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News and analysis

What changed

Every dated, sourced change in our records: project stage changes and delays, policy milestones, ownership changes and our analysis of supplier news. Newest first.

Oct 2026

  1. Market 18 Oct 2026 Microsoft reportedly walks away from Nscale's Loughton AI site as grid dates slip: Reuters and the Guardian, citing the Telegraph, reported on 18 October 2026 that Microsoft ended its agreement for Nscale's planned AI data centre at Loughton, Essex. A month earlier the Guardian reported UK Power Networks might not supply enough power until the early to mid 2030s, against a 2027 target. Nscale says it is pursuing alternative power. theguardian.com (opens in a new tab)theguardian.com (opens in a new tab)channelnewsasia.com (opens in a new tab) Related: Microsoft, Great Britain: Ofgem data centre connection reforms (Demand Connections Reform, Curate consultation), United Kingdom.
  2. Analysis 16 Oct 2026 Clivet unveils magnetic-bearing centrifugal compressor and liquid cooling architecture for AI data centres: Clivet, a Midea Group brand, used OCP Global Summit 2026 to present a dual-shaft magnetic-bearing centrifugal compressor together with a liquid cooling architecture aimed at AI data centres. The company's own release claims up to 40% lower compressor power at the same cooling capacity. That figure is a manufacturer claim and the release does not state the rating conditions behind it. en.prnasia.com (opens in a new tab)
  3. Analysis 16 Oct 2026 Cooler Master unveils 2,500 kW liquid-to-liquid in-row CDU: Cooler Master showed a liquid-to-liquid in-row coolant distribution unit rated at 2,500 kW at OCP Global Summit 2026. The reported specification includes a 990 GPM flow rating and networking of up to 32 CDUs, with mass production targeted for Q4 2026. datacentremagazine.com (opens in a new tab)
  4. Analysis 15 Oct 2026 Venture Global signs framework with GE Vernova and Baker Hughes for up to 16 power islands: Venture Global signed a framework with GE Vernova and Baker Hughes covering up to 16 power islands. According to Baker Hughes, the scope includes gas and steam turbines, E-house and controls for LNG operations and potential adjacent data centres. Deliveries are scheduled between 2028 and 2034, with a first order expected by the end of 2026. investors.bakerhughes.com (opens in a new tab)
  5. Analysis 14 Oct 2026 DCX builds coolant chemistry control into its 8 MW facility distribution unit: DCX says it has built coolant chemistry control into its 8 MW facility distribution unit (FDU) family, using inline sensors and automatic dosing for coolant treatment. dcx.eu (opens in a new tab)
  6. Analysis 14 Oct 2026 Flex completes acquisition of EPC Power: Flex completed its acquisition of EPC Power. EPC Power now sits in Flex's Cloud and Power Infrastructure segment and brings grid-forming and 800V data centre power conversion technology. investors.flex.com (opens in a new tab)
  7. Analysis 14 Oct 2026 LS Electric wins $138.5m order to supply switchgear for Bloom Energy fuel cells at a Pennsylvania data centre: LS Electric won an order reported at $138.5m to supply switchgear for Bloom Energy fuel cells at a data centre in Pennsylvania. The scope covers 38kV switchgear and distribution transformers, with deliveries expected between April and July 2027. datacenterdynamics.com (opens in a new tab)
  8. Market 14 Oct 2026 Malaysia's task force has approved 27 data centre projects worth RM226bn: The Digital Ministry said 27 projects worth RM225.97 billion were approved under the Data Centre Task Force to July 2026, mostly in Johor and Selangor, with a 30% local content requirement. Johor separately reports 5,628 MW of approved capacity against about 920 MW actually drawn by operating sites. thestar.com.my (opens in a new tab)mediadigitaljohor.gov.my (opens in a new tab) Related: Malaysia.
  9. Analysis 14 Oct 2026 Nidec unveils NIR3.0 prototype: 3.2 MW, 800 VDC-compatible in-row CDU: Nidec presented the NIR3.0, a prototype in-row CDU rated at 3.2 MW and described as compatible with 800 VDC power. It was shown at OCP Global Summit 2026 and Nidec targets mass production in the first half of 2027. nidec.com (opens in a new tab)
  10. Analysis 13 Oct 2026 Endure Critical Solutions acquires Precise Power's UPS services division: Endure Critical Solutions acquired the UPS services division of Precise Power. The deal expands its vendor-neutral UPS and battery service coverage in the US Southeast for data centres and other critical facilities. prnewswire.com (opens in a new tab)
  11. Analysis 13 Oct 2026 Schneider Electric launches Motivair WCDU combining liquid and air cooling: Schneider Electric launched the Motivair WCDU, a coolant distribution unit designed to work with fan walls in halls that combine liquid and air cooling for AI workloads. clubitc.eu (opens in a new tab)
  12. Analysis 12 Oct 2026 Trane launches LiquidStack CDU 2.X for AI data centres: Trane launched the LiquidStack CDU 2.X for AI data centres. The reported capacity is up to 2.5 MW, pre-orders are open and shipments are expected from Q2 2027. datacenter.news (opens in a new tab)
  13. Supplier 1 Oct 2026 Modine: Spin-off and combination of the Performance Technologies business with Gentherm investors.modine.com (opens in a new tab)
  14. Analysis 1 Oct 2026 nVent completes $1.75bn acquisition of Maverick Power: nVent completed its acquisition of Maverick Power, reported at $1.75bn. The deal adds an engineered power distribution platform for data centres to nVent's portfolio. investors.nvent.com (opens in a new tab)

Sept 2026

  1. Market 28 Sept 2026 Google wins appeal for Grange Castle extension in Dublin: An Coimisiún Pleanála granted permission for a 72,400 sq m extension at Google's Grange Castle campus after the council refused it in 2024, with conditions on PPAs and renewable backup fuel. irishtimes.com (opens in a new tab) Related: Google, Ireland.
  2. Policy 24 Sept 2026 Germany EnEfG amendment bill 2026 (Gesetz zur Beschleunigung der Umsetzung der Energieeffizienzrichtlinie): Bundestag first reading, referred to Committee for Economic Affairs and Energy dserver.bundestag.de (opens in a new tab)
  3. Project 24 Sept 2026 Nscale Loughton AI data centre (Essex): Reported grid delay: power not expected until early to mid 2030s theguardian.com (opens in a new tab)
  4. Market 21 Sept 2026 EU proposes data centre rating scheme and opens minimum standards consultation to 14 December: On 21 September 2026 the Commission adopted a delegated act for a common sustainability rating of data centres above 500 kW and opened a call for evidence on minimum performance standards, closing 14 December 2026. ec.europa.eu (opens in a new tab)energy.ec.europa.eu (opens in a new tab)ec.europa.eu (opens in a new tab) Related: EU common rating scheme for data centres (Commission delegated act of 21 September 2026), EU data centre energy-performance reporting (EED Article 12 and Delegated Regulation 2024/1364), Ireland, Germany.
  5. Market 11 Sept 2026 UAE reportedly reworks 5 GW AI campus into distributed sites: Reuters reported, citing anonymous sources, that the UAE is revising its single-site Abu Dhabi AI campus after the Iran conflict, toward a network of protected and partly underground sites. Stargate UAE's first 200 MW was still described as due in 2026. internazionale.it (opens in a new tab)wam.ae (opens in a new tab) Related: Stargate UAE AI infrastructure cluster (1 GW), Stargate UAE first 200 MW, Khazna Data Centers.
  6. Supplier 10 Sept 2026 Modine: Proposed name change to Modexus Solutions (proposed, not effective) investors.modine.com (opens in a new tab)
  7. Analysis 3 Sept 2026 Flex to acquire EPC Power for $4.4bn: Flex announced an agreement to acquire EPC Power for a reported $4.4bn. EPC Power makes power conversion equipment for 800V data centre architectures and grid applications. Completion was later announced in October 2026. investors.flex.com (opens in a new tab)
  8. Analysis 2 Sept 2026 Vertiv agrees to acquire UtilityInnovation Group (~$1.45bn): Vertiv agreed to acquire UtilityInnovation Group for about $1.45bn. UtilityInnovation Group works on microgrid controls, on-site generation and storage orchestration for AI data centres. vertiv.com (opens in a new tab)
  9. Market 1 Sept 2026 Azure and AWS set Saudi region launches for late 2026: Microsoft says Saudi Arabia East will be available in November 2026 with three availability zones. Reuters reported AWS is on track to open its Saudi region in December 2026. tradingview.com (opens in a new tab)news.microsoft.com (opens in a new tab) Related: Saudi Arabia, Microsoft.

Aug 2026

  1. Project 31 Aug 2026 DataVolt Oxagon AI data centre campus (NEOM): Construction started on first phase data-volt.com (opens in a new tab) Related: DataVolt Oxagon phase 1 (360 MW, incl. 100 MW with HUMAIN).
  2. Market 21 Aug 2026 Singapore hands out 200 MW on Jurong Island with liquid cooling and green energy strings attached: EDB and IMDA provisionally allocated 50 MW each to Digital Realty, Equinix, Keppel Data Centres and STT GDC under the second Data Centre Call for Application. Winners committed to at least 50% green energy pathways, liquid cooling, Green Mark Platinum and efficient IT. assets.app.optical.gov.sg (opens in a new tab)edb.gov.sg (opens in a new tab) Related: Digital Realty, Equinix, Singapore second Data Centre Call for Application (DC-CFA2) and provisional allocation, Equinix DC-CFA2 data centre (Jurong Island, Singapore), Keppel Data Centres DC-CFA2 data centre (Jurong Island, Singapore), ST Telemedia Global Data Centres DC-CFA2 data centre (Jurong Island, Singapore), Singapore.
  3. Project 20 Aug 2026 Google Elmina data centre (Selangor): Operations expected within about nine months mediaselangor.com (opens in a new tab)

Jul 2026

  1. Policy 29 Jul 2026 Great Britain: Ofgem data centre connection reforms (Demand Connections Reform, Curate consultation): Ofgem Curate consultation opens ofgem.gov.uk (opens in a new tab)
  2. Project 24 Jul 2026 Vantage DUB11 Profile Park campus (Clondalkin, Dublin): Filings show €151.7m impairment for delayed delivery irishtimes.com (opens in a new tab) Related: Vantage Data Centers.
  3. Market 13 Jul 2026 Meta lifts Richland Parish plan to 5 GW of compute capacity: Meta said its Louisiana site, home of the Hyperion cluster, will grow to 5 GW of compute capacity with more than $50 billion invested, naming DPR, Turner and Mortenson as general contractors. datacenters.atmeta.com (opens in a new tab) Related: Meta Platforms, United States.
  4. Policy 10 Jul 2026 Germany EnEfG amendment bill 2026 (Gesetz zur Beschleunigung der Umsetzung der Energieeffizienzrichtlinie): Bundesrat opinion (Drucksache 388/26) dserver.bundestag.de (opens in a new tab)
  5. Policy 1 Jul 2026 Germany Energy Efficiency Act (EnEfG) section 11: requirements for data centres: New-build cut-off: sites starting operation from this date fall under new-site PUE 1.2 and 10% reused energy gesetze-im-internet.de (opens in a new tab)

Jun 2026

  1. Policy 24 Jun 2026 Germany EnEfG amendment bill 2026 (Gesetz zur Beschleunigung der Umsetzung der Energieeffizienzrichtlinie): Cabinet decision dserver.bundestag.de (opens in a new tab)
  2. Market 23 Jun 2026 Microsoft's first Fairwater facility in Wisconsin is fully operational: Microsoft said the first Mount Pleasant facility was fully operational on 23 June 2026, with a second facility due in 2028. The site uses closed-loop liquid cooling for over 90% of capacity. news.microsoft.com (opens in a new tab)blogs.microsoft.com (opens in a new tab) Related: Microsoft, Microsoft second Mount Pleasant facility (Wisconsin), Microsoft Mount Pleasant campus (Fairwater, Wisconsin), United States.

May 2026

  1. Market 20 May 2026 Ireland's new data centre grid connection processes take effect: EirGrid and ESB Networks published connection processes implementing the CRU's 2025 large energy user policy, effective 20 May 2026. Applicants need on-site or nearby dispatchable generation or storage matching their demand. cruie-live-96ca64acab2247eca8a850a7e54b-5b34f62.divio-media.com (opens in a new tab)cms.eirgrid.ie (opens in a new tab)cru.ie (opens in a new tab) Related: Ireland: EirGrid DCCOPP v3 and ESB Networks LEU application process (implementing CRU/2025236), Ireland.

Apr 2026

  1. Policy 23 Apr 2026 EU common rating scheme for data centres (Commission delegated act of 21 September 2026): Call for feedback on draft rules closed (opened 26 March 2026) energy.ec.europa.eu (opens in a new tab)

Mar 2026

  1. Policy 31 Mar 2026 Ireland CRU Large Energy Users connection policy for data centres (CRU/2025236): Deadline set by CRU for system operators to publish engagement and connection process and initial locational capacity proposals cruie-live-96ca64acab2247eca8a850a7e54b-5b34f62.divio-media.com (opens in a new tab)
  2. Project 20 Mar 2026 Equinix DB7x (Blanchardstown, Dublin): Construction started newsroom.equinix.com (opens in a new tab) Related: Equinix.
  3. Market 18 Mar 2026 Germany adopts federal data centre strategy aiming to double capacity by 2030: The federal cabinet adopted the Rechenzentrumsstrategie in March 2026, targeting at least double data centre capacity and four times HPC/AI capacity by 2030, alongside the pending EnEfG amendment. bmftr.bund.de (opens in a new tab)bundesregierung.de (opens in a new tab) Related: Germany EnEfG amendment bill 2026 (Gesetz zur Beschleunigung der Umsetzung der Energieeffizienzrichtlinie), Germany Energy Efficiency Act (EnEfG) section 11: requirements for data centres, Germany.
  4. Project 12 Mar 2026 Microsoft Rhenish mining area data centre cluster (Bergheim, Bedburg, Elsdorf): Groundbreaking in Bergheim, permits for Bergheim and Bedburg news.microsoft.com (opens in a new tab) Related: Microsoft.
  5. Policy 11 Mar 2026 Great Britain: Ofgem data centre connection reforms (Demand Connections Reform, Curate consultation): Government announces demand connections reform ofgem.gov.uk (opens in a new tab)

Jan 2026

  1. Operator 15 Jan 2026 Amazon Web Services (AWS): AWS European Sovereign Cloud generally available in Brandenburg, more than €7.8bn planned investment in Germany through 2040 press.aboutamazon.com (opens in a new tab)
  2. Policy 7 Jan 2026 England: data centres added to the Planning Act 2008 business or commercial projects regime (SI 2026/13): Made legislation.gov.uk (opens in a new tab)

Dec 2025

  1. Policy 12 Dec 2025 Ireland CRU Large Energy Users connection policy for data centres (CRU/2025236): Announced or published cruie-live-96ca64acab2247eca8a850a7e54b-5b34f62.divio-media.com (opens in a new tab)
  2. Policy 5 Dec 2025 Singapore second Data Centre Call for Application (DC-CFA2) and provisional allocation: Registration of interest closed assets.app.optical.gov.sg (opens in a new tab)
  3. Project 2 Dec 2025 QTS Cambois data centre campus (Blyth, Northumberland): Phase 1 reserved matters (two data halls) approved bbc.co.uk (opens in a new tab) Related: QTS Cambois campus phase 1 (two data halls).
  4. Policy 1 Dec 2025 Singapore second Data Centre Call for Application (DC-CFA2) and provisional allocation: DC-CFA2 launched assets.app.optical.gov.sg (opens in a new tab)

Nov 2025

  1. Project 11 Nov 2025 Google Dietzenbach data centre (Hesse): Announced with heat recovery partnership googlecloudpresscorner.com (opens in a new tab) Related: Google.

Oct 2025

  1. Project 16 Oct 2025 Stargate UAE AI infrastructure cluster (1 GW): Construction progress update by G42 wam.ae (opens in a new tab) Related: Khazna Data Centers, Oracle, Stargate UAE first 200 MW.

Sept 2025

  1. Operator 18 Sept 2025 Microsoft: Fairwater AI datacenter design details published (closed-loop liquid cooling) blogs.microsoft.com (opens in a new tab)
  2. Operator 16 Sept 2025 CoreWeave: £1.5bn next UK phase announced coreweave.com (opens in a new tab)
  3. Project 16 Sept 2025 Google Waltham Cross data centre (Hertfordshire): Data centre opened googlecloudpresscorner.com (opens in a new tab) Related: Google.

May 2025

  1. Policy 15 May 2025 EU data centre energy-performance reporting (EED Article 12 and Delegated Regulation 2024/1364): Second submission, then every 15 May eur-lex.europa.eu (opens in a new tab)

Mar 2025

  1. Project 18 Mar 2025 Abilene AI campus at Lancium Clean Campus (Stargate Abilene, Texas): Phase two construction started (six buildings) crusoe.ai (opens in a new tab) Related: Abilene AI campus phase 1 (two buildings).

Feb 2025

  1. Project 12 Feb 2025 AirTrunk JHB2 (Iskandar Puteri, Johor): Announced by AirTrunk airtrunk.com (opens in a new tab)

Jan 2025

  1. Operator 13 Jan 2025 CoreWeave: Crawley and London Docklands sites operational coreweave.com (opens in a new tab)

Sept 2024

  1. Supplier 17 Sept 2024 Rehlko (formerly Kohler Energy): Kohler Energy renamed Rehlko rehlko.com (opens in a new tab)
  2. Policy 15 Sept 2024 EU data centre energy-performance reporting (EED Article 12 and Delegated Regulation 2024/1364): First submission deadline under Delegated Regulation 2024/1364 Article 3 eur-lex.europa.eu (opens in a new tab)

May 2024

  1. Operator 30 May 2024 Google: US$2bn Malaysia investment incl. first data centre and cloud region googlecloudpresscorner.com (opens in a new tab)
  2. Policy 30 May 2024 Singapore Green Data Centre Roadmap: Announced or published imda.gov.sg (opens in a new tab)

Jan 2024

  1. Policy 1 Jan 2024 Germany Energy Efficiency Act (EnEfG) section 11: requirements for data centres: 50% renewable electricity (balance-sheet) requirement applies gesetze-im-internet.de (opens in a new tab)
  2. Policy 1 Jan 2024 Saudi Arabia CST Data Center Services Regulations and data centre registration: Announced or published cst.gov.sa (opens in a new tab)

Sept 2023

  1. Policy 13 Sept 2023 EU data centre energy-performance reporting (EED Article 12 and Delegated Regulation 2024/1364): Announced or published eur-lex.europa.eu (opens in a new tab)

Built 18 Oct 2026. Only changes with a date and a public source appear here.