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Energy, Batteries and Data Centers: Monsson’s Integrated Model for Turning Energy Hubs into Digital Poles

The data center industry is going through a moment similar to that of renewable energy two decades ago: an accelerated technological wave, a significant need for capital, and a regulatory framework that must keep pace with investments. In this context, Monsson is betting on an integrated model – renewable energy, battery storage (BESS), and co-located data centers – to position Romania on the European map of critical infrastructure for AI and cloud.

In this interview, Sebastian Enache, Head of M&A at Monsson, explains the lessons learned from the development of the renewable market, the role of storage in supporting large energy consumers, and the company’s ambition to build a scalable data center platform of up to 200 MW across several strategic regions of the country.

As additional information, Sebastian Enache will also take the stage at DataCenter Forum 2026, where he will join a panel discussing the same parallel between the energy sector and the data center industry.

 

DataCenter Forum: In renewable energy, Romania has gone through stages of maturation and standardization. What lessons from the development of the renewable energy market do you believe could be applied to the local data center industry, especially in terms of permitting and grid integration?

 

Sebastian Enache, Head of M&A, Monsson: In renewable energy, Romania began shaping a strategic direction as early as 1999, and in 2003 the first large-capacity wind turbines for that time were installed. Although there were also discussions about photovoltaic parks, solar technology was not yet sufficiently advanced or competitive, so priority was given to wind power, which was the most efficient solution in that context. After nearly 25 years, we can see that both technologies have evolved significantly, are standardized, bankable, and almost equally widespread.

The main lesson is that every technological wave has critical, strategic moments when the regulatory framework, administrative capacity, and investors’ courage make the difference between stagnation and acceleration. In the early 2000s, everyone was talking about renewables, but few had real experience, the legislation was incomplete, and permitting processes were unclear. Only a handful of courageous investors chose to enter an immature sector, assuming significant risks.

Today, I see a clear parallel with the data center industry. If in renewables we are talking about large-scale equipment with a lifespan of 20–40 years that must generate energy in a stable and predictable manner, in the data center space we are discussing equally complex, long-term critical infrastructure that hosts technologies changing every two to three years. Servers can be replaced relatively quickly, but the energy, cooling, and connectivity infrastructure remains a long-term investment and requires legislative and operational predictability.

From the renewable sector’s experience, an essential lesson for data centers is the importance of a clear, coherent, and digitalized permitting process, as well as a transparent grid integration strategy. A lack of coordination between investors, grid operators, and authorities can delay critical projects for years. Conversely, forward planning of grid capacity and the designation of priority development zones can accelerate investments and reduce risks.

I believe there is a natural convergence between the two industries. Data center professionals need to collaborate actively with authorities, not only to highlight the importance of these investments but also to contribute to shaping a legislative framework adapted to technological realities. Fast construction, efficient grid connection, and location in suitable areas with robust energy infrastructure are critical elements if Romania is to capitalize on this new wave of development, just as it ultimately did in the renewable energy sector.

 

DCF: There is strong interest at Data Center Forum in sustainable investments. How do you see the role of energy storage (BESS) and renewable sources in supporting the operations of energy-intensive data centers – for example those dedicated to AI or cloud – in Romania and Europe?

 

Sebastian-Enache

Sebastian Enache

Sebastian Enache: The interest in sustainable investments in the data center sector is natural, especially given the accelerated growth in consumption driven by AI and cloud. From my perspective, battery energy storage systems (BESS) and renewable sources will play an essential role in supporting these operations in Romania and across Europe.

BESS technology is relatively new at large scale, but over the past five years it has experienced spectacular development, both technologically and economically. If in the past integrating a storage system was not financially feasible for most projects, today almost all modern wind and photovoltaic parks include BESS, and in parallel we are seeing the development of stand-alone systems dedicated to ancillary services. BESS is no longer just an add-on; it is an element that provides flexibility, stability, and predictability to the grid.

In this context, the parallel with data centers is evident. Until recently, BESS was not perceived as an essential component for a data center, where the focus was on traditional redundancy – diesel generators and UPS systems. However, as consumption grows and energy price volatility becomes a reality, storage systems will, in my view, become a standard component. Why? Because they enable cost optimization by purchasing energy at lower prices during surplus periods and using it during peak intervals. At the same time, they provide an additional layer of redundancy and can support the direct integration of local renewable generation.

Moreover, BESS facilitates the efficient connection of a data center to a green energy mix, reducing grid impact and increasing operational stability. For AI data centers, where power demand is high and constant, the combination of renewables, storage, and intelligent energy management can make the difference between a bankable project and one vulnerable to price and availability risks.

Monsson’s vision is clear: a data center is better positioned next to a renewable energy hub integrated with storage capacity than as an isolated consumer on the grid. By correlating the initial investment in generation and storage with the data center’s consumption profile, the overall project return can increase significantly – our estimates indicate a potential uplift of over 25%. In this way, sustainability is not just a branding objective, but a real competitive advantage.

 

DCF: Monsson is primarily known for its renewable energy and storage projects. What determined you to expand into data center infrastructure, and what synergies do you see between these two industries? (I’m thinking of the integrated model of energy + batteries + data centers.)

 

Sebastian Enache: I know Monsson is mainly recognized for developing renewable energy and storage projects, but expanding into data center infrastructure represents a natural evolution of our vision. As I mentioned earlier, our objective is to attract as much relevant energy consumption as possible in proximity to our production hubs. We believe the future belongs to the integrated model – energy + batteries + data centers.

In essence, the key is to bring consumption closer to production. In the traditional model, energy is generated in one area, transported over long distances, and consumed elsewhere, which involves losses, high grid-connection costs, and additional pressure on the network. By positioning data centers near wind and photovoltaic parks, integrated with BESS systems, we can optimize the entire investment chain. We reduce transport infrastructure costs, shorten implementation timelines, and create a far more efficient energy ecosystem.

For the data center developer, the advantage is strategic: access to competitive, predictable, and increasingly important green energy. For us, as a developer of renewable generation and storage capacity, integrating a large and constant consumer such as a data center increases the project’s financial stability and improves investment returns. Essentially, we are talking about an additional layer of optimization for all parties involved.

The synergies are also evident from a technical perspective. Batteries enable the balancing of renewable production and adaptation to the data center’s consumption profile. At the same time, the data center provides relatively stable demand, which supports the monetization of energy projects. In such a model, the national grid becomes a partner rather than the sole solution, and the pressure on public infrastructure is reduced.

We see this integrated model as a competitive advantage for Romania. As Europe searches for locations to develop AI and cloud capacity, the availability of large-scale green energy is a key criterion. If we can offer investors an integrated package – land, renewable energy, storage, and fast connection solutions – then we can transform energy hubs into digital poles.

For Monsson, this expansion does not mean stepping outside our area of expertise, but rather leveraging it in a more complex and efficient way. We believe the future of critical infrastructure is integrated, and the combination of energy, batteries, and data centers is a logical step in that direction.

 

DCF: Developing a 50 MW pilot data center in Romania is an ambitious undertaking. What are the main similarities and differences between investment dynamics in renewable energy and in data centers – from the perspective of regulation, financing, and scalability?

 

Sebastian Enache: Developing a 50 MW pilot data center is indeed an ambitious step, but from our perspective it is built on a solid foundation. We already have a 50 MW grid connection capacity through our hybrid project in Mireasa, where we operate 50 MW of wind, 35 MW of photovoltaic, and approximately 200 MWh of batteries. This combination provides ideal conditions to support a large-consumption data center safely and over the long term.

In terms of similarities, both renewable energy and data center investments are capital-intensive, depend on grid access, and require legislative and contractual predictability to be bankable. In both cases, investors look for regulatory stability, revenue visibility, and a clear development horizon.

The differences lie in technological dynamics and the regulatory framework. Renewable energy today benefits from a mature legislative environment, while for data centers there is not yet specific legislation or clearly defined zones where development is prioritized. This is why we aim to collaborate actively with authorities to help create a predictable and competitive framework.

We are engaging in this sector to support the development of the local data center industry and, just as we were pioneers in large-scale renewable energy projects, we aim to be among the first to build an integrated model in this industry as well.

 

DCF: Is the 50 MW pilot project just the beginning, or does it represent a replicable model? What plans do you have to transform this initiative into a broader expansion platform in the region?

 

Sebastian Enache: The 50 MW pilot project is not an isolated initiative, but the starting point of a replicable model that we intend to expand nationally and regionally. Our strategy targets the development of data centers with capacities between 50 MW and 200 MW in seven strategic areas of Romania, including Constanța, Satu Mare, and Arad. The selection of these locations is based both on access to robust energy infrastructure and on geographic positioning and connectivity to transport networks and fiber-optic infrastructure.

Our objective is to build an integrated platform in which renewable energy, battery storage, and large-scale consumption—represented by data centers—operate within an optimized ecosystem. The 50 MW model can be naturally scaled to 100 or 200 MW, following the same logic: local energy production, storage capacity, and infrastructure designed for phased expansion.

We aim to leverage Romania’s strategic geopolitical position. Although most data centers are currently concentrated in Western Europe, we see clear signals that Central and Eastern Europe, including Romania, can become a relevant hub for AI, cloud, and digital infrastructure. Through this platform, we intend to position Romania as a central point on Europe’s new digital map.

 

DCF: What are the biggest challenges you anticipate in integrating data centers with existing renewable energy and storage networks – from a technical, operational, or regulatory perspective?

 

Sebastian Enache: Challenges exist and will always exist when we talk about large-scale critical infrastructure. Integrating data centers with existing renewable energy and storage networks brings both opportunities and technical, operational, and regulatory challenges.

From a technical standpoint, the main challenge is grid capacity and managing energy flows in a stable and predictable manner. Data centers, especially those dedicated to AI or cloud, have high and constant consumption, and the grid must be able to support these loads without creating imbalances. However, a major advantage is that existing renewable projects are already connected to the grid and, in many cases, include BESS systems. This creates the conditions for co-locating data centers next to generation and storage capacity, reducing pressure on public infrastructure and offering a more efficient solution than in many other countries.

Operationally, the challenge lies in the intelligent integration of intermittent renewable production with the data center’s consumption profile. This is where batteries and advanced energy management systems come into play, ensuring flexibility, redundancy, and cost optimization.

From a regulatory perspective, permitting remains a critical point. At present, there is no dedicated framework that addresses in an integrated way the development of data centers in proximity to energy hubs. What is needed is clarity, predictability, and accelerated procedures for strategic projects.

As far as we are concerned, we bring part of the solution: grid connection capacity already available, mature technology, committed investments, and land prepared for development. The rest depends on collaboration with authorities and on investors’ appetite to capitalize on this opportunity.

Energie, baterii și centre de date: modelul integrat prin care Monsson vrea să transforme hub-urile energetice în poli digitali

Industria centrelor de date traversează un moment similar cu cel al energiei regenerabile de acum două decenii: un val tehnologic accelerat, nevoia de capital semnificativ și un cadru de reglementare care trebuie să țină pasul cu investițiile. În acest context, Monsson mizează pe un model integrat – energie regenerabilă, stocare prin baterii (BESS) și centre de date co-locate – pentru a poziționa România pe harta europeană a infrastructurii critice pentru AI și cloud.

În acest interviu, Sebastian Enache, Head of M&A Monsson, explică lecțiile învățate din dezvoltarea pieței regenerabile, rolul stocării în susținerea consumatorilor mari de energie și ambiția companiei de a dezvolta o platformă scalabilă de centre de date de până la 200 MW în mai multe regiuni strategice ale țării.

Ca informație colaterală, Sebastian Enache va fi prezent și pe scena DataCenter Forum 2026, în cadrul unui panel care va contura similitudinile și sinergiile dintre sectorul energetic și cel al centrelor de date.

 

DataCenter Forum: În energie regenerabilă, România a trecut prin etape de maturizare și standardizare. Ce lecții din dezvoltarea pieței de energie regenerabilă considerați că ar putea fi aplicate industriei de centre de date locale, mai ales în ceea ce privește autorizarea și integrarea în rețea?

 

Sebastian Enache, Head of M&A Monsson: În energie regenerabilă, România a început să construiască încă din 1999 o direcție strategică, iar în 2003 au fost instalate primele turbine eoliene de capacitate mare pentru acea vreme. Deși existau discuții și despre parcuri fotovoltaice, tehnologia solară nu era atunci suficient de performantă și competitivă, astfel că prioritatea a fost acordată eolianului, soluția cea mai eficientă în acel context. După aproape 25 de ani, vedem că ambele tehnologii au evoluat semnificativ, sunt standardizate, bancabile și aproape la fel de răspândite.

Lecția principală este că orice val tehnologic are momente critice, strategice, în care cadrul de reglementare, capacitatea administrativă și curajul investitorilor fac diferența dintre stagnare și accelerare. La începutul anilor 2000, toată lumea vorbea despre regenerabile, însă puțini aveau experiență reală, legislația era incompletă, iar procesele de autorizare erau neclare. Doar câțiva investitori curajoși au ales să intre într-un domeniu încă nematurizat, asumându-și riscuri semnificative.

Astăzi văd o paralelă evidentă cu industria centrelor de date. Dacă în regenerabile vorbim despre echipamente mari, cu durată de viață de 20–40 de ani, care trebuie să producă energie în mod stabil și predictibil, în zona de data center discutăm despre o infrastructură critică, la fel de complexă și gândită pe termen lung, dar care găzduiește tehnologii ce se schimbă la 2–3 ani. Serverele pot fi înlocuite relativ rapid, însă infrastructura energetică, de răcire și conectivitate rămâne o investiție pe termen lung și necesită predictibilitate legislativă și operațională.

Din experiența regenerabilelor, o lecție esențială pentru centrele de date este importanța unui proces de autorizare clar, coerent și digitalizat, precum și a unei strategii transparente de integrare în rețea. Lipsa de coordonare între investitori, operatori de rețea și autorități poate întârzia proiecte critice ani de zile. În schimb, planificarea anticipată a capacităților de rețea și definirea unor zone prioritare de dezvoltare pot accelera investițiile și reduce riscurile.

Consider că există o convergență naturală între cele două industrii. Profesioniștii din zona centrelor de date trebuie să colaboreze activ cu autoritățile, nu doar pentru a evidenția importanța acestor investiții, ci și pentru a contribui la definirea unui cadru legislativ adaptat realităților tehnologice. Construcția rapidă, conectarea eficientă la rețea și amplasarea în zone adecvate, cu infrastructură energetică robustă, sunt elemente critice pentru ca România să valorifice acest nou val de dezvoltare, așa cum a făcut, în cele din urmă, și în domeniul energiei regenerabile.


DCF: Există un mare interes la Data Center Forum pentru investiții durabile. Cum vedeți rolul stocării de energie (BESS) și sursele regenerabile în susținerea operațiunilor unor centre de date cu consum intensiv – de exemplu pentru AI sau cloud – în România și Europa?

 

Sebastian-Enache

Sebastian Enache: Interesul pentru investiții durabile în zona centrelor de date este firesc, mai ales în contextul creșterii accelerate a consumului generat de AI și cloud. Din perspectiva mea, stocarea energiei prin baterii (BESS) și sursele regenerabile vor juca un rol esențial în susținerea acestor operațiuni în România și în Europa.

Tehnologia BESS este relativ nouă la scară largă, însă în ultimii 5 ani a cunoscut o dezvoltare spectaculoasă, atât din punct de vedere tehnologic, cât și economic. Dacă în trecut integrarea unui sistem de stocare nu era fezabilă financiar pentru majoritatea proiectelor, astăzi aproape toate parcurile eoliene și fotovoltaice moderne includ BESS, iar în paralel vedem dezvoltarea de sisteme stand-alone dedicate serviciilor de sistem. BESS nu mai este doar un accesoriu, ci un element care oferă flexibilitate, stabilitate și predictibilitate rețelei.

În acest context, paralela cu centrele de date este evidentă. Până recent, BESS nu era perceput ca o componentă esențială pentru un data center, unde accentul era pus pe redundanță clasică – generatoare diesel și UPS-uri. Însă, pe măsură ce consumul crește și volatilitatea prețurilor energiei devine o realitate, sistemele de stocare vor deveni, în opinia mea, o componentă standard. De ce? Pentru că permit optimizarea costurilor, prin achiziția de energie la prețuri reduse în perioadele de surplus și utilizarea acesteia în intervalele de vârf. În același timp, oferă o sursă suplimentară de redundanță și pot susține integrarea directă a producției regenerabile locale.

Mai mult, BESS facilitează conectarea eficientă a unui centru de date la un mix energetic verde, reducând impactul asupra rețelei și crescând stabilitatea operațională. Pentru centrele de date AI, unde cererea de putere este mare și constantă, combinația dintre regenerabile, stocare și un management inteligent al energiei poate face diferența între un proiect bancabil și unul vulnerabil la riscuri de preț și disponibilitate.

Viziunea Monsson este clară: un centru de date este mai bine poziționat lângă un hub energetic regenerabil, integrat cu capacități de stocare, decât ca un consumator izolat în rețea. Prin corelarea investiției inițiale în producție și stocare cu profilul de consum al centrului de date, randamentul global al proiectului poate crește semnificativ – estimările noastre indică un potențial de peste 25%. În acest fel, sustenabilitatea nu este doar un obiectiv de imagine, ci devine un avantaj competitiv real.


DCF: Monsson este cunoscută în principal pentru proiectele din energie regenerabilă și stocare. Ce v-a determinat să vă extindeți spre infrastructura de centre de date și ce sinergii vedeți între aceste două industrii? (Mă gândesc la un modelul integrat de energie + baterii + centre de date)

 

Sebastian Enache: Știu, Monsson este cunoscută în principal pentru dezvoltarea de proiecte în energie regenerabilă și stocare, însă extinderea către infrastructura de centre de date reprezintă o evoluție naturală a viziunii noastre. Așa cum am menționat anterior, obiectivul nostru este să atragem cât mai mult consum energetic relevant în proximitatea hub-urilor noastre de producție. Credem că viitorul aparține modelului integrat – energie + baterii + centre de date.

În esență, secretul constă în a aduce consumul lângă producție. În modelul clasic, energia este produsă într-o zonă, transportată pe distanțe mari și consumată în altă parte, ceea ce implică pierderi, costuri ridicate de racordare și presiune suplimentară asupra rețelei. Prin poziționarea centrelor de date în apropierea parcurilor eoliene și fotovoltaice, integrate cu sisteme BESS, putem optimiza întregul lanț investițional. Reducem costurile de infrastructură de transport, scădem timpul de implementare și creăm un ecosistem energetic mult mai eficient.

Pentru dezvoltatorul de centre de date, avantajul este unul strategic: acces la energie competitivă, predictibilă și, din ce în ce mai important, verde. Pentru noi, ca dezvoltator de capacități regenerabile și stocare, integrarea unui consumator mare și constant precum un data center crește stabilitatea financiară a proiectului și îmbunătățește randamentul investiției. Practic, vorbim despre o optimizare suplimentară a investiției tuturor părților implicate.

Sinergiile sunt evidente și din perspectivă tehnică. Bateriile permit echilibrarea producției regenerabile și adaptarea la profilul de consum al centrului de date. În același timp, centrul de date oferă un consum relativ stabil, ceea ce ajută la monetizarea proiectelor energetice. Într-un astfel de model, rețeaua națională devine un partener, nu singura soluție, iar presiunea asupra infrastructurii publice este redusă.

Vedem acest model integrat ca pe un avantaj competitiv pentru România. În contextul în care Europa caută locații pentru dezvoltarea de capacități AI și cloud, disponibilitatea energiei verzi la scară mare este un criteriu esențial. Dacă putem oferi investitorilor un pachet integrat – teren, energie regenerabilă, stocare și soluții rapide de conectare – atunci putem transforma hub-urile energetice în poli digitali.

Pentru Monsson, această extindere nu înseamnă ieșirea din zona noastră de expertiză, ci valorificarea ei într-un mod mai complex și mai eficient. Credem că viitorul infrastructurii critice este unul integrat, iar combinația dintre energie, baterii și centre de date reprezintă un pas logic în această direcție.


DCF: Dezvoltarea unui centru de date pilot de 50 MW în România este un demers ambițios. Care sunt principalele asemănări și diferențe între dinamica investițiilor în energie regenerabilă și cea în centre de date – din perspectivă de reglementare, finanțare și scalabilitate?

 

Sebastian Enache: Dezvoltarea unui centru de date pilot de 50 MW este, într-adevăr, un pas ambițios, însă din perspectiva noastră el se bazează pe o fundație solidă. Capacitatea de conectare la rețea de 50 MW o avem deja prin proiectul nostru hibrid de la Mireasa, unde operăm 50 MW eolian, 35 MW fotovoltaic și aproximativ 200 MWh de baterii. Această combinație ne oferă condiții ideale pentru a susține un centru de date cu consum mare, în mod sigur și pe termen lung.

Din perspectiva asemănărilor, atât investițiile în regenerabile, cât și cele în centre de date sunt intensive în capital, depind de accesul la rețea și necesită predictibilitate legislativă și contractuală pentru a fi finanțabile. În ambele cazuri, investitorii caută stabilitate a cadrului de reglementare, vizibilitate asupra veniturilor și un orizont clar de dezvoltare.

Diferențele apar în dinamica tehnologică și în cadrul de reglementare. Energia regenerabilă beneficiază astăzi de un cadru legislativ matur, în timp ce pentru centrele de date nu există încă o legislație specifică sau zone clar definite unde dezvoltarea să fie prioritizată. De aceea, ne dorim să colaborăm activ cu autoritățile pentru a contribui la crearea unui cadru predictibil și competitiv.

Ne implicăm în această zonă pentru a sprijini dezvoltarea industriei locale de centre de date și, așa cum am fost pionieri în proiecte mari de energie regenerabilă, ne dorim să fim printre primii care construiesc un model integrat și în această industrie.


DCF: Proiectul pilot de 50 MW este doar începutul sau reprezintă un model replicabil? Ce planuri aveți pentru a transforma această inițiativă într-o platformă de extindere mai largă în regiune?

 

Sebastian-Enache

Sebastian Enache: Proiectul pilot de 50 MW nu este un demers izolat, ci începutul unui model replicabil pe care dorim să îl extindem la nivel național și regional. Strategia noastră vizează dezvoltarea unor centre de date cu capacități între 50 MW și 200 MW în 7 zone strategice ale României, printre care Constanța, Satu Mare și Arad. Alegerea acestor locații are la bază atât accesul la infrastructură energetică solidă, cât și poziționarea geografică și conectivitatea la rețelele de transport și fibră optică.

Obiectivul nostru este să construim o platformă integrată, în care energia regenerabilă, stocarea prin baterii și consumul mare – reprezentat de centrele de date – să funcționeze într-un ecosistem optimizat. Modelul dezvoltat la 50 MW poate fi scalat natural la 100 sau 200 MW, folosind aceeași logică: producție locală de energie, capacitate de stocare și infrastructură pregătită pentru extindere etapizată.

Dorim să valorificăm poziția geopolitică strategică a României. Deși în prezent majoritatea centrelor de date sunt concentrate în Europa de Vest, vedem semnale clare că Europa Centrală și de Est, inclusiv România, pot deveni un hub relevant pentru AI, cloud și infrastructură digitală. Prin această platformă, ne propunem să poziționăm România ca un punct central în noua hartă digitală a Europei.


DCF: Care sunt cele mai mari provocări pe care le anticipați în integrarea centrelor de date cu rețelele existente de energie regenerabilă și stocare – din punct de vedere tehnic, operațional sau de reglementare?

 

Sebastian Enache: Provocări există și vor exista întotdeauna atunci când vorbim despre infrastructură critică la scară mare. Integrarea centrelor de date cu rețelele existente de energie regenerabilă și stocare aduce atât oportunități, cât și provocări tehnice, operaționale și de reglementare.

Din punct de vedere tehnic, principala provocare este capacitatea rețelei și gestionarea fluxurilor de energie într-un mod stabil și predictibil. Centrele de date, în special cele dedicate AI sau cloud, au un consum mare și constant, iar rețeaua trebuie să poată susține aceste sarcini fără a crea dezechilibre. Totuși, un avantaj major este că proiectele regenerabile existente sunt deja racordate și, în multe cazuri, includ sisteme BESS. Acest lucru creează premisele pentru co-locarea centrelor de date lângă capacități de producție și stocare, reducând presiunea asupra infrastructurii publice și oferind o soluție mai eficientă decât în multe alte țări.

Operațional, provocarea este integrarea inteligentă a producției regenerabile intermitente cu profilul de consum al centrului de date. Aici intervin bateriile și sistemele avansate de management al energiei, care pot asigura flexibilitate, redundanță și optimizare a costurilor.

Din perspectivă de reglementare, autorizarea rămâne un punct critic. În prezent, nu există un cadru dedicat care să trateze integrat dezvoltarea de centre de date în proximitatea hub-urilor energetice. Este nevoie de claritate, predictibilitate și proceduri accelerate pentru proiectele strategice.

În ceea ce ne privește, venim cu o parte din soluție: capacitate de racordare deja disponibilă, tehnologie matură, investiții asumate și teren pregătit pentru dezvoltare. Restul depinde de colaborarea cu autoritățile și de apetitul investitorilor de a valorifica această oportunitate.

Romania on the Rise: Featured in the EUDCA 2026 Data Center Report

The European Data Centre Association (EUDCA) recently published the State of European Data Centres 2026 report, showing that Europe is investing heavily in its digital future: between 2026 and 2031, data centers are expected to attract €176 billion. While the FLAP-D region dominates the scene with over 6,600 MW of IT power in 2026, Central and Eastern Europe (CEE) is preparing to catch up, totaling 883 MW. Romania is mentioned three times in the report, ranking among the fastest-growing colocation markets in the region, confirming that the local digital infrastructure is entering a phase of expansion.

EUDCA 2026 Highlights Romania and CEE Growth

EUDCA 2026

In Central and Eastern Europe (CEE), Switzerland currently holds the largest IT capacity in the colocation sector (302 MW in 2026, 464 MW in 2031), but Poland could surpass it, with estimated growth from 197 MW in 2024 to 511 MW in 2031 (CAGR 15%), according to EUDCA. Poland maintains an annual growth of 15% in the hyperscale sector as well.

Alongside Poland, Romania is among the markets with the highest annual growth (14%), with IT capacity projected to increase from 27 MW in 2025 to 66 MW in 2031. Both countries are only surpassed by Croatia (30% annual growth) in the region.

EUDCA notes that although Southern Europe records the fastest growth, with Spain, Italy, and Portugal benefiting from new (transatlantic and Mediterranean) cables, cloud expansion, and renewable energy, Central and Eastern Europe shows a more varied growth pattern, with Poland and Romania leading the increase while other markets develop more slowly.

Rapid Expansion and Record Investments

According to the report, the traditional colocation market is stabilizing, while large, scalable data centers are attracting huge investments. The FLAP-D region remains Europe’s largest data center cluster, but its growth is slowing due to energy shortages, lack of land, and difficulties in obtaining permits. Development is expanding toward Northern Europe, Southern Europe, and Tier-2 cities (medium and small).

Cities such as Madrid, Milan, Warsaw, Zurich, and Brussels are becoming international hubs. However, according to the EUDCA report, limited energy access is blocking many investments, and Europe risks being unable to triple its data center capacity by 2035 as planned.

Colocation has become the engine of Europe’s digital infrastructure, with IT capacity growth projected to exceed 23.8 GW by 2031. The 27 EU member states will contribute 17.8 GW, with most of the new capacity being scale colocation.

State of European Data Centres 2026 - Opera

State of European Data Centres 2026

Key figures for 2026–2031 in Europe:
• €5–6 billion – estimated annual investments in the traditional colocation sector (retail/wholesale).
• €25–26 billion – estimated annual investments in large AI-dedicated data centers (“scale colocation”/AI hubs).
• 27% – projected annual growth of colocation data centers.

Major Socioeconomic Impact

Data centers are a pillar of the European economy: they attract billions of euros in investment and are expected to create over 300,000 new jobs. By 2031, the data center industry could support approximately 778,000 full-time employees across Europe. However, challenges remain – according to EUDCA market research, in 2025 the main obstacle for most operators in recruiting staff for data centers is the lack of specialized study programs.

The same report also notes that last year, the colocation sector contributed €53 billion to the EU GDP, and by 2031, the data center industry is expected to reach a total contribution of €137.5 billion, growing at 16.3% annually.

• At the community level, the data center sector contributes through infrastructure modernization and public-private partnerships. Increasingly, operators support green projects, such as reusing heat for urban heating networks or programs that help stabilize the electrical grid. In addition, they invest in renewable energy through long-term contracts (PPAs).

• Data centers also support digital inclusion, providing local connectivity and access to cloud services for SMEs. Examples include the 250 MW Pelagos campus in Gibraltar, which features a public leisure area, and the Microsoft community fund in Dublin (Clondalkin), which provides €100,000 annually for local digital education projects.

Sustainability for Greener Data Centers

In 2024, data centers in the European Union (colocation, hyperscale, and enterprise) consumed approximately 57.9 TWh, representing 2.1% of the EU’s total electricity consumption (the colocation sector accounts for 48% of this, or 27.6 TWh). The majority (over 90%) comes from renewable sources.

Operators primarily use Guarantees of Origin (GoOs) certificates, but long-term Power Purchase Agreements (PPAs) are gaining ground, covering 34% of total consumption. Increasingly, “high-impact GoOs” are being used, which support the construction of new solar and wind parks, align consumption with production, and integrate with the local grid, directly contributing to the development of renewable infrastructure in Europe.

Additionally, water usage is now widely monitored and measured, with most operators implementing conservation measures (e.g., optimizing cooling system controls, using recycled/non-potable water).

Key figures summarizing resource efficiency in European data centers:
• Colocation data centers have an average PUE of 1.36, hyperscale facilities are more efficient, while small enterprise facilities remain less efficient. The overall European average is 1.40.
• PUE values vary across Europe: Nordic and Baltic countries reach an average of 1.19, Northwest Europe – 1.45, and Southern Europe and Central & Eastern Europe record 1.57 and 1.54, respectively, influenced by climate, design, and infrastructure age.
• Average WUE (Water Usage Effectiveness) in colocation data centers: ~0.31 L/kWh
• 62% of operators use water-based cooling, though not necessarily at all sites.
• Germany introduced, through its national version of the Energy Efficiency Act, the first European requirement for heat reuse in new data centers.

Steady Pace of Investments in Hyperscale Data Centers

In Europe, annual investments in data centers are expected to remain around €7 billion. Announcements from hyperscalers seem to exceed this figure because they also include IT, and other related investments, with some expenditures occurring after 2031. Neocloud operators are gaining ground alongside established hyperscalers, differentiating themselves through greater architectural flexibility, higher density, and faster deployment times.

Investments in hyperscale campuses remain strong, with standard projects of 100–500 MW IT, while neocloud operators accelerate capacity delivery using pre-designed, liquid-cooling–ready modules.

Investments in hyperscale data center construction and installation (2024–2031) are projected as follows:
• 2025: Europe: €5.4 billion | EU-27: €4.1 billion
• 2026: Europe: €7.0 billion | EU-27: €5.6 billion
• 2027: Europe: €7.7 billion | EU-27: €6.2 billion

Despite regulatory, geopolitical, and cybersecurity challenges, Europe’s data center industry is accelerating, with growth showing no signs of slowing. Explore the full State of European Data Centres 2026 report for the complete insights.

Data Center Trends 2026: Industrialization Becomes Reality

 The data center sector is ramping up investments starting 2026, with a massive global impact expected: by 2030, around USD 3 trillion could be invested, according to Moody’s and JLL. Europe is keeping pace—just in 2026, the EU may invest over EUR 50 billion, while Romania, entering the scene with the Black Sea AI Gigafactory, could attract around EUR 5 billion through this project.

 The rules of the game are changing fast: speed, modularity, and optimization are becoming the new industry standards. Read on to discover the trends that will shape data centers this year.

 Data Centers Enter Industrialization: Faster, Modular, Repeatable

 

Accenture analysts predict that in 2026, the data center sector will enter a new stage: industrialization, where speed and predictability of delivery are decisive. Ambitious timelines are now the standard, and those who build quickly gain market share, although this pace accelerates costs and puts pressure on supply chains.

 Design standardization, modular construction (using standardized, off-site prefabricated units), and digital tools such as Building Information Modeling (BIM) allow for risk reduction and faster project completion, while long-term partnerships and mature supply chains become essential for success, according to Soben/Accenture.

 Data centers are no longer built as one-off projects but as repeatable products. Modularization and platform-based design mean using prefabricated components, digital models, and automated design rules to build faster and more safely. Because more components are produced in factories rather than directly on-site, they can be pre-tested so that they arrive ready for assembly and free of defects.

 

  • In 2025, Uptime Intelligence identified 30 proposals for campuses over 1 GW (https://uptimeinstitute.com/resources/research-and-reports/five-data-center-predictions-for-2026) and nearly 100 projects of hundreds of MW globally, in addition to the 200 already existing.
  • Thus, gigawatt-scale campuses are emerging, including in Europe, which require the same type of design, energy, and cooling systems that can be easily replicated from one site to another.
  • Parametric MEP (Mechanical, Electrical, Plumbing) design allows for quick changes by adjusting values rather than redoing the entire project, enabling fast, standardized, and easily expandable construction.

 

Edge Data Centers Take Off

 

Edge data centers are growing rapidly, closer to cities and industrial areas, driven by the fast adoption of 5G technology and IoT devices. According to Research and Markets, cited by Soben, the market is expected to grow from USD 15.4 billion in 2024 to USD 39.8 billion in 2030 (https://sobencc.com/news/data-centre-trends-2026/).

 The number of IoT connections is projected to increase from 19.9 billion in 2025 to 60.6 billion in 2034 (Statista), and real-time applications—telemedicine, autonomous vehicles, industrial automation—make modular edge data centers essential. Large operators are expanding their geographic presence to avoid energy grid congestion and to leverage local renewable energy sources. In 2026, location, deployment speed, and last-mile resilience therefore become key competitive advantages.

 

Power Grids Under Pressure: What Makes a Difference in 2026

 

Data center energy consumption is rising rapidly and could reach 1,050 TWh in 2026, driven by high demand for AI and GPUs, according to the International Energy Agency (IEA). In major data center markets and hubs in the U.S., Europe, and Asia, the average time to secure a connection to the public electricity grid exceeds four years. This situation puts pressure on grids, causing bottlenecks and delays, while operators are looking for hybrid and alternative solutions.

 Immediate and hybrid solutions include on-site generation (https://www.cbre.com/insights/books/european-real-estate-market-outlook-2026/data-centres) using gas (+ renewable energy), gas turbines or piston engines, microgrids, and “behind-the-meter” systems that rely on gas or fuel cells as the primary source, with the grid as backup. At the same time, operators combine green energy (solar, wind) with battery storage to increase reliability and delivery speed, according to CBRE.

  • Operators are even acquiring land near nuclear plants or repurposing former plants for local generation and storage, preparing for future technologies such as green hydrogen and small modular reactors (SMRs).
  • Additionally, they are collaborating more closely with utility providers from the feasibility stage and exploring solutions that allow the data center to become an active grid participant through large-scale storage and demand response programs.

While gas remains a practical short-term solution in the U.S., in Europe, the focus is on renewable energy and “private wire transmission” solutions (dedicated lines connecting a specific energy producer directly to a consumer). In EMEA, this mix can reduce costs by up to 40% (https://www.jll.com/en-us/insights/market-outlook/global-data-centers) compared to reliance on the public grid, according to a JLL report.

 

Cooling Technologies of the Year?

 

Liquid cooling is becoming the standard in AI data centers, with adoption rising from 14% in 2024 to 33% in 2025, and it is expected to reach 40% in 2026, according to Trendforce cited by Accenture. In the near future, data centers will use a combination of air-based and liquid-based cooling, while water-intensive evaporative methods will be phased out due to sustainability concerns and water scarcity.

 New liquid cooling technologies include cold plates, direct-to-chip, microfluidic, immersion, and two-phase cooling. These solutions promise higher energy efficiency and reduced water consumption, with energy savings for cooling of up to 50–60%. Liquid cooling is therefore expected to become mainstream, not just for specialized applications, as rack densities exceed the limits of traditional cooling technologies.

 The focus in the coming years will be on standardization and interoperability, ensuring the integration of mixed cooling systems with power supply, monitoring, and operations so that efficiency and sustainability are maximized, regardless of the chosen cooling method.

 

 

AI Optimizes Design, Operation, and Performance of Data Centers

 

AI is transforming the data center industry, from design to operation and optimization. According to Gartner, investments in AI-optimized servers and infrastructure are expected to grow by 19% in 2026 (https://www.gartner.com/en/newsroom/press-releases/2025-10-22-gartner-forecasts-worldwide-it-spending-to-grow-9-point-8-percent-in-2026-exceeding-6-trillion-dollars-for-the-first-time), although supply constraints may limit short-term demand.

 We will see how automated tools like BIM, machine learning algorithms, and AI-enabled equipment optimize airflow, energy consumption, and cooling. Additionally, digital twins and integrated AI platforms, which centralize data, allow real-time testing and adjustments, maximizing efficiency and uptime, according to global consulting firm Black & White Engineering.

 At the same time, AI-based DCIM tools are becoming increasingly sophisticated, automating maintenance, predicting failures, and optimizing performance in real time, enhancing sustainability and operational efficiency. On the other hand, operators’ roles are evolving—they must interpret AI models, manage complex systems, and coordinate intelligent equipment equipped with IP interfaces.

 

Chips, Fiber Optics, and “New Electrification Topologies” (Uptime Intelligence)

 

On one hand, hyperscalers have already started developing their own AI chips to reduce dependence on Nvidia and increase operational efficiency. Google produces TPUs (Tensor Processing Units), Amazon is developing Tranium chips for internal use, and AMD is preparing to launch a new generation of GPUs in 2026.

In addition, technologies such as Hybrid Electrical/Optical Fabrics, Silicon Photonics, and Layer-1 Encryption enable data centers to handle large data volumes and unpredictable flows, near-instant connections (~10 µs), and secure sensitive data in transit.

 Uptime Intelligence also anticipates that increasing data center density will drive the emergence of new electrical technologies, including medium-voltage (MV, 11 kV+) distribution closer to IT equipment, the reintroduction of direct current (DC), and products such as new MV UPS systems, 800V DC UPS, and solid-state transformers. These solutions will reduce costs and complexity while improving overall energy performance, even in small and medium-sized data centers.

 

Vacancy Rates Fall, Construction Costs Rise

 

In Europe, data center vacancy rates continue to decline: after falling below 10% at the end of 2024, they are expected to reach a historic low of 6.5% by the end of 2026 (https://www.cbre.com/insights/books/european-real-estate-market-outlook-2026/data-centres), according to CBRE. Beyond hyperscalers, more companies—including those offering GPU-as-a-Service (GPUaaS)—are now seeking to lease tens of megawatts of capacity across different regions in Europe. Even if over 750 MW are added this year—the equivalent of France’s entire colocation market in 2025—it will not be enough to meet demand, driving up prices and the need for innovative solutions.

  • Construction costs have risen significantly in recent years. Between 2020 and 2025, the global average cost increased from USD 7.7 million to USD 10.7 million per MW, an annual growth of 7%, and for 2026, JLL estimates an additional 6% rise to USD 11.3 million per MW.
  • The main factors in site selection remain speed of network connectivity, followed by community support, latency, and proximity to clients; however, for larger projects, cost variations become increasingly relevant.
  • According to Soben/Accenture, while traditional cloud data centers cost between USD 8–10 million per MW, large-scale AI centers (GW+) can reach up to USD 17 million per MW. As a result, building larger data centers does not automatically reduce costs, as was previously assumed.

 

Supply Chain Risks: Rare Earth Elements (REEs)

 

As China restricts exports of rare earth elements, essential for data centers and connected infrastructure (e.g., fiber optic cables and permanent magnets), supply chain risks are intensifying. The IEA reports that in 2023–2024, China produced 60% of the world’s REEs (https://www.iea.org/reports/energy-technology-perspectives-2023/clean-energy-supply-chains-vulnerabilities) and 94% of all permanent magnets. Between 2023 and 2025, Beijing expanded restrictions to an increasing number of elements and products.

 This situation creates a major vulnerability for Europe, where data center projects risk being impacted by shortages of critical materials. In response, mining and refining projects are currently being developed in the U.S., Australia, Brazil, Tanzania, and India, while REE recycling—currently less than 1% of consumption—is expected to become a solution in the coming years to avoid supply bottlenecks.

 

Sustainability and Circularity

 

Sustainability has become a central principle in data center design, influencing everything from prioritizing low-carbon materials and modular construction to water management, heat reuse, and integration of renewable energy.

 In Europe, pressure from authorities, investors, and local communities is increasing: water-free or hybrid cooling technologies, recycled water use, low-carbon materials, BREEAM certifications (which assess overall building sustainability, including energy and water use), and transparent carbon reporting are all being required.

 Beyond PUE, other metrics are becoming increasingly important, such as CUE (carbon footprint), WUE (water usage), and life cycle assessments (LCA) of buildings. Compliance with these metrics can facilitate permitting and attract investment.

 Since 2024, the EU has required operators to report energy performance and utilize waste heat, and stricter rules are expected from 2026 under the new “EU Data Centre Energy Efficiency Package,” scheduled for the first half of the year.

  • Attention to local communities is also increasing. Microsoft recently announced its five-point “Community-First AI Infrastructure” plan, committing to building data centers responsibly, with a positive impact on the communities where they are developed.

 

Skills Shortage and the Need to Develop New Competencies

 

Demand for skilled trades in data center construction is skyrocketing, especially for electricians, plumbers, carpenters, and MEP specialists. In mature markets, contractors and their supply chains are already overstretched, while emerging markets will require support and time to adapt. The growth of AI data centers and high-density facilities accelerates the need for engineers specialized in mechanics, power, cooling technologies, AI infrastructure, electrical network interconnection, and ESG (Environmental, Social, and Governance) experts.

Companies are addressing this shortage through training programs and partnerships with universities, such as the Google STAR Program, grants for electrician training, and upskilling courses offered by providers like Schneider Electric University. A new trend is that Generation Z is increasingly drawn to construction careers, attracted by high salaries and the opportunity to contribute to the digital economy. Those who succeed in attracting, training, and retaining these talents will have a clear advantage in delivering and operating modern data centers.

 Looking ahead to 2026, in brief? Data centers will be built faster, modular, and more efficient, but challenges will also drive innovation and adaptation. For more information, check out the main reports behind this article:

 

 

DataCenter Forum 2018, a technology marathon reserved for professionals

• Over 350 participants;
• 13 exhibitors among the big names of the data center industry;
• 14 workshops and debating sessions;
• Representatives of key organizations involved in regulating and certifying Data Centers.

This is a biref review of the second edition of the DataCenter Forum 2018, an event organized on May 10 by Tema Energy, together with its local and international partners.

“The success of the previous edition has confirmed that the local data center market needs an event such as the DataCenter Forum, which will help create and strengthen a community of specialists,” said Mihail Manole, CEO of Tema Energy.

The second edition of the DataCenter Forum did not focus only on debates and networking, but brought to the audience a lot of technology, both news and concrete solutions already validated by the market. Among the solutions that were presented could in the exhibition area was the Mobile Data Center designed and built especially for this event by Tema Energy specialists, a fully equipped and functional center where visitors were given the chance to test a Data Center Infrastructure Monitoring  platform, soon to be launched.

This year also, to fully cover the data centers topic, among the partners invited at DataCenter Forum were two worldwide recognised professional organizations, Uptime Institute and, for the first time in Romania BICSI. The representatives of the two organizations participated alongside Cristian Cucu, CIO of Government of Romania, and Mihai Manole, Tema Energy CEO, in an interactive debate at the beginning of the event, where the main trends in the field of data center industry were analyzed.

The shift from evolution to concrete answers and the problems faced by Data Centers and Data Rooms in Romania was made during the presentation sessions and at the exhibition stands by specialists of APC, Cummins, Fortinet, Hoppecke, Leoch, Nexans, Pyralis, Riello, Rittal, R&M, Uniline and Vertiv. The products presented at the DataCenter Forum 2018 covered an extended technology palette, which included standardized and prefabricated solutions for modular data centers and Micro-Data Centers, up to power-supply, power backup and fire-fighting systems.

In order to provide the audience with a full picture of the topic of data center standardization, it was approached not only from BICSI’s perspective, represented by Miodrag Kovanovic, but also from  the perspective of the major players in the market, such as Rittal or APC, who highlighted the practical advantages of complying with the regulations in force.

Another topic tackled both in the initial debate and in the session held by Scott Roots, who presented the results of the 8th edition of the Uptime Institute annual study, was the shortage of data center industry specialists. The phenomenon, which is beginning to affect the data centers in Romania, is fueled by the growth of the average age of the workforce, but also the rapid evolution of technologies and standards in this field, which requires the continuous development of new competencies.

A task that the organizers of the DataCenter Forum 2018 assume openly, as Mihai Manole explained: “For the second consecutive year, we brought to the audience not only new solutions and technologies, but also news in the field of regulation and certification of data centers . The responses we receive from specialists, operators, managers and developers of data centers and critical infrastructure show that the market needs such complete approaches and gives us hope that the DataCenter Forum is beginning to be a landmark for the local industry. ”

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