Can Europe build AI datacenters though? Europe has no wafer production and no companies that produce GPUs. That means it is dependent on Taiwan for wafers and the USA for GPU design. Then there is the question wether there is a will to invest. Gemini gives me this list of publicly traded companies in the US and what they invested in AI infrastructure in 2025: Amazon: $100B Alphabet: $90B Microsoft: $80B Meta: $70B Te…
But actually, that's not the goal here. AI, at least the kind of products that need dedicated datacenters ie. generative, isn't critical infrastructure. The focus is on documents, collaboration tools, file servers, single-sign on, databases etc. that are seemingly monopolized by US providers.