandating grid ‘flexibility’ from operators, we must look beyond standard battery technologies like lithium-ion. Long-standing, energy-hungry data centres need a technology that matches their requirements, like Vanadium Flow batteries. They are suited to large energy demand projects, provide up to double the lifespan of lithium-ion, experience no degradation, and avoid environmentally hazardous, scarce materials like cobalt and lithium. "If battery storage is on the table to support the National Grid, it is nonsensical not to bring on-site renewable generation into the exact same conversation.” Grid constraints remain a major challenge Lee Ackerman, Utilities General Manager at Connectus Utilities, adds that while infrastructure upgrades are possible, they are likely to require significant investment and lengthy delivery timescales. He says, “The reality is that, while resolving these infrastructure bottlenecks is physically possible, it carries massive cost and time implications. "The National Energy System Operator (NESO) and Ofgem have transitioned the grid from a ‘first come, first served’ model to a ‘first ready and needed, first connected’ approach. "While major structural upgrades, new on-shore power lines, and smart grid sensors are scheduled for rollout between 2026 and 2028, there is an immense amount of work to do before we see true grid relief by 2030. “Every utility connection faces identical hurdles: cable lengths, land access, and complex legal processes. It’s not just an electricity problem either; data centres require major water capacity for cooling. “Developers could and should be targeting the Environmental Discounts offered in Water Charging Statements, aiming for Tier 2 or Tier 3 water neutrality incentives through advanced rainwater harvesting and greywater recycling. "Some might argue that technology will naturally become more efficient over time, but history shows that as components shrink, developers simply pack more technology into the same footprint. The energy demand isn’t going to drop on its own; we must build [in] sustainability from day one.” The comments highlight growing debate around how future AI and data centre infrastructure should be powered, with industry figures calling for greater emphasis on renewable energy generation, long-duration energy storage, water efficiency, and sustainable design principles during the planning process.

Pure DC completes cross-border biomethane deal

Pure Data Centres Group (Pure DC), a designer, developer, and operator of hyperscale data centres, has completed what it describes as Europe's first large-scale cross-border biomethane purchase for a data centre, transferring 9GWh of certified biomethane from Germany to the Irish gas network. The transaction follows a proof-of-concept project announced in March 2026 and represents a significant increase in scale. According to Pure DC, the deal demonstrates that biomethane can be used to support the decarbonisation of gas-connected data centres through existing energy infrastructure and certification frameworks. The biomethane was produced in Germany during 2025 using waste and residue feedstocks. The fuel is certified under the International Sustainability and Carbon Certification (ISCC) scheme and complies with the requirements of the Renewable Energy Directive (RED) II and RED III. Pure DC says the biomethane has a carbon intensity of less than 12gCO₂/MJ, meeting thresholds required for zero-rated treatment under the EU Emissions Trading System, subject to approval of monitoring plans by the relevant authorities. The gas was mass balanced from the German network to Ireland through existing interconnectors, with renewable attributes tracked through the Gas Networks Ireland (GNI) Renewable Gas Registry. Biomethane forms part of wider net zero strategy Pure DC says renewable gas is intended to act as a transitional measure within its broader strategy to achieve net zero emissions by 2040. The company is continuing to pursue biomethane procurement from Irish, European, and UK sources while also developing longer-term initiatives including renewable energy integration, energy storage, and efficiency improvements. Ireland's National Biomethane Strategy targets production of up to 5.7TWh of domestic biomethane annually by 2030. While local production capacity continues to develop, imports can help meet demand through existing gas infrastructure and certification systems. Maria Jose Rivas Duarte, Director of Sustainability at Pure DC, says, "This milestone supports Ireland’s Climate Action Plan and aligns with the LEU policy, under which data centres must meet at least 80% of their annual energy demand with additional renewable electricity. "By demonstrating that cross-border biomethane can be procured, mass balanced, and registered at volume through existing infrastructure, we are helping to pave the way for broader data centre sector adoption as well as other industries seeking a credible route to decarbonise natural gas." Pure DC says the transaction forms part of a strategy to develop a diversified biomethane portfolio spanning multiple geographies, feedstocks, and supply arrangements. Agnes Warner, Property Director at Pure DC, says, "Our biomethane procurement strategy is designed to build a balanced portfolio that provides long-term security and credibility. "For our customers, this means a demonstrable, auditable pathway to lower embedded emissions, making our platform more attractive to hyperscalers and enterprise customers while supporting their sustainability commitments." For more from Pure DC, click here.

Green Horizon secures approval for Norway data centre

Green Horizon, a Norwegian developer of hydropower-backed, AI-ready data centres, has received planning approval for Norway 1, a 36MW data centre development near Stavanger that is scheduled to enter service in the second half of 2027. The approval follows the earlier granting of zoning permission for the site and allows the Norwegian developer to progress to final design and construction. The company is currently working with consultants and contractors ahead of a planned construction start later this year. Located on Norway's southwest coast, Norway 1 is being developed as a carrier-neutral and cloud-neutral facility designed to provide connectivity to the UK, mainland Europe, and onward routes to North America. The facility will be built to Tier III standards and is designed to support high-density AI, GPU, and high-performance computing (HPC) workloads. Green Horizon says the site will include two 'Meet-Me Rooms', diverse connectivity options, and access to multiple network providers. Norway 1 forms the first phase of the company's wider data centre platform in the Stavanger region, where 96MW of power capacity has been secured across three planned developments. The company says the facility will be powered by renewable hydropower and is targeting a power usage effectiveness (PUE) rating of 1.1 at full load. Heat reuse strategy integrated into design A key element of the project is its heat reuse strategy. Green Horizon plans to supply excess heat generated by the data centre to both a new greenhouse that will be integrated into the facility's design and an existing commercial greenhouse located adjacent to the site. According to the company, the new greenhouse will be constructed directly above the data centre, enabling waste heat to be reused as part of a wider symbiosis partnership with Norway's largest greenhouse operator. The concept has been technically validated and approved by the local municipality. Operations at the site will be supported by CBRE, which will provide operational services and monitoring. Richard Rettedal, CEO of Green Horizon, comments, "Securing planning approval for Norway 1 marks a major milestone for Green Horizon and for our ambition to build Norway’s AI data centre platform. "Customers deploying AI and high-performance compute need dependable capacity, resilience, and a clear route to scale. Norway 1 is designed to deliver high-density infrastructure powered by renewable hydropower, with heat reuse enabled by design, supporting both lower-cost operation and a lower operational footprint. "We’re proud that this project will contribute to the local community and bring new, renewable powered capacity to the market." The €300 million (£259 million) development is expected to create around 400 construction jobs during the build phase and contribute additional renewable-powered data centre capacity to Norway's digital infrastructure. Construction is expected to begin later in 2026, with the facility targeted to become operational in the second half of 2027.