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Demand-Led Scenarios for Europe's AI Gigafactories

2025

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AI-generated summary

1) This policy brief analyzes the feasibility of Europe's AI Gigafactory initiative by focusing on demand-side dynamics, arguing that a multi-client model is more viable than the proposed anchor customer approach.
2) * Explores the user and provider landscape for AI compute infrastructure.
* Analyzes two plausible operating models for AI Gigafactories: anchor customer and multi-client.
* Provides recommendations for policymakers to ensure the success of AI Gigafactory proposals.
3) AI, Europe, Gigafactories, Compute, Demand

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