Wire · operational-macro
NTT DATA and ENGIE announce strategic partnership
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Fusion42 · 29 July 2026 · Fusion42 review
NTT DATA, a global IT and data center provider, has formed a strategic partnership with energy company ENGIE to secure long-term access to renewable energy. This collaboration aims to power the sustainable expansion of NTT DATA's data centers, driven by accelerating demand from AI, with initial agreements signed in the UK, Germany, and the Netherlands.
This Wire brief sits within Fusion42's coverage of Cloud Infrastructure.
◆ ◆ The Wire takeaway
The limiting factor on AI growth is now access to clean power, not just access to chips. Your major competitors are signing long-term deals directly with energy producers, locking up supply and raising the cost to scale for everyone else.
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1 source · 29 Jul 2026
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