IQ-EQ Study Warns of Grid Connection Delays for AI Data Centre Investors
A new study by IQ-EQ and the Sustainable Real Estate Forum (SREF) warns that investors in AI data centre infrastructure face significant execution risks due to a widening gap between facility construction and power availability. While data centres can be built within two to three years, grid connections in major European hubs can take seven to ten years, creating a mismatch between tenant demand and operational capacity. The report highlights that 'secured power' is often poorly defined, ranging from mere connection requests to fully tested live grids. As regulatory environments shift—such as the EU's proposed Cloud and AI Development Act and stricter grid access rules in Great Britain and the Netherlands—investors are urged to implement more rigorous energy due diligence and governance frameworks to protect asset valuations.
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Topics: AI Infrastructure Data Centers Energy Transition Grid Connection Risks Real Estate Investment