What the pipeline is telling us.

Analysis written from the tracked data. Explore the linked project records and original sources.

Money: who funds the buildout › Rankings: the biggest bets › Field guide ›

17 August 2026

Italy is Europe's new battleground

Two gigawatts of known capacity, a government fast-track that overrides local councils, and villagers marching against it. The fight itself is the signal.

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16 August 2026

Built on coalfields

Europe's AI capacity is rising where heavy industry used to stand: power stations, paper mills, car plants and airbases. The pattern is no accident, and it tells you where the next campus will land.

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16 August 2026

The Narvik reversal

How Europe's flagship AI gigafactory lost OpenAI and gained Microsoft in under a year, and what an announcement is actually worth.

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16 August 2026

The Aragon land rush

EUR 40bn+ from two hyperscalers in one Spanish region. Why Aragon, why now, and which packages follow the money.

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