1. Computing infrastructure
The Commission aims to scale up the EU’s public AI infrastructure by both strengthening the network of AI factories in the existing European High-Performance Computing Joint Undertaking (“EuroHPC”) and establishing Gigafactories. Additionally, the Commission plans to facilitate private-sector investment in cloud capacity and sustainable data centres.
The AI factories initiative was already announced in the 2024 AI innovation package and integrates AI-optimised supercomputers with data, programming facilities and human capital into an ecosystem within the EuroHPC joint undertaking. Nine new AI-optimised supercomputers would be deployed across the EU in 2025-2026 based on this initiative. The EuroHPC joint undertaking will be the single-entry point for EU users to receive access to computing time from, and support by, any EuroHPC AI factory. These factories are open to European users (including AI developers, academia, etc.) from various sectors. Member states can also establish AI factory antennas that provide remote access to AI-optimised supercomputing in another member state. Additionally, new tailored access rules will prioritise access of AI innovators and certain EU-funded research projects.
The EU will also invest in AI Gigafactories, which would provide even greater computing power and even more AI processors to develop and train complex AI models. These Gigafactories will be federated with the EuroHPC network of AI factories. In support of the design and manufacturing of more AI processors, strategic autonomy in AI semiconductor production will also be a priority in the review of the Chips act. To fund the establishment of the AI Gigafactory, the Commission launched the InvestAI facility to gather 20 billion euro investments in a public-private partnership. In line with this initiative, a call for interest for consortia to set up AI Gigafactories was launched and an official call for participation will be launched in Q4 2025.
In addition to these factories, the Commission also aims for the private sector to shore up other AI-related capacity gaps such as cloud computing and edge computing capacity. Specifically, dependence on non-EU infrastructure (data centres) should be reduced. The cloud and AI development Act will incentivise investments in cloud and edge capacity with the goal to meet the EU’s needs by 2035 and by already tripling the EU’s data centre capacity in the next 5 to 7 years. Data centre projects that meet resource efficiency and innovation requirements will benefit from simplified permitting and other public support under this act. The EU will support these new data centres with measures in the energy and water sectors. Highly critical use cases will also be able to rely on highly secure EU-based cloud capacity under the act. Finally, the Act will look into a common EU marketplace for cloud capacity and services and is open to stakeholder input as part of a public consultation.