No neocloud will build GW-scale EU compute without offtake — only the state can guarantee it
philip_fox_ · x · 2026-09-15
In the debate over building 14GW of compute in Europe, philipfox argues no neocloud would build GW-scale compute in Europe without guaranteed offtake. Since Europe has no frontier lab of its own, only the state could provide such a guarantee for a datacenter meant to train European models.
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