FIUFIRST INTELLIGENCE
UTILITY

THE EUROPEAN GROWTH REQUIREMENT

A continent-scale need.
A site-by-site solution.

Europe’s computing ambitions are becoming a physical development challenge. More capacity must be built, supplied with reliable electricity and connected to the customers who need it. FIU starts with the sites where those requirements can come together.

Partner with us

MARKET INDICATORS

Public market context · September 2026

EU / CAPACITY FORECAST

12 to 28GWFrom 2025 to 2030

The European Commission expects installed EU data-centre capacity to rise from approximately 12 GW in 2025 to around 28 GW by 2030. That implies roughly 16 GW of additional capacity, with a power and development requirement behind every campus. [1]

EU / POLICY AMBITION

at leastEU capacity ambition

The Commission’s June 2026 proposal for the Cloud and AI Development Act sets out an ambition to at least triple EU data-centre capacity within five to seven years. This is a policy objective, rather than committed construction. [2]

EUROPE / Q2 2026 SUPPLY

63%New supply outside established hubs

In Q2 2026, 63% of new European colocation and hyperscaler self-build capacity reported by CBRE was delivered outside Frankfurt, London, Amsterdam, Paris and Dublin. [3]

These indicators use their publishers’ own geographies and definitions. The EU forecast, EU policy ambition and wider European quarterly supply figures are distinct measures.

WHERE GROWTH CAN HAPPEN

Power is changing
the map.

The established hubs remain important, but expansion is broadening into locations where power and land are available.

JLL reports lead times of up to ten years in primary markets serving latency-sensitive workloads. Location still matters; the right site depends on both the power available and the customer’s requirements. [4]

For FIU, the opportunity is to bring suitable electrical sites into productive use: qualify the connection, establish the power supply, secure the necessary permissions and develop around a customer’s requirements.

Market growth establishes the scale of the opportunity.
The investment case is made at each site.

FROM AMBITION TO DELIVERY

The next phase
of growth needs
a power plan.

01

Europe is expanding its compute base.

Published forecasts and European policy point towards substantial additional capacity. The challenge is to deliver sites that can support it, with reliable electricity and a viable development programme. [1][2]

02

New locations are becoming part of the market.

Power availability is broadening the map of development. FIU assesses both proximity to established customers and the opportunities created by suitable electrical sites elsewhere. [3][4]

03

Energy performance is becoming more visible.

EU reporting rules require qualifying data centres to report energy and sustainability indicators. National connection policies, including Ireland’s, add local requirements. We incorporate power evidence and jurisdiction-specific requirements from the start. [5][6]

PARTNER WITH US

The right site.
The right partners.

01

Utilities, battery developers and landowners

Explore a new use for your electrical position. We assess the route to data-centre demand and agree an acquisition or partnership around the rights, investment and development work required.

Submit a site
02

Operators, tenants and AI model companies

Bring your capacity, location and service requirements. We develop powered infrastructure around your needs, with defined delivery obligations and the freedom to arrange your own compute equipment.

Discuss capacity
03

Public bodies and capital partners

Work with us on infrastructure that supports regional development and meets customer requirements for location and control. We structure investment around asset life, contracted income and clear operating responsibilities.

Discuss a partnership

Sources & context

Checked 6 September 2026.
Forecasts and policy objectives are not guarantees of future capacity.

  1. [1]

    European Commission

    Strategic Roadmap for Digitalisation and AI in the Energy Sector (opens in a new tab)

    COM(2026) 501 final · 3 June 2026

    Installed EU data-centre capacity: approximately 12 GW in 2025 and around 28 GW by 2030. The approximately 16 GW increase is the difference between those rounded figures.

  2. [2]

    European Commission

    Cloud computing — Cloud and AI Development Act (opens in a new tab)

    June 2026 proposal · Policy ambition

    An ambition to at least triple EU data-centre capacity within five to seven years. This policy objective is separate from the 2030 forecast.

  3. [3]

    CBRE Research

    European Data Centres Figures Q2 2026 (opens in a new tab)

    17 August 2026 · Report page 2, Supply

    The 63% figure covers new European colocation and hyperscaler self-build supply delivered outside Frankfurt, London, Amsterdam, Paris and Dublin in Q2 2026.

    View report, page 2 (PDF, opens in a new tab)
  4. [4]

    JLL Research

    EMEA data centre mid-year 2026 report (opens in a new tab)

    3 August 2026

    JLL describes growth beyond the core hubs and lead times of up to ten years in primary markets serving latency-bound workloads.

  5. [5]

    European Commission

    Energy performance of data centres (opens in a new tab)

    Energy Efficiency Directive · EU reporting framework

    The reporting framework covers energy performance and water use. Delegated Regulation (EU) 2024/1364 applies to data centres with installed IT power demand of at least 500 kW.

  6. [6]

    Commission for Regulation of Utilities, Ireland

    Decision on new electricity connection policy for data centres (opens in a new tab)

    12 December 2025 · Ireland-specific policy

    An example of national connection conditions concerning generation, renewable electricity and network location. It is not a Europe-wide connection rule.