30 Oct 2026EMEA saw 2.8 GW of new data centre plans in a week, 3% with grid power by 2029. Israel’s cap is nextDevelopers proposed 2,795 MW of UK and Spanish data centre campuses in a week; just 90 MW has grid access before 2030. Israel's 200 MW cap consultation is next.Read the update 29 Oct 2026AI power gear costs more: Vertiv orders doubled, GE Vernova’s backlog hit US$197bn. Amazon reports 29 OctVertiv's orders more than doubled and GE Vernova's backlog hit US$197bn on 28 October. Building cost per MW is up 21%; Amazon reports on 29 October.Read the update 29 Oct 2026Europe now costs US$12.76 a watt to build data centres, 29% above the Gulf. EU rules close 14 DecemberEurope is the world's dearest region to build data centres at US$12.76 a watt, up 13% in a year; the Gulf is US$9.93. The EU's efficiency consultation closes 14 December.Read the update 29 Oct 2026Banks lent A$4.25bn for one Sydney campus, US$7.5m per MW. Rate calls on 30 Oct and 3 Nov set its costAirTrunk and STTGDC signed green loans on 27 October worth about US$7.5m-8.3m of debt per MW. The Bank of Japan decides on 30 October and Australia's RBA on 3 November.Read the update 26 Oct 2026Data centres want 15 GW of the Dutch grid, 26 times what they use. A national plan is due this autumnData centres hold about 15 GW of Dutch grid connection requests, almost a third of the waiting lists, and new applicants wait about ten years. A national data centre plan…Read the update 26 Oct 2026Thailand froze 166 data centre projects. Its 80% water reuse rule goes to the board on 27 NovemberThailand has paused 49 data centre builds and frozen 117 approvals while it writes new rules. A draft 80% water reuse rule goes to its data centre board on 27 November.Read the update 22 Oct 2026Venture Global’s 11.5 GW gas deal prices onsite power near US$1,500 per kW. GE Vernova reports on 28 OctoberVenture Global signed for up to 11.52 GW of gas power islands for data centers, about US$1,490 per kW of equipment. GE Vernova reports on 28 October.Read the update 22 Oct 2026NVIDIA’s 45°C cooling saves 9,800 m³ of water per MW a year. The EU’s 14 December consultation is nextNVIDIA says 45°C liquid cooling on dry coolers saves about 9,800 m³ of water per MW a year, a G-to-A swing on the EU label. EU consultation on minimum standards closes 14…Read the update 22 Oct 2026AI memory prices are set to double in 2027, adding about US$3m per MW. SK hynix reports on 28 OctoberA 36 GB HBM4 stack is expected to cost about US$1,300 in 2027, up from about US$600. That adds US$3.1-3.4m per MW of Vera Rubin racks; SK hynix reports on 28 October.Read the update 21 Oct 2026CBRE will pay up to £760m for Onnec, 15 times 2027 earnings. Its 22 October results are nextCBRE agreed on 20 October to buy London's Onnec for £460m upfront plus up to £300m on growth. CBRE reports third-quarter results on 22 October.Read the update 21 Oct 2026AirTrunk’s US$2bn Johor sale and NEXTDC’s 44% fall reprice Asia data centres. 20 November is nextAirTrunk shelved a US$1.5bn REIT IPO and is selling Johor at about US$2bn; NEXTDC cut FY27 EBITDA guidance by A$140m over power. Its 20 November review is next.Read the update 20 Oct 2026Google and Microsoft will pay for 4.8 GW of new US utility supply. NiSource’s 28 October update is nextIn two weeks Google and Microsoft signed utility contracts for about 4.8 GW of new supply, with US$3.85bn of promised customer savings. NiSource reports on 28 October.Read the update 20 Oct 2026Finland drew €23 billion of data centre pledges after ending its tax break. Its grid queue law is nextGoogle and Sesterce have pledged over €23 billion for Finnish data centres since September despite a 45-fold tax rise. A grid priority law is due on 1 January 2027.Read the update 20 Oct 2026Regional Australia now has 3.1 GW of proposed AI campuses. IREN’s Wagga Wagga filing this month is nextThree regional AI campuses in NSW and South Australia propose 3.1 GW, 4.4 times what Australia's data centres draw today. IREN's Wagga Wagga filing is due by end-October.Read the update 19 Oct 2026Data centres want 73 GW of Britain’s grid, 1.6 times peak demand. Germany’s November grid vote is nextBritain's grid queue holds about 73 GW of data centre demand, 1.6 times peak load, and Ofgem wants up to £712,500 per MW. Germany votes on new rules 9-13 November.Read the update 19 Oct 2026Malaysia will charge data centres for power they reserve. They draw 22% of 5.65 GW; 2027 tariffs are nextMalaysia says data centres must pay for unused reserved power and their own grid upgrades. They draw 1,256 MW of 5,650 MW connected; a 2027 tariff review is next.Read the update 18 Oct 2026Old US uranium sites now host 12.8 GW of planned AI campuses. FERC’s call on Ohio’s 10 GW study is nextThree former DOE nuclear sites carry 12.8 GW of planned AI data centers, led by SoftBank's 10 GW Ohio campus. FERC must act on PJM's study filing by about 12 December.Read the update 18 Oct 2026The EU’s €30 billion AI gigafactory tender wants 7 sites of up to 150 MW. Bids are due 12 NovemberThe EU's AI Gigafactories call seeks up to seven sites of 120-150 MW backed by €30bn+, but only €1bn of EU money is committed. Bids are due 12 November.Read the update 18 Oct 2026India drew $38 billion of data center pledges in six months. Hitting 2 GW by 31 December is the first testIndia drew about $38 billion of data center commitments in H1 2026, CBRE said, but Mumbai took 94% of new supply. The 2 GW mark by 31 December is the next test.Read the update 16 Oct 2026TSMC’s $46.7 billion quarter says AI chip demand still beats supply. Big Tech results from 21 October test the data center buildTSMC posted US$46.72 billion in Q3 revenue and says AI demand still exceeds supply. Meta reports on 21 October, then Alphabet, Microsoft and Amazon by 29 October.Read the update 15 Oct 2026Open AI racks now reach 250 kW and one fault dropped 3.9 GW. The 31 December NERC deadline sets the next billNVIDIA's open MGX 1.2 rack reaches 250 kW and 800 VDC cuts copper by up to 60%. A 3.9 GW PJM grid event drives ride-through rules due at FERC on 31 December.Read the update 14 Oct 2026AEP’s $4 billion Mainspring deal buys 1.6 GW of speed. The first 190 MW in 2027 is the testAEP agreed to buy up to 1.6 GW of Mainspring linear generators, a deal Bloomberg valued at up to $4 billion. The first 190 MW arrives in 2027.Read the update 13 Oct 2026Spain has granted 12 GW of data center grid access. A draft decree and the 29 November vote set the termsAragón expects €60bn+ of data center investment and Spain has granted 12 GW of grid access. A decree is due this autumn; Spain votes on 29 November.Read the update 12 Oct 2026PJM is 6.8 GW short and its backstop is stalled. The 29 October filing decides who paysFERC paused PJM's 6,831 MW backstop over cost allocation, and DOE wants data centers, not households, to pay. PJM plans to refile by 29 October.Read the update 7 Oct 2026Texas froze a 474 GW data center queue. The 12 October RFI is the next testTexas has paused data center grid connections and permits while ERCOT audits a 474 GW queue. Data centers of 25 MW+ must answer an ERCOT RFI by 12 October.Read the update 17 Aug 2026How AI workloads are reshaping data center power demand and infrastructure planningKey takeaways AI workloads are changing data center planning because they require more power per rack, stronger cooling and faster access to grid capacity. Data center el…Read the update 6 Jun 2026Why Cooling Efficiency is Becoming a Critical Sustainability Issue for Modern Data CentersKey takeaways Data center water consumption is now a local sustainability issue, not only a global technology issue. A facility’s impact depends on its cooling system, wa…Read the update 4 Nov 2025AI Is Straining The Grid: How Data Centers Will Power UpThe artificial intelligence revolution is consuming electricity at an unprecedented rate, and the infrastructure supporting it is approaching a breaking point. As ChatGPT…Read the update