Weekly Data Centre News - 20/03/2026
Weekly Update! All eyes were on NVIDIA GTC this week, and it didn’t disappoint. The message was clear: AI infrastructure demand is accelerating at a staggering pace, with NVIDIA pointing to a potential $1 trillion opportunity in AI systems over the next few years. The focus has shifted beyond training to inference, agentic AI, and full-scale “AI factories,” with new platforms, chips, and partnerships designed to power the next phase of deployment. In short, the build-out we’ve been talking about isn’t slowing, it’s expanding.
On a personal note, the newsletter hit a new milestone this week, over 46,000+ subscribers on LinkedIn and 5,300+ on Substack. Thank you all for being part of this growing community, clearly there are a lot of eyes on this industry right now.
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Events
Platform Frontier Markets (CEE) 2026 - Vienna 30 April. Use code DCC10 for 10% discount. Register here.
Reports
Data Center Capex Surges 57 Percent in 2025 as AI Deployments Accelerate, According to Dell’Oro Group. Read here.
RLB: Data Centre Trends Report 2026. Read here.
Microsoft: Putting communities first: Our decision to end NDAs with local governments. Read here.
NVIDIA GTC
NVIDIA GTC 2026: Live Updates on What’s Next in AI. Read here.
Keynote: Watch here.
Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through ’27. Read here.
Europe
Xynteo spin-off ‘PoweringAI’ launches to revolutionise European AI infrastructure through industrial transformation. Read here.
Nebius signs new AI infrastructure agreement with Meta; deal to accelerate growth of Nebius’s core business in AI cloud. Read here.
Nebius Group announces pricing of upsized private offering of $4.0 billion of convertible senior notes. Read here.
Nscale to Deploy NVIDIA Vera Rubin Platform in 2027, Bringing 100,000+ GPUs to Europe. Read here.
SEGRO Pure Premier Park Data Centre Limited receives planning committee approval. Read here.
Green light for two data centres at £900m Stevenage life sciences hub. Read here.
Tritax Big Box delays data centre completion as awaits green light. Read here.
Japanese Company Buys £250M London Office And Data Centre Scheme. Read here.
Microsoft is building a new datacenter in Køge (Denmark). Read here.
Gigawatt-scale data center planned for Choczewo, Poland. Read here.
Equinix begins work on new €87m data centre in Dublin. Read here.
Sunly plans to build Baltic region’s largest data center in Estonia. Read here.
Fossefall eyes data center in Rollag, Norway - report. Read here.
Norway’s Østfold Energi targets data center developments south of Oslo. Read here.
T1 Energy Secures 50MW Grid Allocation for Nordic Data Center Asset. Read here.
360MW data center campus planned on Germany’s eastern border. Read here.
40MW data center planned for industrial park near Butzbach, Germany. Read here.
Ark DC enters Spain to build 45MW data center in Barcelona. Read here.
Former paper mill site in Finland targeted for data center use - report. Read here.
Hit the north! UK datacentre focus shifts to M62 and points north. Read here.
Edinburgh Council approves temporary ban on AI data centres. Read here.
UK to Fast‑Track Data Centre Connections as Grid Queue Soars 460%. Read here.
Schneider Electric expands NVIDIA partnership with Vera Rubin reference designs. Read here.
Foresight Raises $25M Series A to Close the Execution Gap in the Global Infrastructure Supercycle. Read here.
Lunar Digital and Asanti Data Centres Form Joint Venture to Expand AI and Edge Infrastructure Across the UK. Read here.
Middle East & Africa
Egypt’s minister discusses Sinai hydrogen project, hyperscale data center with Renergy alliance. Read here.
APAC
Shinsegae Group and Reflection AI to build 250MW sovereign AI data center in South Korea. Read here.
Digital Edge Secures Indonesia’s Largest Data Center Green Loan of US$665 Million to Advance AI-Ready Hyperscale Campus. Read here.
Bridge Data Centres Plans Major Investment With Global Partners To Strengthen Singapore’s Position As Asia Pacific’s Leading AI Hub. Read here.
GMI Cloud unveils $12 Billion, 1GW sovereign AI infrastructure initiative in Japan. Read here.
Edge data center firm Armada secures 11MW deployment with WinDC in Australia. Read here.
DayOne seeks to double loan to record US$ 7 billion: Bloomberg. Read here.
STT GDC India breaks ground for data center campus in Palava. Read here.
EdgeConneX breaks ground on Osaka data center. Read here.
North America
Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia. Read here.
Nscale Acquires American Intelligence & Power Corporation, Creating a Full Stack AI Hyperscaler, Integrated from Energy to Compute. Read here.
Google: We’ve now signed 1 GW of data center demand response with utility partners, harnessing our electricity growth for smarter utilization of U.S. electricity systems. Read here.
Google: Scaling clean energy and reliability in Michigan. Read here.
Google commits $1B to North Carolina data centers as AI demand surges. Read here.
Microsoft to invest $52m in data centers in Medina, Texas. Read here.
AWS files to develop data centers in San Antonio, Texas. Read here.
McDuffie County leaders approve $1B Project Azalea data center. Read here.
Canada’s Bell announces 300MW data center campus in Saskatchewan, names CoreWeave & Cerebras as customers. Read here.
Another massive data center project is eyed near Samsung’s factory in Taylor. Read here.
AI infrastructure and cybersecurity company Available Infrastructure has announced Project Qestrel, which is a nationwide network of private edge data centres across the U.S. Read here.
Crusoe Expands NVIDIA Collaboration Across the Full AI Factory Stack, Delivering the Complete Infrastructure for the Agentic AI Era. Read here.
Jeff Bezos’ rocket company Blue Origin applies to launch 51,000 datacenter satellites. Read here.
Ecolab close to buying KKR’s data center cooling company for up to $5 billion, WSJ reports. Read here.
US real estate company Comstock is entering the data center space and partnering on two projects. Read here.
QTS acquires 1,700 acres of land in Pennsylvania for data center development. Read here.
Behind-the-meter data center proposed outside Richmond, Virginia. Read here.
648-acre data center could be built in Clarksdale, Mississippi. Read here.
164 acre data center could come to Sioux Falls, South Dakota. Read here.
South America
Data centers in Mexico: energy, costs, and geopolitics reshaping the sector. Read here.
Other interesting articles
Europe’s industrial legacy holds the answer to its digital future. Read here.
Understanding Operational Engineering Skills Shortages in the UK Data Centre Industry: Training Pathways, Leadership Practices and Future Skills Strategies. Read here.
How Data Centers And Utilities Can Work Together To Tackle Grid Constraint And Ensure Energy Resilience. Read here.
Lenders struggle to find insurance cover for mega data centre projects. Read here.
Demand connection reform: How to secure a data centre grid connection. Read here.
Using inexpensive MicroLEDs, Microsoft networking innovation aims to make datacenters more efficient. Read here.
How the red-hot AI data center boom is igniting demand for a new, lucrative career path: Trade workers. Read here.
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Have a news story to share? - andy.davis@dataxconnect.com
Have a great week.