ICT

Data centres: potential investment in Italy totalling 37 billion euros

The Ida association is calling for clear national rules to turn projects into building sites. Milan is leading the way, with Rome following suit; 80 per cent of the land is in areas that are already urbanised or brownfield sites.

Luca Beltramino, presidente IDA

3' min read

Translated by AI
Versione italiana

3' min read

Translated by AI
Versione italiana

A potential 37 billion euros, demand driven by artificial intelligence, and one obstacle that operators highlight above all else: certainty regarding the rules. For Italian data centres, the challenge lies in their ability to turn announcements into operational infrastructure. The 2026 market research report by Ida, the association of builders and operators, presented at the Data Centre Symposium in Rome, estimates the potential cumulative infrastructure investment between 2026 and 2036 at around 37 billion. This estimate is linked to the full implementation of approved projects, with forecasts depending on available energy, network connections, authorisations, expertise and suitable sites.

The starting point is an installed capacity of around 760 megawatts by the end of 2025: 460 in the commercial sector and 300 in business centres. For the commercial market, the trajectory points to 2–2.3 gigawatts by 2031.

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However, when analysing the project portfolio, it is important to distinguish between the different stages: of the 1,839 MW that have been approved, 230 are under construction, 673 are in development and 936 are at the preliminary stage. More than half of the identified future capacity is therefore still at an early stage of development. The megawatts recorded therefore represent an industrial opportunity, not a definite timetable for commissioning. Growth also depends on the ability to coordinate electricity grids and project development.

This is where the call from Ida’s president, Luca Beltramino, comes in: ‘The obstacles are primarily regulatory in nature. In our view – and in Ida’s view – it would be very beneficial if, at national level, we had very clear legislation on data centres, which would provide certainty regarding national rules and cover the whole country.’ The regions have already begun to enact legislation. The association believes a national framework is needed, within which regional regulations can address the details relating to local needs.

The Government has recognised the strategic importance of the sector. The Minister for Enterprise and ‘Made in Italy’, Adolfo Urso, emphasises: ‘Over 7 billion euros have already been invested, and a further 25 billion have been announced for the coming years’. These figures, cited by the minister, differ from the ten-year projections in the research. Urso also puts forward Palermo as the location for the European agency for the safety of submarine cables in the Mediterranean: “We hope that Palermo will be the chosen location.” For the Minister for the Environment and Energy Security, Gilberto Pichetto Fratin, the issue of data centres “is a matter of digital centrality, but it also means equipping ourselves with infrastructure that will lead to strategic investments in the digital sector”.

AI is the main driver behind these expectations: 53 of the 80 respondents to the Ida survey cited artificial intelligence, graphics processors and high-density infrastructure as key growth factors.

The geographical scope extends beyond Milan, with Rome as a second hub and opportunities in the industrial corridors of the north and in Mediterranean hubs. The study identifies 13 strategic areas and corridors: proximity to businesses and international connectivity are key factors in the distribution of investment.

The economic value also extends to employment. According to the Ida survey, by 2036 this scenario could support around 26,000 full-time equivalent jobs: 11,900 direct, 11,000 indirect and 3,000 induced.

It is not all plain sailing, however. The majority of companies that responded to the survey cite a shortage of specialised staff as one of the problems that poses a serious risk of halting future development: without technicians, even the available capital risks coming to a standstill before operations begin.

A comparison with the local areas completes the picture. 80 per cent of the land area covered by the projects analysed is in areas that are already urbanised or brownfield sites, whilst the remaining 20 per cent is in areas not previously urbanised. Reuse limits the consumption of new land, but issues relating to energy, water and cooling still need to be addressed. The study also estimates 67 billion in potential hardware hosting capacity – a figure distinct from infrastructure investment – and direct operational added value of close to 3.9 billion per annum by 2036. The decisive step will be to make these projects a reality and retain expertise and economic benefits within Italia.

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