Alt. 1,800 mTopic

Compute & Infrastructure

Chips, data centers, and the power behind them, the physical substrate of the AI build-out.

In this topic1 articleAll analysis

Deep DiveCompute & Infrastructure

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.

Olympia Tech · 9 min

The briefing

Get the megaprojects briefing.

One flagship deep dive a week on the biggest bets in AI, plus fast signal briefs when a project moves. Free.

WeeklyFreeNo spam. Unsubscribe in one click.

Every site on the board, one email a week22 sites