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Olympia Tech · The briefing
Seven Bets on a Budget Nobody Has Passed
The deep dive
Seven Bets on a Budget Nobody Has Passed
Europe has put up to seven AI gigafactories out to tender, at €30 billion-plus, with 100,000 chips apiece at the largest sites. Only €1 billion of the EU's own money is legally committed. The rest waits on a budget that does not exist yet.
Our takeThe gigafactories are the right idea at the wrong speed.
Read the deep diveSignals
Compute & Infrastructure
AMD and Meta widen their pact to power Meta's superintelligence clusters
Compute & Infrastructure
Stargate Argentina is still a letter of intent, with no firm contract
Tech Policy & Regulation
Brussels quietly pushes the AI Gigafactory deadline to 3 December
On the board
€30bn+
EU AI Gigafactories
Planned
Bids close 3 December after a quiet extension; winners due early 2027.
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