EMEA Infrawatch: EU’s €300bn data centre gap
Cameron Page2026-06-23T09:56:00
Analyst Briefing: Latest on EMEA digital infra, including news of huge investment needs for data centre expansion in the EU, talks between Vodafone and PPC to create scaled fibre challenger in Greece, and blocking of The Netherlands’ Glaspoort from acquiring DELTA Fiber assets.
This article includes:
- Organisations: A15; ACS; Allianz Capital Partners; Altice; APG; Axian Telecom; AXA Investment Managers; Blue Origin; Brookfield; Brookfield Asset Management; Compass Datacenters; CyrusOne; Data4; DayOne; DELTA Fiber; Deutsche Telekom; DigitalBridge; Energy Capital Partners; Eutelsat; European Bank for Reconstruction and Development (EBRD); European Commission (EC); European Edge Continuum; European Union; Fiber2All; Glaspoort; Global Technical Realty; GlobalConnect; Gulf Data Hub; Hassan Allam Digital Infrastructure; Hassan Allam Holding; Helix Digital Infrastructure; Hillhouse Investment; Indus Towers; KKR; Kuwait Investment Authority; Mercury; National Telecommunications Regulatory Authority; Nebius; NVIDIA; Nxera; OMERS Infrastructure; Ooredoo; Ooredoo Qatar; Orange; PPC; PPC FiberGrid; SoftBank; SpaceMobile; ST Telemedia Global Data Centres; TASC Towers; Telecom Italia; Telefónica; Telefónica Deutschland; Usinor; Vauban Infrastructure Partners; Vistra; Vodafone; Vodafone Germany; Vodafone Greece; William Blair; XpFibre; Zain.
- Geographies: Africa; Algeria; Angola; Asia-Pacific; China; Egypt; Europe; Finland; France; Germany; Greece; Iraq; Jordan; Kenya; Kuwait; Middle East; Netherlands; Qatar; Senegal; Singapore; Spain; Tunisia; USA.
- People: María Concetta Carnuccio; Mohamed Magdy Allam; Scott Wisniewski.
- Themes: 2G switch-off; AI factory; AI gigafactory; cloud computing; cloud-edge continuum; colocation; data centres; digital infrastructure; direct-to-device; fibre backhaul; fibre networks; hyperscale data centres; mobile infrastructure; network modernisation; power generation; satellite connectivity; towerco; wholesale access.