Orange and Morrison Plan €3 Billion Data Centre JV to Boost Europe’s Digital Sovereignty
Event summary
- Orange and Morrison plan a 50/50 joint venture to expand Orange’s French data centre capacity from 40 MW to 400 MW.
- The €3 billion investment will leverage Orange’s existing infrastructure and Morrison’s equity contribution.
- Transaction expected to close in Q1 2027, pending regulatory approvals and employee consultations.
- Orange Business will be the exclusive partner for distributing colocation and hosting offers through the joint venture.
The big picture
This joint venture aims to position France as a leader in digital infrastructure, addressing the surging demand for AI and cloud services. With €3 billion in investment and a target capacity of 400 MW, the partnership underscores Europe’s push for sovereign data solutions amid global competition. Morrison’s infrastructure expertise complements Orange’s existing assets, creating a scalable platform for trusted hosting and cloud services.
What we're watching
- Regulatory Approval
- Whether the joint venture secures necessary regulatory approvals by Q1 2027.
- Market Demand
- The pace at which AI and cloud demand drives utilization of the new data centre capacity.
- Operational Integration
- How Orange and Morrison align their operational expertise to meet market needs efficiently.
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