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Demand & infrastructure

See what changed in European demand, power, fibre and planning, where the evidence connects, and what needs checking next.

31 signals across 24 connected location groups. These are evidence events, not a count of sites or available opportunities.

Confidence describes the evidence for an observation, not the probability of a future development. Review dates do not turn historical announcements into new events. Coverage is incomplete.

How evidence and opportunity scoring work

Evidence labels: Confirmed means the stated observation is directly documented, not that a proposal has been delivered. Probable identifies supported inference; Estimated identifies assumptions; Rumoured is unverified attribution; Unknown means evidence is missing.

Evidence confidence: High means direct, specific evidence; Medium means some uncertainty remains; Low means the observation has weak support. Multiple reports repeating one announcement do not become independent confirmations.

PowerPlotr Opportunity Score: the proposed weights are power 30%, land 20%, fibre 15%, planning 20% and demand 15%. Scores are withheld while any factor is unknown or a qualification gate is unmet. Demand allocation and development control must be assessed before treating a signal as a site opportunity.

No opportunity score is published for these signals. A score would describe a stated scenario and its evidence, not a forecast probability or an investment recommendation.

Read the evidence methodology

Europe — country and metro undisclosed

1 connected signal

DemandDemand already allocatedConfirmed · high evidence confidence

Anthropic–AWS agreement includes European inference expansion

Anthropic's signed AWS compute agreement explicitly includes additional inference in Europe.

Event: 20 Apr 2026Reviewed: 29 Sept 2026Location scope: continent

Affected location: Europe — country and metro undisclosed

Companies: Anthropic (AI model developer and compute buyer); Amazon Web Services (Cloud and training provider; infrastructure procurement route); Amazon (Investor and AWS parent)

Why it matters · research interpretationThis is evidence of European inference demand routed through AWS. Hypothesis: it may support further regional capacity requirements; a site-level requirement is not yet established.

What remains uncertain: Confidence concerns the published agreement. Its global 5 GW must not enter European capacity totals. Provider commitment is not proof of a particular campus, available land, unallocated procurement or leased MW. Do not also count the same workload as independent AWS demand.

Next investigation: Check the next Anthropic or AWS primary update for a European destination region, named facility, deployment date and electrical basis. Link a project only when the source explicitly connects this agreement to it; establish any remaining uncommitted requirement separately.

Evidence, source rights and connected records

Underlying evidence

Anthropic's 20 April 2026 announcement names Europe and Asia within its expanded AWS collaboration. The agreement secures up to 5 GW globally; no European share, country or campus is disclosed.

Sources and reuse

  • Anthropic: Amazon compute collaborationPublished: 20 Apr 2026 · Reviewed: 29 Sept 2026Public primary source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.

SINES Data Campus — SIN02, Sines, Portugal

2 connected signals

SINES Data Campus — SIN02, Sines, Portugal; SINES Data Campus, Sines, Portugal

DemandDemand already allocatedConfirmed · high evidence confidence

Microsoft–Nscale Sines expansion targets 66,000+ Rubin GPUs

Nscale announced more than 66,000 Rubin GPUs for Microsoft at Sines, starting in late 2027.

Event: 5 May 2026Reviewed: 10 Oct 2026Location scope: site

Affected location: SINES Data Campus — SIN02, Sines, Portugal

Companies: Microsoft (Compute customer); Nscale (AI infrastructure provider and deployment investor); Start Campus (Campus developer and operator); NVIDIA (GPU platform supplier)

Why it matters · research interpretationA named buyer, provider and campus establish a local demand connection. Hypothesis: the anchor deployment may support subsequent phases, subject to separate evidence.

What remains uncertain: SIN02 is now linked as the exact phase; SIN01 remains same-campus context only. Neither the 200 MW rating nor the campus total is disclosed leased MW. The 200 MW basis is unstated and conflicts with current 180 MW IT project sources and APA's historical 120 MW IT per-building design. Timing is a target; residual demand and available capacity remain unknown.

Next investigation: Obtain an explicit IT, facility or import basis for the 200 MW figure and verify the phase's signed electrical allocation, fit-out progress and commissioning evidence. Establish any residual commercial availability independently rather than subtracting announced demand from campus capacity.

Nscale: Microsoft Rubin deployment at Start CampusPublished: 5 May 2026

Start Campus: SIN02 and Europe's AI infrastructurePublished: 12 May 2026

Start Campus: campus FAQPublished: Date not published

Gleeds: Sines DC Building 02Published: Date not published

Errigal: SIN02 fit-outPublished: Date not published

Evidence, source rights and connected records

Underlying evidence

The 5 May agreement identifies investment in a second 200 MW building. Start Campus's 12 May update identifies SIN02 and H2 2027 timing. Current Gleeds and Errigal phase pages separately support the 180 MW IT design and a September 2026 fit-out commencement. The undated campus FAQ describes the full six-building campus as up to 1.2 GW of planned IT capacity.

Reported quantities, kept in their stated scope

  • 66,000 GPU · More than 66,000 NVIDIA Rubin GPUs for the announced Sines expansion, starting late 2027; no MW conversion. · Source
  • 200 MW unspecified · Second building SIN02 rating; not disclosed leased capacity or SIN01 capacity. · Source
  • 1.2 GW IT · Up to 1.2 GW planned across the whole six-building campus. Includes constituent phases; not commissioned or leased capacity. Undated FAQ, reviewed 29 September 2026. · Source

Sources and reuse

  • Nscale: Microsoft Rubin deployment at Start CampusPublished: 5 May 2026 · Reviewed: 10 Oct 2026Public primary source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.
  • Start Campus: SIN02 and Europe's AI infrastructurePublished: 12 May 2026 · Reviewed: 10 Oct 2026Public primary source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.
  • Start Campus: campus FAQPublished: Date not published · Reviewed: 29 Sept 2026Public primary source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.
  • Gleeds: Sines DC Building 02Published: Date not published · Reviewed: 10 Oct 2026Public project-team source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.
  • Errigal: SIN02 fit-outPublished: Date not published · Reviewed: 10 Oct 2026Public contractor source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.

Nscale Narvik campus, Norway

1 connected signal

DemandDemand already allocatedConfirmed · high evidence confidence

Microsoft expands its Nscale Narvik deployment for 2027

Nscale announced an expanded Microsoft agreement adding more than 30,000 Rubin GPUs at Narvik in 2027.

Event: 14 Apr 2026Reviewed: 29 Sept 2026Location scope: site

Affected location: Nscale Narvik campus, Norway

Companies: Microsoft (Compute customer); Nscale (AI infrastructure provider and project manager); NVIDIA (GPU platform supplier); Aker (Former joint-venture participant referenced in the roll-up)

Why it matters · research interpretationThis identifies a named customer at Narvik. Hypothesis: later expansion may create delivery requirements, but it does not establish an open procurement package.

What remains uncertain: The GPU agreement, campus rating and financing have different scopes. The releases do not establish leased MW, delivery completion or the electrical basis of 230 MW. Do not add historical Stargate/OpenAI aspirations as a separate physical demand block. The 115 MW expansion requires phase reconciliation.

Next investigation: Check the next Nscale Narvik primary update for commissioning, an explicit electrical basis and whether the expansion accordion has become committed. Reconcile the 115 MW phase with the 230 MW campus before adding capacity or inferring procurement.

Evidence, source rights and connected records

Underlying evidence

The April release describes a 230 MW campus managed by Nscale following the joint-venture roll-up. A May financing update separates $790 million committed financing from a $790 million uncommitted accordion for a further 115 MW expansion.

Reported quantities, kept in their stated scope

  • 30,000 GPU · More than 30,000 additional NVIDIA Rubin GPUs under the Microsoft expansion, targeted for 2027; no MW conversion. · Source
  • 230 MW unspecified · Narvik campus rating described in April 2026; not disclosed leased or commissioned capacity. · Source
  • 115 MW unspecified · Further expansion associated with an uncommitted financing accordion; do not sum with 230 MW until phase boundaries are reconciled. · Source

Sources and reuse

United Kingdom — multi-site programme

1 connected signal

DemandPausedConfirmed · high evidence confidence

Government confirms Stargate UK pause

A dated UK Government answer recognises OpenAI's decision to pause Stargate UK.

Event: 29 Apr 2026Reviewed: 29 Sept 2026Location scope: country

Affected location: United Kingdom — multi-site programme

Companies: OpenAI (Prospective compute offtaker and programme participant); Nscale (Proposed AI infrastructure provider); NVIDIA (GPU technology partner)

Why it matters · research interpretationThe pause changes how the original announcement should inform demand analysis. Hypothesis: a restart could create a new signal, but would need fresh attributable evidence.

What remains uncertain: The original offtake was exploratory. The source establishes a pause as of its date, not a permanent cancellation. UK programme GPU totals cannot be assigned entirely to Cobalt Park. No binding procurement, leased MW or residual requirement is established.

Next investigation: Check OpenAI, Nscale and subsequent UK Government primary statements for an explicit restart, cancellation or revised offtake. Require a named site and binding scope before classifying new procurement as active.

Evidence, source rights and connected records

Underlying evidence

The 29 April 2026 parliamentary answer records the pause. OpenAI's September 2025 announcement had described exploring offtake of up to 8,000 GPUs, potentially scaling to 31,000, across several possible sites including Cobalt Park.

Reported quantities, kept in their stated scope

  • 8,000 GPU · Up to 8,000 in the original exploratory UK offtake for Q1 2026; historical aspiration before the pause, excluded from active committed totals. · Source
  • 31,000 GPU · Potential scaled total under the original UK programme; includes the 8,000 initial scope, so do not add them. · Source

Sources and reuse

  • UK Government: answer to written question HL16723Published: 29 Apr 2026 · Reviewed: 29 Sept 2026Public primary source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.
  • OpenAI: introducing Stargate UKPublished: 16 Sept 2025 · Reviewed: 29 Sept 2026Public primary source; attributed factual summary and link only. No full article reproduction or permission for bulk reuse assumed.

Lappeenranta, Finland

2 connected signals

Lappeenranta, Finland; Pajarila, Kettukuja, Lappeenranta, Finland

InfrastructureRemaining requirement unknownConfirmed · high evidence confidence

Nebius announces up to 310 MW AI factory in Lappeenranta

Nebius announced a Lappeenranta AI factory with first customer capacity expected in 2027.

Event: 31 Mar 2026Reviewed: 8 Oct 2026Location scope: locality

Affected location: Lappeenranta, Finland

Companies: Nebius (AI cloud provider and announced campus developer); NVIDIA (AI computing platform supplier in Nebius's build-out strategy)

Why it matters · research interpretationThis is a provider's European capacity expansion. Hypothesis: it may support additional AI workloads, but it does not quantify unmet customer demand.

What remains uncertain: Customer allocation, electrical basis of 310 MW and firm import terms remain undisclosed. The DSO’s network development is site-specific evidence, not a transferable entitlement. No Finland-specific Microsoft agreement is established.

Next investigation: Retrieve the operative building permit and conditions, executed staged import terms, first-phase IT load and physically diverse fibre entries. Keep Kaukas, the separate Yllikkälä proposal and Mäntsälä distinct.

Evidence, source rights and connected records

Underlying evidence

Its 31 March 2026 release states up to 310 MW but names no tenant or leased capacity. Nebius's separate September 2025 Microsoft agreement explicitly concerns Vineland, New Jersey, not Finland. DSO’s 31 March statement identifies Mälkiä expansion for the initial connection and Yllikkälä–Simolantie for later stages.

Reported quantities, kept in their stated scope

  • 310 MW unspecified · Up to 310 MW ultimate Lappeenranta factory capacity; first customer capacity expected in 2027, not all 310 MW. Not leased MW or unmet demand. · Source

Sources and reuse

LandRemaining requirement unknownConfirmed · high evidence confidence

Pajarila land tenure is now linked to first-phase construction evidence

The city announced preparatory earthworks from 13 May 2026 on the Nebius site.

Event: 12 May 2026Reviewed: 8 Oct 2026Location scope: site

Affected location: Pajarila, Kettukuja, Lappeenranta, Finland

Companies: Nebius (Project owner/client and intended operator); Polarnode (Development partner and lessee named in city FAQ); City of Lappeenranta (Landowner and local authority)

Why it matters · research interpretationThis strengthens the existing Lappeenranta signal with documented land tenure and a dated construction milestone.

What remains uncertain: Historical May earthworks announcement is retained; July main construction is subsequently evidenced. First-phase IT/import MW and fibre routes remain unresolved. Caverion’s 70 MW substation rating is equipment scope; its broad 2027 campus wording must not override Fira’s first-building-only schedule.

Next investigation: Retrieve the operative building permit and conditions, executed staged import terms, first-phase IT load and physically diverse fibre entries. Keep Kaukas, the separate Yllikkälä proposal and Mäntsälä distinct.

Evidence, source rights and connected records

Underlying evidence

Municipal FAQ identifies two plots totalling 41 ha, industrial/warehouse zoning and 60-year leases to Polarnode. Nebius's up-to-310 MW plan targets first customer capacity in 2027. Fira’s 11 August statement confirms main works began in July 2026; Caverion identifies a separate substation delivery package.

Reported quantities, kept in their stated scope

  • 41 ha · Combined area of two city plots leased for the project. · Source
  • 60 years · Municipal ground-lease term; no inference of ownership transfer. · Source

Sources and reuse

Kilmurry–Gorteens, Belview, South Kilkenny

1 connected signal

PlanningInfrastructure or policy evidenceConfirmed · high evidence confidence

IDA Belview: service provisions documented; access decision pending

The Belview access file remains undecided and now yields a clearer environmental and control trail: watercourse/SAC pathways, incomplete protected-species baselines and a right-of-way condition on access to the IDA folio.

Event: 2026-09Reviewed: 4 Oct 2026Location scope: locality

Affected location: Kilmurry–Gorteens, Belview, South Kilkenny

Companies: IDA Ireland (Named landbank body; title and release terms unverified); Kilkenny County Council (Applicant for access infrastructure)

Why it matters · research interpretationAccess, service preparation and a cited utility feasibility finding support further parcel research at Kilmurry/Gorteens. Hypothesis: these enabling works may precede industrial investment; no specific data-centre demand is established.

What remains uncertain: No decision is shown on the case page. The applicant's mitigation conclusion is not the Commission's determination, while DAU asks for further evidence. Separate industrial-use permission is needed. Proposed ducts do not establish live fibre, route diversity or import MW/MVA. Flood Zone C evidence concerns the access works, not a future campus. The COF establishes no cooling allocation. No land release or link to Ballagh/Mullinabro is inferred.

Next investigation: Track the decision and further ecology submissions; verify whether otter, bat-roost and lighting surveys were completed and accepted. Obtain the executed right of way, current title/allocation and utility agreements, then match a bounded parcel to zoning, demand connection and independent carrier routes.

Evidence, source rights and connected records

Underlying evidence

ACP-324383-26 was lodged on 18 June 2026 and still shows no decision. The NIS identifies the Luffany_010 watercourse and indirect construction pathways to two SACs. The 5 August DAU submission says dedicated otter work and the bat baseline should be completed before determination. IDA's consent letter references folio KK10619F but requires an approved and executed right of way before entry. Proposed ESB and ICT ducts and the 2025 Uisce Éireann feasibility letter remain enabling evidence only.

Sources and reuse

Portlaoise, County Laois

2 connected signals

Portlaoise, County Laois; Coolnabacky and Laois–Kilkenny network corridor

InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

Portlaoise transformer uprating completed

ESB Networks reports completion of a Portlaoise transformer upgrade.

Event: 20 Jan 2026Reviewed: 29 Sept 2026Location scope: locality

Affected location: Portlaoise, County Laois

Companies: ESB Networks (Network-upgrade delivery body); EirGrid (Named grid delivery organisation); Omexom (Partner on grid works, not a data-centre appointment); Kilcawley Construction (Partner on grid works, not a data-centre appointment); TLI Group (Partner on grid works, not a data-centre appointment)

Why it matters · research interpretationHypothesis: delivered network reinforcement could improve the region’s industrial-development options. A demand-capacity assessment is still required for any selected parcel.

What remains uncertain: Equipment nameplate ratings are not spare firm headroom, a data-centre import entitlement or transferable rights. Do not sum the two units or convert their rating into IT MW.

Next investigation: Identify a specific industrial parcel and its current title/zoning, then locate a documented connection route and demand assessment. Establish network constraints and rights before assigning power class or capacity.

Evidence, source rights and connected records

Underlying evidence

The 20 January 2026 release describes replacement of two 31.5 MVA transformers with 63 MVA units, delivered in 24 weeks.

Reported quantities, kept in their stated scope

  • 63 MVA equipment · Rating of each replacement transformer; two units reported. Not available import capacity and not aggregated. · Source

Sources and reuse

  • ESB Networks: Portlaoise upgrade completedPublished: 20 Jan 2026 · Reviewed: 29 Sept 2026Public primary source; attributed facts and link only. No open redistribution licence established for the document or map; do not republish document content or route geometry.
InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

Coolnabacky update separates 110 kV and 400 kV energisation targets

EirGrid’s March 2026 update separates two future energisation stages for Coolnabacky.

Event: 2026-03Reviewed: 29 Sept 2026Location scope: locality

Affected location: Coolnabacky and Laois–Kilkenny network corridor

Companies: EirGrid (Transmission project promoter); ESB Networks (Network delivery partner)

Why it matters · research interpretationHypothesis: a reinforced upstream route may influence later industrial location decisions. The different delivery stages matter when screening time to power.

What remains uncertain: These are published targets, not completed energisation or a site demand offer. A new substation does not prove an unidentified data centre, unused demand capacity or a physically deliverable parcel connection.

Next investigation: Recheck EirGrid and ESB Networks for actual energisation of each stage. For a selected parcel, obtain a site-to-grid route, demand constraints and rights; do not use a regional target as the site energisation date.

Evidence, source rights and connected records

Underlying evidence

The 110 kV GIS and Ballyragget–Coolnabacky line target Q4 2026; the 400 kV GIS and loop-in target Q2 2027. The project connects to the Moneypoint–Dunstown 400 kV and Athy–Portlaoise 110 kV networks.

Sources and reuse

  • EirGrid: Laois–Kilkenny project, March 2026 updatePublished: 2026-03 · Reviewed: 29 Sept 2026Public primary source; attributed facts and link only. No open redistribution licence established for the document or map; do not republish document content or route geometry.

River Barrow crossing, Great Island–Belview, Wexford / Kilkenny

1 connected signal

InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

Great Island–Belview maritime consent is separate from planning permission

The actual MAC240021 consent has been located, supplementing the earlier assessment in the Mullinabro research record.

Event: 25 Sept 2025Reviewed: 29 Sept 2026Location scope: locality

Affected location: River Barrow crossing, Great Island–Belview, Wexford / Kilkenny

Companies: Electricity Supply Board (Maritime consent holder); MARA (Maritime consent authority)

Why it matters · research interpretationThis resolves a document-status gap in the regional feeder trail and prevents maritime consent being mistaken for construction approval.

What remains uncertain: The consent does not establish a connection to Mullinabro, spare import MW/MVA, construction completion or energisation. It is historical evidence newly researched, not a new 2026 consent.

Next investigation: Find the corresponding development permission, conditions and current delivery programme. Match any proposed feeder to a specific parcel and demand agreement before changing that site’s power classification.

Evidence, source rights and connected records

Underlying evidence

The consent commenced on 25 September 2025. Clause 3.6 says it is not development/planning permission; clause 4.1 requires the relevant further authorisations before occupation or works.

Sources and reuse

  • MARA: MAC240021 executed maritime consentPublished: 25 Sept 2025 · Reviewed: 29 Sept 2026Public primary source; attributed facts and link only. No open redistribution licence established for the document or map; do not republish document content or route geometry.

Ireland

4 connected signals

Ireland; Galway, Limerick and Cork; Dublin–Athlone–Galway–Shannon–Limerick–Cork; Ireland — transmission-connected demand facilities

PlanningInfrastructure or policy evidenceConfirmed · high evidence confidence

Ireland's new DC application process depends on generation and renewables

EirGrid published DCCOPP Version 3 on 20 May 2026, implementing CRU's December 2025 connection-policy decision.

Event: 20 May 2026Reviewed: 1 Oct 2026Location scope: country

Affected location: Ireland

Companies: EirGrid (Transmission system operator and connection-process publisher); ESB Networks (Distribution system operator); CRU (Connection-policy regulator)

Why it matters · research interpretationSite qualification now needs a deliverable generation-and-renewables package. A nearby substation or a renewable PPA alone does not establish a connectable site.

What remains uncertain: These periods concern processing a connection offer, not energisation. Local network constraints, generation de-rating, planning, construction and outage availability remain separate gates.

Next investigation: For each western candidate, check nominated projects' ECP-GSS status, binding generation arrangements, renewable additionality, validated DC planning application and node-specific constraints before increasing its opportunity score.

Evidence, source rights and connected records

Underlying evidence

The process links the DC demand application to nominated dispatchable generation and renewable projects. CRU requires onsite or proximate generation/storage to match requested maximum import demand and 80% of annual demand from additional Irish renewables within six years. EirGrid gives indicative offer-processing periods of 7.5 months where associated generation already has offers, or up to 18 months where generation has just entered ECP-GSS.

Reported quantities, kept in their stated scope

  • 80 % · Minimum annual renewable-electricity requirement after six-year glide path; not hourly matching · Source
  • 7.5 months · Indicative offer-processing period with associated generation offers already received; not time to power · Source
  • 18 months · Indicative upper offer-processing period where nominated generation has just applied to ECP-GSS; not energisation · Source

Sources and reuse

InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

Western 220 kV opportunities come with a mid-2030s timing caution

EirGrid's May 2026 desktop assessment identifies limited western connection potential while describing greater Dublin as fully constrained.

Event: 20 May 2026Reviewed: 4 Oct 2026Location scope: region

Affected location: Galway, Limerick and Cork

Companies: EirGrid (Transmission system operator publishing indicative constraints and opportunities)

Why it matters · research interpretationThis is a reason to prioritise long-term western screening alongside Enet's new fibre corridor. It does not establish a rapidly deliverable 100–500 MW campus.

What remains uncertain: Indicative regional potential is neither spare capacity nor allocation to any parcel. The report also flags fault ride-through, AI demand stability and short-circuit effects, and says loads exceeding 50 MW should focus above 110 kV. The separate 22 September MPID345 decision now confirms transmission-demand resilience rules effective 27 October; compliance and any derogation constraints must be assessed separately from regional connection potential.

Next investigation: Check current node capacity, outages and generation fault levels, then verify demand-facility compliance or derogation under the approved MPID345 framework before advancing a land lead.

Evidence, source rights and connected records

Underlying evidence

Potential demand is indicated at 50–100 MW per Galway, Limerick and Cork area on the 220 kV network, or 150–300 MW combined, subject to technical and generation requirements. EirGrid advises assuming new connections from the mid-2030s because station works and outages are already programmed. Capacity is unsecured until a connection contract is executed.

Sources and reuse

FibreInfrastructure or policy evidenceConfirmed · high evidence confidence

Enet opens western corridor access across Galway, Shannon, Limerick and Cork

Enet launched Phase 1 of a 440+ km duct/fibre corridor on 12 March 2026, overlapping the western regions identified by EirGrid.

Event: 12 Mar 2026Reviewed: 1 Oct 2026Location scope: region

Affected location: Dublin–Athlone–Galway–Shannon–Limerick–Cork

Companies: Enet (Open-access duct and fibre network provider); Speed Fibre Group (Enet parent group); Aurora Telecom (Separate published backbone and Shannon metro network to investigate for physical diversity)

Why it matters · research interpretationThe combined grid and fibre evidence gives a concrete reason to screen western industrial land, particularly around demonstrated interconnection points. Shannon Airport Group's Campus East land is one owner-identified starting point, not a qualified DC site.

What remains uncertain: No post-announcement commissioning confirmation was established for the new low-latency route. Access at corridor level does not prove site serviceability, lit capacity, two independent paths, spare ducts or commercial terms. South/east Phase 2 remained an option in the announcement.

Next investigation: Obtain current route drawings, commissioned-product status, PoP locations and last-mile options; compare physical routes with Aurora and screen adjoining industrial parcels against the actual 220 kV node and outage programme.

Evidence, source rights and connected records

Underlying evidence

The route goes from Ballycoolin through Athlone and Galway, then Shannon and Limerick to Cork. Enet offers duct and dark-fibre access and existing capacity products. Its release separately describes a new ultra-low-latency fibre route as still awaiting commissioning. Aurora publishes a backbone through Galway and a Shannon metro network.

Reported quantities, kept in their stated scope

  • 440 route-km · Announced Phase 1 corridor exceeds this length; not a measured route to any parcel · Source

Sources and reuse

PlanningInfrastructure or policy evidenceConfirmed · high evidence confidence

Ireland approves transmission demand resilience rules effective 27 October

CRU approved MPID345 on 22 September 2026; EirGrid records an effective date of 27 October 2026.

Event: 22 Sept 2026Reviewed: 4 Oct 2026Location scope: country

Affected location: Ireland — transmission-connected demand facilities

Companies: CRU (Regulator approving MPID345 and its amended compliance framework); EirGrid (Transmission system operator implementing the Grid Code requirements)

Why it matters · research interpretationNational requirements add a facility-level operating and ramp-up gate to the western network assessment. Contracted import capacity alone does not establish unrestricted usable load.

What remains uncertain: Approval is confirmed; the effective date is still future at review. The decision leaves allocation of headroom released by compliant load unresolved. It does not create a new site allocation or confirm compliance of any named facility. Distribution-connected facilities are not automatically covered by this transmission amendment.

Next investigation: Check each facility's compliance evidence, derogation and permitted load ramp; assess retrofit cost and timing. Monitor EirGrid's first quarterly report, due at end-December 2026. Read the final CRU decision rather than the still-linked April proposal.

Evidence, source rights and connected records

Underlying evidence

The rules cover existing and future transmission-connected demand and address fault ride-through, rate of change of frequency and active-power recovery. The final framework rejects the proposed portfolio approach and uses metering for Demand Utilisation Threshold monitoring. The framework extends the compliance-plan submission period to six months for data-centre derogation applicants; facilities unable to comply are expected to seek derogation before the rules take effect.

Sources and reuse

Poland — campus and successful consortium not established

1 connected signal

DemandRemaining requirement unknownConfirmed · high evidence confidence

Poland budgets compute access while the EU gigafactory tender remains open

A government budget for AI compute access supports Poland's gigafactory ambition, but neither an awarded campus nor a named operator is established.

Event: 14 Jul 2026Reviewed: 1 Oct 2026Location scope: country

Affected location: Poland — campus and successful consortium not established

Companies: Polish Ministry of Digital Affairs (Public compute-access purchaser under the government resolution); EuroHPC Joint Undertaking (Competitive consortium selection and public compute-access procurement)

Why it matters · research interpretationAn explicit public purchasing mechanism is stronger demand evidence than a general sovereign-AI ambition. Hypothesis: consortium formation and disclosed host sites could reveal future infrastructure requirements; they are the next evidence to seek.

What remains uncertain: Historical announcements newly structured on 1 October, not new spending announced today. Budgeted access purchases are not an executed private offtake, electrical capacity, land control or a guaranteed Polish campus. The programme permits multi-country projects. The resolution's reciprocal-purchase authority is part of the framework, not additional demand to sum. Do not allocate this programme to Gaia or PIAST campuses without a source.

Next investigation: Recheck EUROHPC/2026/OP/0008 for amendments before the published 12 November deadline; track named bidding consortia and the expected 2027 awards. Only then attach a site, grid route, planning case and MW basis. Resolve the July press-release versus enacted-budget discrepancy with a primary clarification.

Evidence, source rights and connected records

Underlying evidence

Resolution 153, adopted 14 July and published 17 July 2026, sets EUR 135.3 million equivalent in PLN for access purchases during 2028–2033. The ministry's 14 July announcement instead described EUR 100 million; retain this discrepancy and use the enacted resolution for the budget. CPPC's 3 August notice confirms the EU competition launched 30 July and gives a 12 November 2026 bid deadline. Its later summary also states EUR 135.3 million.

Reported quantities, kept in their stated scope

  • 135,300,000 EUR budget · Statutory access-purchase budget, payable in PLN equivalent across 2028–2033; not capex, contracted private revenue or a site capacity. · Source

Sources and reuse

CRA Prague Gateway, Jíloviště, Czechia

1 connected signal

DemandRemaining requirement unknownConfirmed · high evidence confidence

Prague Gateway links AI reservation, construction award and fibre delivery

CRA's fibre-contracting milestone connects with a Polarise capacity reservation and Skanska construction award.

Event: 14 Sept 2026Reviewed: 1 Oct 2026Location scope: site

Affected location: CRA Prague Gateway, Jíloviště, Czechia

Companies: České Radiokomunikace / CRA Prague Gateway DC a.s. (Developer and infrastructure provider); Polarise (AI-cloud provider; reservation LOI counterparty); Skanska (Initial site infrastructure, foundations and precast-frame contractor); SITEL, Quantcom, TTC, Energtel and ČD Telematika (Contracted optical-infrastructure partners)

Why it matters · research interpretationThese distinct commitments support one delivery trail. This connects evidence already held against the existing project; it does not create a second facility.

What remains uncertain: LOI binding terms and MW basis are unpublished. Fibre completion and independent routes are unverified; neither the reservation nor mid-2027 target establishes live capacity or an open customer requirement.

Next investigation: Obtain definitive offtake, staged grid import and as-built fibre routes; reconcile 15 MW reservation with the existing project's separately scoped capacities.

Evidence, source rights and connected records

Underlying evidence

On 14 September CRA reported contracted optical routes, partly complete. Polarise's 9 September LOI reserves 15 MW; CRA's 24 August award covers initial civils and structure.

Reported quantities, kept in their stated scope

  • 15 MW unspecified · Polarise reservation under LOI; not additional campus capacity or verified leased IT load. · Source

Sources and reuse

Former Wertachtal transmitter, Amberg, Unterallgäu, Bavaria

1 connected signal

InfrastructureRemaining requirement unknownConfirmed · high evidence confidence

Amberg brownfield AI plan grows to 65 MW alongside solar and planned wind

Polarise's August plan raises the initial Amberg concept from 30 to 65 MW, retaining a 120 MW ultimate target, but authority evidence still places the project before formal land-use planning.

Event: 18 Aug 2026Reviewed: 9 Oct 2026Location scope: site

Affected location: Former Wertachtal transmitter, Amberg, Unterallgäu, Bavaria

Companies: Polarise (Proposed AI-factory developer/operator); WV Energie (Energy and site partner); Stadtwerke Bad Vilbel and local citizens' foundation (Historical conversion-area consortium and proposed seller; exact parcel transfer unresolved); SWI Stoneweg Icona Group (Platform debt-financing counterparty); Energiepark Amberg II GmbH (Named planned wind-farm operator)

Why it matters · research interpretationThe bounded brownfield, historical consortium control and named compute developer create a credible non-hub project trail. The authority evidence materially lowers its delivery maturity: it is pre-planning, not consented or under construction.

What remains uncertain: Exact data-centre parcel title, completed Polarise acquisition, executed planning agreements, formal application, permit, firm grid import, carrier handoff and named customer remain unverified. Solar MWp, planned wind, BESS and historic site demand are not continuous import rights. Platform debt is not project-finance completion; mid-2027 is a promoter target.

Next investigation: Obtain the municipal agreement and plan-initiation resolutions, cadastral redline/title and sale completion; then identify the DSO, connection node/voltage and signed import terms, plus on-site carrier handoffs and physically diverse routes.

Evidence, source rights and connected records

Underlying evidence

Polarise identifies the former transmitter and a planned acquisition. The mayor described only an oral request on 13 March and said agreements must precede the land-use-plan amendment and project-specific development plan; the current municipality planning page lists no Wertachtal data-centre procedure. Stadtwerke Bad Vilbel records joint acquisition of the broader conversion area in 2017, while its 2026/27 business plan describes land sales and the 69.5 MW solar asset.

Reported quantities, kept in their stated scope

  • 65 MW unspecified · Updated initial AI-factory capacity announced August 2026; not verified import or operating IT load. · Source
  • 120 MW unspecified · Scalable ultimate plan inclusive of initial phase. · Source
  • 70 MWp · Existing solar nameplate reported by energy partner; no inference of firm supply. · Source
  • 21 MW generation · Planned three-turbine wind farm, target COD 2027; not operating capacity. · Source

Sources and reuse

Former Bridgestone factory, 575 avenue Georges Washington, Béthune

1 connected signal

PlanningRemaining requirement unknownConfirmed · high evidence confidence

Béthune AI conversion enters environmental modification consultation

A prefectural consultation for the Béthune conversion ran from 26 August to 9 September 2026.

Event: 26 Aug 2026Reviewed: 1 Oct 2026Location scope: site

Affected location: Former Bridgestone factory, 575 avenue Georges Washington, Béthune

Companies: Nebius (AI-cloud provider); Azur Datacenter (Brownfield programme developer); Circular Datacenter (Identified programme contractor; full package scope unverified); SIG REVERSE INDUSTRY (Applicant named in modification consultation)

Why it matters · research interpretationThe permit trail connects a known brownfield, developer and compute operator to delivery constraints rather than relying on headline announcements.

What remains uncertain: Consultation is not final permission. Capacity definitions, phase boundaries, energised load and customer identity remain unverified. Different target phases are not additive or evidence of commissioning.

Next investigation: Read the prefectural outcome and DREAL response, verify firm grid import and generation consent, then reconcile phase commissioning with municipal and contractor schedules.

Evidence, source rights and connected records

Underlying evidence

The official dossier lists gas/diesel-generator and acoustic documents. Municipal June material targets 60 MW initially and 240 MW ultimately; the contractor targets 120 MW by end-2026 and 240 MW in 2027.

Reported quantities, kept in their stated scope

  • 240 MW unspecified · Ultimate programme target; not commissioned or verified import capacity. · Source
  • 60 MW unspecified · Municipal initial-phase summer-2026 target; commissioning unverified. · Source
  • 120 MW unspecified · Contractor end-2026 target, within the 240 MW programme. · Source

Sources and reuse

Derrygreenagh / Rhode, County Offaly, Irish Midlands

1 connected signal

CWL1, Newport, South Wales

1 connected signal

DemandDemand already allocatedConfirmed · high evidence confidence

Nebius agrees high-density lease at Vantage CWL1 Newport

Historical evidence added on 4 October: Vantage and Nebius announced an agreement for NVIDIA-powered AI infrastructure at CWL1 on 13 August 2026.

Event: 13 Aug 2026Reviewed: 4 Oct 2026Location scope: site

Affected location: CWL1, Newport, South Wales

Companies: Nebius (Announced AI-capacity tenant); Vantage Data Centers (CWL1 campus operator and lessor); NVIDIA (Announced AI-compute technology supplier)

Why it matters · research interpretationAdds a named neocloud customer to an existing campus and evidence of contracted regional AI demand. It identifies allocated demand, not an open requirement.

What remains uncertain: Lease MW, GPU count, building and commissioning date are undisclosed. Nebius's £1.7bn commitment spans four UK sites. Vantage's broader 1GW-plus ambition spans three South Wales locations; neither figure measures this lease.

Next investigation: Establish the leased phase, capacity, commissioning milestones and residual availability; reconcile Newport delivery with the wider South Wales programme.

Evidence, source rights and connected records

Underlying evidence

Nebius will lease high-density capacity for AI workloads. The operator calls this the South Wales AI Growth Zone's first announced commercial capacity commitment.

Sources and reuse

Cork and Wexford; Aghada/Ballincarroonig contextual overlap

1 connected signal

InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

South Coast grid shortlist connects to an Aghada battery planning trail

EirGrid's Step 4a consultation identifies South Coast substation search areas, including Aghada/Ballincarroonig, where an ESB battery application provides a separate industrial-infrastructure trail.

Event: 15 Sept 2026Reviewed: 4 Oct 2026Location scope: region

Affected location: Cork and Wexford; Aghada/Ballincarroonig contextual overlap

Companies: EirGrid (Developer of the offshore transmission connection and Step 4a consultation); ESB (Applicant for Aghada LDES battery storage within its wider Aghada landholding)

Why it matters · research interpretationThe shortlist narrows investigation to named townlands. The independent battery filing identifies ESB-controlled industrial land and local planning constraints, strengthening a research trail around Aghada without evidencing a data-centre project.

What remains uncertain: Townland coincidence is contextual: exact parcel overlap, shared connection and common development intent are unverified. Offshore generation explains the grid project; neither wind nor battery MW is available data-centre import. Substation options are unconsented. Battery consent, construction, MWh and fibre serviceability are unverified. The existing generating complex is Lower Tier COMAH; the proposed battery is stated not to be a COMAH establishment. Planning status may lag its 29 September data snapshot; the decision due date is not a decision.

Next investigation: Retrieve 26/2190 plans and COMAH assessment; compare its boundary with CRK-04 options, local zoning and fibre entry routes. Check connection rights, competing uses and the planning outcome after 15 October. Reconcile invalid 26/1782 as a predecessor rather than counting a second 300 MW project; establish available land before creating an opportunity record.

Evidence, source rights and connected records

Underlying evidence

Consultation opened 15 September and closes 8 December 2026. The September brochure lists CRK-02 Ballynookery, CRK-04 Aghada/Ballincarroonig, WXD-06 Tellarought and WXD-09 Garryduff. Two grid connections are required for Tonn Nua's up-to-900 MW wind scheme. Separately, Cork application 26/2190, received 21 August, proposes up to 300 MW of Aghada LDES batteries on 4.65 ha at Ballincarroonig. The National Planning Application Database's 29 September snapshot records Awaiting Recommendation and a 15 October decision due date; predecessor 26/1782 is invalid.

Reported quantities, kept in their stated scope

  • 900 MW generation · Tonn Nua offshore wind development, up to; not available data-centre import or commissioned generation. · Source
  • 300 MW battery output · Maximum proposed Aghada LDES power in application 26/2190; not granted or operating. Invalid 26/1782 is not additive. · Source
  • 4.65 ha · Application 26/2190 proposed battery development area within wider ESB holding; not available data-centre land. · Source

Sources and reuse

Srananagh substation, County Sligo, Ireland

2 connected signals

Srananagh substation, County Sligo, Ireland; IDA Oakfield Business and Technology Park, Sligo, Ireland

InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

Srananagh busbar extension and new bay identified; bay purpose remains unresolved

EirGrid’s 28 September 2026 screening determination identifies a busbar extension and new F7 bay within Srananagh 220 kV station. The bay’s circuit, customer and energisation date are not identified.

Event: 28 Sept 2026Reviewed: 4 Oct 2026Location scope: site

Affected location: Srananagh substation, County Sligo, Ireland

Companies: EirGrid (Issuer of CP1591 screening determination and promoter of the separate CP0982 / CP1233 regional reinforcements); Statkraft (Developer of nearby Quarry Lane grid-stability facility; no proven CP1591 bay assignment); Elecnor (Announced Quarry Lane synchronous-condenser EPC contractor; not identified as CP1591 contractor); FuturEnergy Lissinagroagh Designated Activity Company (Applicant for separate wind-farm grid connection ACP VA12.324597 to Srananagh)

Why it matters · research interpretationSeveral grid projects converge here. Identifying F7’s purpose could distinguish a broader reinforcement milestone from works serving known generation or stability requirements. Oakfield, grouped here, is separate regional land-preparation context with no evidenced supply route.

What remains uncertain: The five schemes are distinct; no source assigns F7 to the others. Transformer nameplate, wind export and synchronous-condenser services establish no available demand import. No developable parcel, title/control route, fibre handoff, cooling solution or data-centre customer has been established.

Next investigation: Identify F7’s circuit in public grid drawings or project schedules, reconcile CP0982/CP1233 milestones, and monitor ACP324597 and Quarry Lane delivery. Screen bounded industrial parcels, title, zoning and carrier routes only after establishing the node’s demand-connection route.

Evidence, source rights and connected records

Underlying evidence

CP1591 works stay within the existing station and require no Appropriate Assessment under EirGrid’s screening determination. Separate regional projects CP0982/CP1233 are at Step 4; the May report identifies a planned second 250 MVA transformer under CP0982. Nearby Quarry Lane is a Statkraft synchronous condenser, with Elecnor targeting 2027 commissioning. Undecided ACP324597 separately proposes a roughly 32 km Lissinagroagh wind-farm 110 kV cable to Srananagh; observations close 16 October.

Reported quantities, kept in their stated scope

  • 1 new bay · CP1591 F7 bay construction within the existing Srananagh station; its circuit/customer is unresolved · Source
  • 220 kV · Nominal voltage of the existing Srananagh station identified in CP1591; voltage is not import capacity · Source
  • 250 MVA transformer nameplate · Planned second 220/110 kV Srananagh transformer under separate project CP0982; not CP1591 capacity or available import · Source
  • 32 km approximately · Proposed Lissinagroagh wind-farm 110 kV underground connection to Srananagh in separate undecided ACP VA12.324597 application · Source

Sources and reuse

InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

IDA Oakfield enabling works granted and re-tendered after a no-winner result

Sligo County Council granted conditional permission for Oakfield Phase 2 access and utilities under 25/60014 on 17 February 2026. The first works procurement then closed without a winner on 21 July; IDA published a replacement on 23 July, with a 4 September deadline.

Event: 23 Jul 2026Reviewed: 5 Oct 2026Location scope: site

Affected location: IDA Oakfield Business and Technology Park, Sligo, Ireland

Companies: IDA Ireland (Contracting authority for Oakfield ground investigations and the access/utility works procurement; procurement role does not establish title to every parcel)

Why it matters · research interpretationThe consent, ground investigation and re-procurement connect planning, site investigation and enabling delivery at one bounded industrial park. They materially strengthen Oakfield as a monitored land-preparation programme, but do not establish data-centre permission or power. Reading the first result as an €8m award, or Srananagh as Oakfield capacity, would invent delivery and grid certainty.

What remains uncertain: No replacement award or commencement is verified. The specific first-procurement dispute is unknown. The 4.59 ha permission area and historic 77 acres are different scopes, neither a net available plot. The park is publicly promoted by IDA. Title, allocation, site import, live fibre handoff and diversity, water/cooling rights and location-specific compute demand remain unverified; this is a watch record, not an off-market opportunity.

Next investigation: Retrieve the full 25/60014 grant, NIS mitigation, Phase 2 drawings and 2024 geotechnical results. Reconcile them to current title, IDA allocation terms and the adopted zoning map. Recheck the replacement award after the indicated late-October milestone, then validate plot-specific ESB Networks and carrier routes.

Evidence, source rights and connected records

Underlying evidence

The national planning record fixes the Phase 2 development area at 4.59 ha and includes watermain, foul and storm drainage, pumping, detention and electrical ducting. It records a conditional decision on 15 January and grant on 17 February. The first result attributes closure to a review or judicial decision; its €5m procedure and €8m lot estimates are not award prices. The replacement estimates €5m excluding VAT and 12 months. Its 28/29 October award/acceptance fields remain future-dated at review. A separate June 2024 ground-investigation procurement covered 77 acres.

Reported quantities, kept in their stated scope

  • 5,000,000 EUR excluding VAT · Replacement resource 8706179 estimated procurement value; not an award price or total site investment · Source
  • 12 months · Replacement resource 8706179 estimated contract duration; no verified commencement date · Source
  • 77 acres · Historical 2024 Oakfield ground-investigation land scope; not a verified current parcel boundary or net available development area · Source
  • 4.59 ha planning application area · Phase 2 access-and-utilities development area in Sligo 2560014; not a net available data-centre plot · Source

Sources and reuse

Rooaunalaghta and Killamanagh/Bunnasillagh grid route, Counties Mayo and Galway, Ireland

1 connected signal

PlanningInfrastructure or policy evidenceConfirmed · high evidence confidence

Rooaunalaghta consultation closes with SID routing decision

ACP case PCX16.324133 closed on 6 October 2026. The Commission determined that the proposed Rooaunalaghta Green Energy Project is strategic infrastructure development and that any application must be made directly to ACP under section 37E.

Event: 6 Oct 2026Reviewed: 7 Oct 2026Location scope: locality

Affected location: Rooaunalaghta and Killamanagh/Bunnasillagh grid route, Counties Mayo and Galway, Ireland

Companies: Rooaunalaghta Green Energy Limited (prospective applicant); TOBIN (planning and environmental adviser in the pre-application documents)

Why it matters · research interpretationThe signed decision letter is a reliable early warning that a direct strategic-infrastructure application may follow, while the meeting record exposes the proposed route and the environmental questions that must be resolved.

What remains uncertain: This is a procedural routing opinion, not planning permission, a grid offer or evidence of data-centre demand. The 58.5 MW figure is proposed wind generation, not available import capacity. Land title, turbine-land control and the final connection point have not been independently established. The case header still displays the superseded 13 July target date.

Next investigation: Monitor for the section 37E application and EIAR/NIS; reconcile its final red line, land-interest schedule, 110 kV connection point and environmental mitigation. Do not link the scheme to a data-centre requirement without independent evidence.

Evidence, source rights and connected records

Underlying evidence

The prospective applicant describes up to 13 wind turbines with an estimated 58.5 MW generation rating, an approximately 8.3 km 33 kV underground cable and a proposed 110 kV loop-in substation. Three consultation meetings covered access, karst and groundwater, surface water, ecology, ornithology, landscape, noise, archaeology and transport matters.

Reported quantities, kept in their stated scope

  • 58.5 MW generation · Prospective applicant's estimated total rating for up to 13 proposed wind turbines; not demand import capacity · Source
  • 8.3 km proposed cable · Approximate 33 kV underground grid-connection route described in the pre-application close-out letter · Source
  • 110 kV proposed substation · Proposed permanent loop-in substation; not a capacity or connection-right statement · Source

Sources and reuse

Bay Lane, Piperstown, Finglas, Dublin 11, Ireland

1 connected signal

InfrastructureInfrastructure or policy evidenceConfirmed · high evidence confidence

Piperstown gas-generation pre-application reopens the Bay Lane infrastructure trail

ACP case PC06F.324225 records a pre-application consultation lodged on 21 April 2026 for a proposed 380 MW open-cycle gas-turbine development and 220 kV substation at Bay Lane. The case page exposes no party or documents and does not record a determination; 24 August 2026 is the displayed target date only.

Event: 21 Apr 2026Reviewed: 7 Oct 2026Location scope: locality

Affected location: Bay Lane, Piperstown, Finglas, Dublin 11, Ireland

Companies: SDC Piperstown II Limited (applicant for the separate 2023 withdrawn data-centre application)

Why it matters · research interpretationThe combination merits an early-warning investigation because a large generation proposal, historical data-centre application and utility works occur in the same named locality. It does not yet establish one development, a customer or an available powered-land opportunity.

What remains uncertain: The current prospective applicant, red line, grid-connection terms and current determination are not public on the case page. No parcel identity, owner, development control, customer or causal link between the three observations is established. The 380 MW figure is proposed generation and the 220 kV reference is equipment scope, not data-centre import capacity. Ducting and joint-bay works do not prove fibre or demand rights.

Next investigation: Monitor the canonical ACP case for published meeting and close-out documents; compare its red line with FW23A/0007; identify the Bay Lane works promoter, voltage and termination from public utility or road-opening records; then test current zoning, title and control only after the parcel match is proved.

Evidence, source rights and connected records

Underlying evidence

The locality also contains withdrawn Fingal application FW23A/0007 by SDC Piperstown II Limited and a separate 2026 council road-closure notice for essential ducting and joint-bay works on Bay Lane. These observations are retained as separate same-locality evidence until boundaries, applicants and infrastructure purpose can be matched.

Reported quantities, kept in their stated scope

  • 380 MW proposed generation · Open-cycle gas-turbine proposal in PC06F.324225; not import capacity or evidence of continuous data-centre supply · Source
  • 220 kV proposed substation · Proposed substation voltage in PC06F.324225; not a connection-right or capacity statement · Source

Sources and reuse

Nebius Mäntsälä campus, Finland

1 connected signal

InfrastructureRemaining requirement unknownConfirmed · high evidence confidence

Mäntsälä second-building substation contract targets autumn 2027

Caverion announced an approximately €15 million substation agreement for a second Nebius building in Mäntsälä.

Event: 2 Oct 2026Reviewed: 8 Oct 2026Location scope: site

Affected location: Nebius Mäntsälä campus, Finland

Companies: Nebius (AI cloud provider and substation client); Caverion (Substation designer and delivery contractor)

Why it matters · research interpretationA dated delivery contract strengthens evidence of expansion at a known AI campus. It is distinct from Caverion’s May Lappeenranta contract despite similar values.

What remains uncertain: Building MW basis is unspecified; substation rating is equipment scope, not firm import rights. Do not sum the ratings, infer leased MW or attach an AI-lab customer. The illustrative photo depicts Valkeus, not this site.

Next investigation: Match the new building to Mäntsälä permit/parcel and local DSO terms; verify site voltage, import stages, fibre entries and actual energisation. Reconcile the existing campus before creating a directory record.

Evidence, source rights and connected records

Underlying evidence

The release describes a new 70 MW building alongside the existing 75 MW site and a 70 MW substation targeted for autumn 2027.

Reported quantities, kept in their stated scope

  • 70 MW unspecified · Second-building rating reported by contractor; no IT/import basis established. · Source
  • 70 MW equipment · Substation design rating, not demand rights; separate from the building rating. · Source

Sources and reuse

Grange Castle South, Dublin, Ireland

1 connected signal

PlanningInfrastructure or policy evidenceConfirmed · high evidence confidence

Google DC3 appeal granted with campus-transfer and energy conditions

ACP’s signed decision grants DC3 with conditions, correcting PowerPlotr’s earlier undecided status.

Event: 23 Sept 2026Reviewed: 8 Oct 2026Location scope: site

Affected location: Grange Castle South, Dublin, Ireland

Companies: Google Ireland Limited (Applicant and appellant)

Why it matters · research interpretationThe project moves from appeal to consented supply; this is a newly verified historical decision, not a new campus.

What remains uncertain: No construction start, condition discharge, commissioned import or third-party availability is established. Operating DC1/DC2 remain separate.

Next investigation: Check condition compliance, any judicial review, environmental licence and verified commencement.

ACP: PL06S.320852 decision historyPublished: Date not published

ACP: Google DC3 signed conditional grantPublished: 23 Sept 2026

Evidence, source rights and connected records

Underlying evidence

PL06S.320852 / SD24A/0164W: signed 23 September 2026. The order includes a ten-year permission period and restrictions on separate use or transfer.

Sources and reuse

  • ACP: PL06S.320852 decision historyPublished: Date not published · Reviewed: 8 Oct 2026Public primary source; attributed factual summary and link only. No document, map, imagery or bulk commercial reuse licence assumed.
  • ACP: Google DC3 signed conditional grantPublished: 23 Sept 2026 · Reviewed: 8 Oct 2026Public primary source; attributed factual summary and link only. No document, map, imagery or bulk commercial reuse licence assumed.

Owenahincha and Tullyneasky West, County Cork, Ireland

1 connected signal

FibreInfrastructure or policy evidenceConfirmed · high evidence confidence

AWS Fastnet cable advances through Cork landing and marine consultations

A Cork landing-station permission and two live ACP marine consultations bound AWS's Fastnet transatlantic cable to the Owenahincha–Tullyneasky West corridor.

Event: 4 Sept 2026Reviewed: 11 Oct 2026Location scope: site

Affected location: Owenahincha and Tullyneasky West, County Cork, Ireland

Companies: Amazon MCS Ireland Limited (Applicant for the Cork landing-station and marine pre-application cases); Amazon Web Services (Cable sponsor and network user)

Why it matters · research interpretationThe combination of a consented terrestrial endpoint and active marine routing provides location-specific network-investment evidence and future route diversity for southwest Ireland. It is more specific than a generic cable announcement and can support demand analysis once commissioning and onward backhaul are verified.

What remains uncertain: This does not evidence a Cork AWS data centre, customer demand in MW, a public carrier-neutral handoff, available dark-fibre pairs or diverse as-built terrestrial routes. The marine consultations are not permissions. Applicant statements that the landing-to-station route is exempt development and the 2028 service target remain unverified delivery claims.

Next investigation: Track OC04.324630 and MO04.324631 determinations, marine authorisation, PL88.501307 condition discharge and commencement, and identify the consented onward terrestrial backhaul and access model. Reconcile Cork 25/6774 (ACP display 256774) and any public case behind the separate 300–400 MW user tip before linking it to a project.

Evidence, source rights and connected records

Underlying evidence

ACP granted PL88.501307 on 14 August 2026 for a cable landing station on a 0.496 ha former metal-workshop site at Tullyneasky West. The inspector report describes 417.65 sqm of works including an ESB substation, switch room and standby plant, around 5.1 km from the Owenahincha landing. Separate marine cases OC04.324630 and MO04.324631 were lodged on 4 September 2026 for the Fastnet subsea fibre system; their displayed 7 January 2027 dates are targets, not decisions. AWS says the Maryland–County Cork cable is designed to exceed 320 Tbps and targets operation in 2028.

Reported quantities, kept in their stated scope

  • 320 Tbps design capacity · AWS says the cable is designed to exceed 320 Tbps; this is network design capacity, not site power, customer demand or third-party availability. · Source
  • 0.496 ha site area · Landing-station application site stated in the ACP inspector report. · Source

Sources and reuse

Thames Valley Park, Earley, Reading, United Kingdom

1 connected signal

InfrastructureRemaining requirement unknownConfirmed · high evidence confidence

Thames Valley Park proposal exposes a decade-long grid-to-load gap

Wokingham application 262274 proposes a 72 MW IT data centre at the former Microsoft office campus, with on-site natural-gas fuel cells intended to bridge limited existing grid supply while a larger network connection is developed.

Event: 28 Sept 2026Reviewed: 12 Oct 2026Location scope: site

Affected location: Thames Valley Park, Earley, Reading, United Kingdom

Companies: Mapeley / FH Trustees Limited and FH Trustees 2 Limited (developer and planning applicants); Scottish and Southern Electricity Networks (reported distribution connection provider); Microsoft (departing office occupier; not identified as data-centre operator or customer)

Why it matters · research interpretationThis is a site-specific example of development strategy being shaped by the mismatch between compute design and near-term firm grid supply. It is useful predictive intelligence for Thames Valley delivery constraints and for testing whether on-site generation can move from bridge concept to consented, financed and resilient primary power.

What remains uncertain: The application is undecided. The 72 MW IT, 110 MW peak facility demand, 49.9 MW plant rating, 42.5 MW effective supply, 1.8 MW existing import and 60 MVA later connection are different scopes and must not be added together. The reported 2037 date is a network target, not energisation. No operator, tenant or AI customer is named; Microsoft occupancy does not establish demand or ownership of the proposed facility.

Next investigation: Obtain the SSEN offer and transmission reinforcement dependency, reconcile fuel-cell installed versus effective capacity, test gas availability and environmental permit requirements, and identify any binding operator or customer allocation before treating the proposal as deliverable demand.

Evidence, source rights and connected records

Underlying evidence

The public case register records receipt and validation on 28 September 2026. Project material confirms 72 MW IT and the fuel-cell strategy. Submitted-power reporting distinguishes approximately 110 MW peak facility demand, 1.8 MW existing grid supply, a 49.9 MW fuel-cell plant rating with about 42.5 MW effective initial supply, and a 60 MVA SSEN connection dependent on reinforcement targeted from 2037.

Reported quantities, kept in their stated scope

  • 72 MW IT design · Proposed full-campus IT capacity; not commissioned load, import entitlement or customer allocation. · Source
  • 110 MW peak facility demand · Approximate completed-site peak including cooling and electrical plant; separate from 72 MW IT. · Source
  • 1.8 MW existing grid supply · Existing supply described for the administration building during the initial phase; not data-hall supply. · Source
  • 49.9 MW fuel-cell plant rating · Proposed natural-gas solid-oxide fuel-cell installed rating in the Utilities Statement; the Energy Strategy separately reports about 42.5 MW effective initial supply. · Source
  • 60 MVA later grid connection · Reported SSEN connection dependent on reinforcement targeted from 2037; not current or full-site import. · Source

Sources and reuse

High-Tech Hill, Liepkalnis / Kuprioniškės, Vilnius, Lithuania

1 connected signal

InfrastructureRemaining requirement unknownConfirmed · high evidence confidence

Delivered Kuprioniškės connection strengthens—but does not allocate—the High-Tech Hill AI data-centre trail

Litgrid completed and energised the Kuprioniškės 110 kV connection for High-Tech Hill in September 2026 while Lithuanian authorities continued to place an AI data centre in a later park phase.

Event: 16 Sept 2026Reviewed: 13 Oct 2026Location scope: site

Affected location: High-Tech Hill, Liepkalnis / Kuprioniškės, Vilnius, Lithuania

Companies: Teltonika group / High-Tech Hill (technology-park sponsor and stated AI data-centre programme sponsor); Litgrid (transmission-system operator and Kuprioniškės connection-project owner); ESO (distribution-system infrastructure operator at the Kuprioniškės substation); AB Kauno tiltai (contractor named by Litgrid for the transmission connection works)

Why it matters · research interpretationThis connects a named future compute use to delivered site-area electrical infrastructure and an adopted industrial expansion plan, moving the location beyond a generic policy announcement. The parcel conflict is equally material: it prevents the earlier concept map from being mistaken for a current project boundary.

What remains uncertain: The 58 MW is the whole technology park's connection-condition demand, not data-centre import or spare capacity. Each 63 MVA figure is an equipment nameplate and must not be summed or converted to IT load. No project-specific grid allocation, planning application, current parcel, operator, customer, fibre handoff, water/cooling solution, construction start or programme is established.

Next investigation: Identify the current AI data-centre parcel and project SPV in Vilnius/TPDRIS/Infostatyba records, then obtain a phase-specific ESO/Litgrid demand allocation, current title/control, carrier entries, project-level environmental and water evidence, customer purpose and contractor appointments. Test whether Svylos g. 12 has been fully superseded rather than assuming relocation within the 14.82 ha plan area.

Evidence, source rights and connected records

Underlying evidence

Litgrid states that a new 110 kV switchyard, two 110 kV cable circuits and network reconstruction now support up to 58 MW under the technology park's connection conditions. The 7.5 km double-circuit route and two individual 63 MVA 110/10 kV transformers are delivered infrastructure. Separately, the Ministry of Economy and Innovation and National Land Service identify an AI data centre in the wider High-Tech Hill programme. A 2023 concept placed it at Svylos g. 12, but a later municipal proposal assigns that parcel to manufacturing, leaving the current data-centre red line unresolved.

Reported quantities, kept in their stated scope

  • 58 MW park-wide demand · Maximum demand under the technology park's connection conditions; not an AI data-centre allocation, spare capacity, import entitlement for third parties or IT load. · Source
  • 63 MVA transformer nameplate · Rating of each of the two ESO-operated 110/10 kV transformers; equipment nameplates are not summed or treated as firm data-centre import. · Source
  • 7.5 km double-circuit 110 kV route · Litgrid's completed cable-route length for the park connection; route length is not capacity or proof of an AI data-centre allocation. · Source
  • 14.82 ha plan area · Svylos Street expansion planning area; not a verified data-centre parcel or net developable site area. · Source

Sources and reuse

Connections between signals are research context. They do not establish land availability, spare import capacity, a transferable grid right, an open customer requirement or commissioned fibre access.