伙伴关系
Drax Signs AI 北约克郡电力网站数据中心伙伴关系
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2026年11月3日，Drax 宣布公司与Brookfield和Radiant公司签署协议，在北约克郡的Drax电站开发，交付和运营AI数据中心能力，针对超过1GW，分三个阶段。
布鲁克菲尔德估计，包括半导体芯片在内的潜在投资总额可能超过200亿英镑，最初的25亿英镑构成第一阶段的一部分。 投资资本和运营能力将通过Brookfield-Qai AI基础设施合资企业提供。
现有电力基础设施计划
提案是围绕电站已有的基础设施提出的。 庄园占地1000多亩，拥有约4GW的网格接入，2.6GW的主动可调度发电和冷却系统。 它靠近联合王国的纤维网络新增，这是在土地和电力基础设施的同时进行大规模计算发展的另一个要求。
第一阶段的目标是从Q1 2028开始最多100MW的计算容量和商业运营。 它将利用现有基础设施直接从电网进口电力，由Drax管理电力供应。
动力模型在二期中有所变化，这个野心是在2028年至2031年间增加500MW容量。 根据长期电力购买协议，现有的Drax发电系统将直接向数据中心提供24小时供电。 这种后米安排须经必要的同意。 第三阶段设想在2031年后采用同样的办法增加能力。
这种分阶段结构将最初的并网开发与后来的直供电模式分开。 这也使得该电站目前的发电量成为拟议扩建的中心，而不是仅仅将该项目视为在发电厂旁边建造的数据中心。
建筑取决于客户和批准
Brookfield的英国总部AI基础设施平台Radiant将主导设计、客户参与和商业化。 它将在开工前寻求锚地客户的承诺，而德拉克斯将领导土地、电力整合和规划。
第一阶段仍然是以政府和有关机构的规划批准、管理和网络批准、可接受的租户、商业协议以及各方的最后投资决定为条件的。 正在编制规划申请，预计将于2026年11月开始公众咨询。
伙伴们期望建立一个自愿社区福利基金，该基金是与现场周围的社区一起开发的。 它与规划义务和Drax的现有社区倡议是分开的，也是额外的。
Radiant首席执行官Mahdi Yahya 称公开宣布该项目将让“英国研究人员、初创企业和企业能够在家里使用边境计算器”。
电力合同和融资
后几个阶段与Drax的现有生物量安排相互交织。 2025年11月，Drax与联合王国政府签署了一份“分歧合同”协议，从2027年4月至2031年3月，每年约6TWh生物量发电。
该协议包括一个机制，供Drax要求最多500兆瓦在合同期间用于数据中心。 这种使用需要与联合王国政府和低碳合同公司达成协议，同时考虑到消费者的货币价值、能源安全和可持续性。 Drax 称空间站在支持供应安全、提供低碳可调度电力和提供关键系统服务方面的作用将保持不变。
该融资工具早于约克郡协议。 Brookfield和Qai 宣布于2025年12月9日合资投资200亿美元，投资卡塔尔的AI基础设施和选定的国际市场，双方合作伙伴都贡献了资本和业务专长。 Qai是卡塔尔投资管理局的子公司。
因此，该协议将既有的电力产业区与专用AI开发平台和现有的投资工具连接起来。 它的即时考验是执行：取得第一阶段所需的租户、批准和最后投资决定，而任何更大的建设也必须符合德拉克斯的发电承诺，并获得必要的同意。
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Partnerships
Drax Signs AI Data Center Partnership for North Yorkshire Power Site
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Drax announced on November 3, 2026 that it had signed an agreement with Brookfield and Radiant to develop, deliver and operate AI data center capacity at Drax Power Station in North Yorkshire, targeting more than 1GW across three phases.
Brookfield estimates that total potential investment, including semiconductor chips, could exceed £20 billion, with an initial £2.5 billion forming part of Phase 1. Investment capital and operating capabilities are to be provided through the Brookfield-Qai AI infrastructure joint venture.
Existing Power Infrastructure Anchors the Plan
The proposal is built around infrastructure already at the power station. The estate covers more than 1,000 acres and has approximately 4GW of grid access, 2.6GW of active dispatchable generation and cooling systems. Its proximity to the UK fibre network adds another requirement for large-scale compute development alongside the land and electrical infrastructure.
The first phase targets up to 100MW of compute capacity and commercial operations from Q1 2028. It would use existing infrastructure to import power directly from the grid, with Drax managing that supply.
The power model changes in Phase 2, an ambition to add 500MW of capacity between 2028 and 2031. Existing Drax generation would provide around-the-clock power directly to the data center under a long-term power purchase agreement. This behind-the-meter arrangement would be subject to the necessary consents. Phase 3 envisages additional capacity after 2031 using the same approach.
That phased structure separates the initial grid-connected development from the later direct-power model. It also makes the station’s existing generation central to the proposed expansion rather than treating the project solely as a data center built beside a power plant.
Construction Depends on Customers and Approvals
Radiant, Brookfield’s UK-headquartered AI infrastructure platform, will lead design, customer engagement and commercialization. It will seek anchor-customer commitments before construction begins, while Drax will lead land, power integration and planning.
Phase 1 remains conditional on planning approval, regulatory and network approvals from government and the relevant agencies, an acceptable tenant, commercial agreements and a final investment decision by each party. A planning application is being prepared, with public consultation expected to begin in November 2026.
The partners expect to establish a voluntary community benefits fund developed with communities around the site. It would be separate from and additional to planning obligations and Drax’s existing community initiatives.
Radiant chief executive Mahdi Yahya said in the partners’ public announcement that the project would give “British researchers, startups and enterprises access to frontier compute at home.”
Power Contract and Financing Shape the Expansion
The later phases intersect with Drax’s existing biomass arrangements. In November 2025, Drax signed a Contract-for-Difference agreement with the UK government covering approximately 6TWh of biomass generation annually from April 2027 through March 2031.
That agreement includes a mechanism for Drax to request up to 500MW for data center use during the contract period. Such use would require agreement with the UK government and the Low Carbon Contracts Company, taking into account value for money for consumers, energy security and sustainability. Drax said the station’s roles in supporting security of supply, providing low-carbon dispatchable power and delivering critical system services would remain unchanged.
The financing vehicle predates the Yorkshire agreement. Brookfield and Qai announced their $20 billion joint venture on December 9, 2025 to invest in AI infrastructure in Qatar and selected international markets, with both partners contributing capital and operating expertise. Qai is a subsidiary of Qatar Investment Authority.
The agreement therefore connects an established power estate with a dedicated AI development platform and an existing investment vehicle. Its immediate test is execution: securing the tenant, approvals and final investment decisions needed for Phase 1, while any larger buildout must also align with Drax’s generation commitments and obtain the required consents.
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