Power Constraints Hinder European Data Center Expansion, BB Capital Analysis Shows

• Antin expects the colocation data center market to grow nearly 10% annually, according to analysis published November 5, 2026.
• Electricity availability is Europe's biggest development constraint; contracted grid capacity does not guarantee supply.
• Expanding existing facilities can offer more attractive investment opportunities where additional power becomes available faster than at new sites.
• AI inference is driving demand for smaller facilities, but speculative construction risks excess capacity or mismatches with future requirements.
• Colocation operators with diversified customers face less concentration risk than facilities dependent on one large AI customer or a specific technology.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. BB Capital BV published the original content used to generate this news brief on November 05, 2026, and is solely responsible for the information contained therein.