Topic
Data Centre Power and Permitting
Within the Topic facet, Data Centre Power and Permitting topic intelligence connects articles that share a specific subject, signal focus, or monitoring theme. The page gives readers a richer path through related reporting, source evidence, market actors, and infrastructure implications, with enough context to understand why the topic matters across company movements, governance decisions, regional exposure, and operational risk. Readers can compare recurring signals, affected organisations, public evidence, market context, service continuity, procurement, competition, compliance, and strategic planning questions behind the subject instead of stopping at a thin list of matching articles. It explains what the topic covers, which infrastructure actors or policies are involved, what evidence supports the coverage, and why the subject may matter for operators, customers, investors, and policy readers.

Academics
Ulrich Speidel Found the Gap Between Solar Power and an Unbroken Internet
The panels may keep generating, the battery may have charge, and the router can still reboot. Speidel puts the missing seconds in the middle of the power plan.

North America Datacenter Trends
Dominion Wants Four Years of $10 Credits. Some Data Centres Would Lose Their Cut.
A merger can offer customers a large cheque and still leave the hard question in the small print: whose name comes off the list? Dominion and NextEra's revised Virginia offer would keep a $10 monthly residential bill credit running for four years by redirecting credits otherwise…

Global Datacenter Trends
Bloom Promised Suppliers $5.8 Billion. Its Customer Schedule Has Another Clock.
Bloom Energy can lock in components faster than a customer can install a power system. Its September filing puts a large, dated number on the first clock. The second runs through deposits, project milestones, acceptance and a revenue base concentrated in two buyers.

Global Datacenter Trends
Equinix Has a $2.4bn Purchase Bill. Some Power Contracts Escape the Total.
The data-centre operator counted about $2.4 billion of non-capital purchase commitments, including power and other orders. Its SEC filing also describes multi-year power deals whose future spend cannot be put in the schedule because prices vary or volumes lack a minimum. The…

Global Datacenter Trends
Vertiv Bought the Switchboard for $1.45bn. The Faster-Power Claim Still Needs a Site.
Vertiv has completed its purchase of UtilityInnovation Group, moving from equipment around a data centre's power problem toward the controls that decide how onsite supply, storage and the grid work together. The cheque has cleared. The promised shorter wait for electricity has…

CASE FILE
One Day Apart, Different Rule: England’s 10% Test Starts with 2 November DCOs
England’s new biodiversity-gain rule draws a hard line at the date a development-consent application is filed. A covered application submitted on 1 November stays outside the new mandatory 10% objective; a new application from 2 November must include an outline plan and proposed…

Europe and Middle East Datacenter Trends
The Planning Gate Has 100 MW. The Strategic-Power Gate Still Lacks an Entry Test.
England’s draft National Policy Statement gives the national-consent route an indicative 100 MW threshold. A separate Treasury Covenant promises grid and planning support for “strategic” data centres, while the government says the definition and additional criteria for that…

North America Datacenter Trends
Exelon’s 37 GW request list comes with a 6 GW 2031 demand forecast
Exelon has put 37 GW of large-load requests before PJM. Its September filing marks 12 GW of capacity as high probability, including projects already in service, then forecasts about 6 GW of demand in 2031. The market story sits in the conversion rules, the service dates and the…

Asia-Pacific Datacenter Trends
Who pays if Australia builds for a data-centre load that never arrives?
AEMC’s new consultation puts a hard question behind the data-centre boom: if a large connection drives network work but the promised demand shrinks or disappears, where does the bill land?

North America Datacenter Trends
PGE signed for up to 420 MW. Full load waits until 2033.
Portland General Electric says its 2026 executed contract is not under construction: energization is expected in 2028, with a ramp to full capacity in 2033. On the same slide, 473 MW for five data-centre customers is already under construction, while another 1.3 GW sits in a…

Global Datacenter Trends
GE Vernova has 122 GW in the queue. Five GW left the factory.
The gas-turbine pipeline grew, but its stages moved at different speeds: 8 GW of new reservations, 13 GW promoted to orders and 5 GW shipped. The gap is the manufacturing job ahead.

North America Datacenter Trends
AEP has a $100bn grid plan. Its $21bn bill promise lives in a smaller ledger.
American Electric Power wants to build for 84GW of contracted future load and spend $100 billion over five years. The residential-cost protection it advertises comes from a narrower set of take-or-pay deals. The gap between a system-wide build and a contract-specific bill promise…

Global Datacenter Trends
GE Vernova pays $9 billion for Trench. The multiple lives in 2028.
GE Vernova wants the grid parts that its own expansion will need. The price is immediate on closing; the earnings yardstick is two years away. Trench's factories, order book and Charlotte ramp make that gap a test of production, not a slogan about electricity demand.

North America Datacenter Trends
PPL's $11m aid bill starts at 69,000 volts
From January, PPL Electric Utilities will assign $11 million a year of household-assistance costs to its LP-6 large-load class. Voltage, demand and a classification petition determine which projects enter that paying group.

North America Datacenter Trends
Enphase has an 800-volt lab result and a 2028 sales clock
Enphase can now show an 800-volt output in its Austin laboratory. Its customers still have to put a transformer through a data-centre pilot, and its core business has to finance the journey. The same Tuesday that delivered the power-electronics milestone also delivered a 29% fall…

North America Datacenter Trends
Digital Realty offers De Soto $20m while lining up 600MW
A data-centre campus can buy power years before its neighbours see a benefit. The developer has promised household credits and said it will fund its own grid connection. The city still has to turn those promises into terms residents can read.

North America Datacenter Trends
Hubbell’s electrical boom was 57% bought, 43% built
Hubbell’s Electrical Solutions sales jumped 51.2% in the third quarter, the sort of number that makes a factory sound like a slot machine. The company’s own bridge is less magical: $162.5 million of the $286.1 million increase came from acquisitions, $123.1 million from organic…

Latin America and Caribbean Datacenter Trends
Redata has a 10% fork: Brazil’s market, or another R&D bill
Brazil’s new data-centre tax regime puts a choice inside its 10% domestic-supply rule: make qualifying capacity available at home, or spend an additional 10% of eligible equipment value on research. The difference will live in the accounting, the regulations and, eventually, the…

Latin America and Caribbean Datacenter Trends
One future data centre takes 88% of the bill. The export forecast takes five.
Brazil has approved a R$181.7bn Voltalia data-centre project in Pecém. It dominates a five-project investment package, but the government’s R$40bn annual export forecast belongs to the whole ensemble.

Asia-Pacific Datacenter Trends
Kobe’s data-centre tunnel rents for ¥37 a square metre. The expensive part is still missing.
Kobe has leased a 17,000-square-metre stretch of a former conveyor tunnel for ¥7.57 million a year. That is about ¥37 per square metre a month. The project’s future 20 MW target sounds grander; the conversion bill, first power tranche and customer contracts are the figures that…
