EU urged to host 15% of global AI compute by 2030, 18GW for frontier push
philip_fox_ · x · 2026-09-15
philipfox recommends hosting 15% of global AI compute in the EU by 2030 (45GW on current projections) regardless of whether Europe attempts the frontier, with 18GW dedicated if it does. He doubts any neocloud would build GW-scale compute in Europe without guaranteed offtake—only the state could provide it, since Europe lacks a frontier lab.
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