Published: 30 October 2026

At Capacity Europe 2026, Saf Malik from Capacity speaks with Chris Kelly from Midgard Infra and Will Rhodes from Ciena about the rapid growth of AI infrastructure, the increasing importance of connectivity, and why the Nordics are emerging as a key hub for next-generation data centres.

Key points

Background and analysis. The story fits a broader pattern: AI infrastructure decisions made in Europe and other overseas markets are reshaping supply chains, procurement practices and competitive dynamics worldwide. With power equipment, land and grid connections all in short supply, the playbook for building at scale is being rewritten in real time — and the lessons travel quickly across regions.

Our take. This is a story worth tracking not for the headline deal itself, but for what it signals about how the AI stack is being assembled: more specialised silicon, more regional capacity, and more emphasis on speed of delivery. Each shift creates openings for challengers — and risks for incumbents.

Source: Capacity, "The future of AI infrastructure: Midgard Infra and Ciena Interview at Capacity Europe 2026", 27 October 2026. https://capacityglobal.com/news/the-future-of-ai-infrastructure-midgard-infra-and-ciena-interview-at-capacity-europe-2026/