Monday, 17 August 2026Europe · Analysis
Independent · Brussels & Berlin
Person
Head of global listed infrastructure, Van Lanschot Kempen
Fund managers warn the bloc faces a fundamental choice between powering data centres and meeting emissions goals, with recent policy delays suggesting climate commitments are already softening.
Fragmented grids and strict regulation slow European builds, but analysts argue scarcity creates long-term value and forces design flexibility that US hyperscalers may later need.
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