๐ซ๐ท
France
84
โ Open โ Primary Market
Grid connection: 18โ36 months brownfield
Power: Nuclear โฌ50โ70/MWh ยท 24/7 ยท 70% of mix
Sites: 63 govt + 40+ proprietary brownfield
Regulation: RTE fast-track ยท Choose France 2026
Capital committed: SoftBank โฌ75B ยท Ardian โฌ5B ยท Nebius โฌ8B
Power: Nuclear โฌ50โ70/MWh ยท 24/7 ยท 70% of mix
Sites: 63 govt + 40+ proprietary brownfield
Regulation: RTE fast-track ยท Choose France 2026
Capital committed: SoftBank โฌ75B ยท Ardian โฌ5B ยท Nebius โฌ8B
Score limited to 84 due to some greenfield delays
๐ธ๐ช
Sweden
71
โ Open โ Hydro Power
Grid connection: 12โ24 months on available sites
Power: Hydro dominated ยท low carbon ยท competitive
Sites: Limited vs France but quality projects
Nebius: โฌ8B AI commitment ยท Skellefteรฅ campus
Kalyana Invest: active pipeline Scandinavie
Power: Hydro dominated ยท low carbon ยท competitive
Sites: Limited vs France but quality projects
Nebius: โฌ8B AI commitment ยท Skellefteรฅ campus
Kalyana Invest: active pipeline Scandinavie
๐ต๐ฑ
Poland
58
โ Emerging โ Watch
Grid connection: 18โ36 months on industrial sites
Power: Coal-heavy (carbon risk) ยท transitioning
Sites: Former heavy industry ยท Silesia corridor
Cost: Lower land and construction costs
Risk: Political stability, EU alignment concerns
Power: Coal-heavy (carbon risk) ยท transitioning
Sites: Former heavy industry ยท Silesia corridor
Cost: Lower land and construction costs
Risk: Political stability, EU alignment concerns
๐ช๐ธ
Spain
44
โ Caution โ Grid Fragility
Grid connection: 2โ4 years ยท improving
Power: 2025 blackout highlights grid fragility
Sites: Some renewable-adjacent industrial land
Climate: Cooling challenge at high density
Market: Growing but infrastructure lagging demand
Power: 2025 blackout highlights grid fragility
Sites: Some renewable-adjacent industrial land
Climate: Cooling challenge at high density
Market: Growing but infrastructure lagging demand
๐ง๐ช
Belgium
41
โ Caution โ Transitional
Grid connection: 2โ5 years ยท Elia queue growing
Power: Nuclear restart (Doel 4) positive signal
Sites: Former industrial Wallonie corridor
Connectivity: Cross-border fiber to FR/NL/DE
Risk: Regulatory uncertainty on nuclear policy
Power: Nuclear restart (Doel 4) positive signal
Sites: Former industrial Wallonie corridor
Connectivity: Cross-border fiber to FR/NL/DE
Risk: Regulatory uncertainty on nuclear policy
๐ฉ๐ฐ
Denmark
38
โ Caution โ Renewable Intermittency
Grid connection: 18โ30 months certain zones
Power: Wind-heavy ยท intermittent for 24/7 AI
Sites: Limited brownfield ยท coastal
Strength: Inopower heat solutions ecosystem
Challenge: Firm baseload availability for AI
Power: Wind-heavy ยท intermittent for 24/7 AI
Sites: Limited brownfield ยท coastal
Strength: Inopower heat solutions ecosystem
Challenge: Firm baseload availability for AI
๐ฌ๐ง
United Kingdom
29
๐ด Restricted โ Severe Constraints
Grid connection: Multi-year queues ยท London severe
Power: ยฃ80โ110/MWh ยท high and volatile
Sites: Limited available industrial land (London)
Brexit: EU supply chain complications
Slough/London: Effectively at capacity
Power: ยฃ80โ110/MWh ยท high and volatile
Sites: Limited available industrial land (London)
Brexit: EU supply chain complications
Slough/London: Effectively at capacity
๐ฎ๐ช
Ireland
12
๐ด Closed โ Moratorium 2028
Grid: De facto moratorium until 2028
Data centers: Already >20% of national electricity
Power: Grid operator (EirGrid) refusing new DCs
No new large-scale DC connections available
Score reflects 2024โ2028 window only
Data centers: Already >20% of national electricity
Power: Grid operator (EirGrid) refusing new DCs
No new large-scale DC connections available
Score reflects 2024โ2028 window only
๐ณ๐ฑ
Netherlands
8
๐ด Closed โ Banned Until 2030
Grid: New connections effectively banned until 2030
Amsterdam AMS-IX: saturated ยท no capacity
Government: Active measures to block new DCs
Energy: Tennet grid at capacity in western NL
Score reflects 2024โ2030 window
Amsterdam AMS-IX: saturated ยท no capacity
Government: Active measures to block new DCs
Energy: Tennet grid at capacity in western NL
Score reflects 2024โ2030 window
๐ฉ๐ช
Germany (Frankfurt)
11
๐ด Closed โ Banned Until 2030
Grid: Frankfurt new connections banned until 2030
Power: โฌ90โ120/MWh ยท highest in Europe
Coal exit: Grid reliability concerns 2024โ2026
Other regions: Munich, Berlin also constrained
Score reflects Frankfurt hub only
Power: โฌ90โ120/MWh ยท highest in Europe
Coal exit: Grid reliability concerns 2024โ2026
Other regions: Munich, Berlin also constrained
Score reflects Frankfurt hub only
Score Methodology โ 5 Factors, 20 Points Each
1. Grid connection timeline (0=10+ years, 20=<18 months)
2. Power cost and stability (0=>โฌ100/MWh volatile, 20=<โฌ60/MWh stable 24/7)
3. Regulatory environment (0=moratoria/bans, 20=active fast-track programme)
4. Brownfield site availability (0=none mapped, 20=large proprietary database)
5. Active market development (0=no recent commitments, 20=major hyperscaler commitments 2025-2026)
Score updated monthly. Reflects conditions for AI data center deployment specifically โ not general data center or renewable energy deployment.
1. Grid connection timeline (0=10+ years, 20=<18 months)
2. Power cost and stability (0=>โฌ100/MWh volatile, 20=<โฌ60/MWh stable 24/7)
3. Regulatory environment (0=moratoria/bans, 20=active fast-track programme)
4. Brownfield site availability (0=none mapped, 20=large proprietary database)
5. Active market development (0=no recent commitments, 20=major hyperscaler commitments 2025-2026)
Score updated monthly. Reflects conditions for AI data center deployment specifically โ not general data center or renewable energy deployment.
Bottleneck Tracker โ ยท Full Methodology โ ยท AI Data Center France โ