Energy Supply

Europe’s data‑center market, long seen as lagging, can turn its regulatory and power‑supply constraints into strengths as AI drives a global capacity boom. While the US will lead spending, Europe aims to double its capacity, focusing on regions with abundant renewable power (e.g., Nordics, Spain) and faster grid connections. Policies are shifting to prioritize ready projects and support AI‑inference, a high‑density, low‑latency niche. Tight environmental and community rules may raise costs but create higher‑quality, resilient assets, offering investors durable returns amid the AI surge.