Equinix is locking in up to 250 MWe of Rolls-Royce SMR nuclear capacity in the Netherlands to anchor future AI data center growth against tight European grids and volatile power markets.
This deal extends a broader advanced-nuclear and fuel cell hedge strategy (Oklo, Radiant, Stellaria, Bloom Energy) aimed at securing long-duration, low-carbon power while grids struggle to keep pace with GPU-driven loads.
This is a clear signal that hyperscale colo is moving from standard PPAs to diversified, generation-adjacent energy portfolios, and the details here are worth studying for anyone modeling AI data center siting and power procurement.
