Plan for seven AI Gigafactories gets under way. Digital Europe must not repeat the inequalities of industrial Europe
EuroHPC has launched a call for tenders for 900 megawatts of cognitive computing capacity. Without the Mediterranean dimension, the model would get off to a shaky start, and without this capacity, the Mediterranean Pact would remain nothing more than a declaration of friendship between the two shores. Aligning the two timetables is not a mere procedural detail: it is the only political move that can, at this moment, produce a sovereign model
A few weeks ago, in these pages, we proposed that the second edition of the Action Plan for the Mediterranean Pact should recognise and fund a permanent network of innovation ecosystems across the three shores, and that it should precisely define what that network is required to deliver: Essential Levels of Innovation. This proposal ties in with another important initiative promoted at EU level.
On 30 July, the joint undertaking EuroHPC launched a call for proposals for up to seven European AI Gigafactories, spread across at least seven Member States. Two lots: four medium-sized and three large facilities, 25,000 and 40,000 equivalent processors in the first phase, 75,000 and 100,000 in the second, with a power consumption that, when fully operational, will not fall below 120 and 150 megawatts per site. If all seven were to be awarded, Europe would activate some 900 megawatts of cognitive computing power – in other words, the energy needed to light up the whole of Sardinia for a year. The call for proposals closes in the coming weeks; the evaluation is expected in early 2027, and the first facilities are due to come on stream by mid-2028. Italia has taken action: the proposal is being drawn up at Palazzo Chigi, with Eni, Tim and Leonardo forming the initial core and a start-up budget of around 1.2 billion, which could exceed five billion, whilst the Polytechnic Universities of Milan, Turin and Bari have been called upon to act as a bridge between research and industry.
However, it is worth taking the figure being bandied about – over 30 billion – at face value. Ten billion would come from public sources, both European and national; more than twenty are expected to come from private capital. But of those 10, only one is currently legally committed: the 4 billion for the second phase remains indicative and depends on the Union budget for 2028–2035, that is, on negotiations that are still ongoing and which we wrote about three weeks ago. And the European contribution per site cannot exceed 17 per cent of the capital invested in the computing infrastructure. In other words: Europe is not funding an infrastructure; it is co-funding a market that, for more than four-fifths, will belong to others. It is not a scandal; it is a fact.
But this is a fact that changes the nature of the question everyone is asking themselves. These days, in fact, people are wondering how many sites we will get and where we will put them. We would venture to say that this is the wrong question – or rather, it is the second most important question to ask. The first is what kind of architecture we are building, and whether it is our own.
Is the architecture currently under construction the right one?
Seven hyper-concentrated hubs represent American architecture translated into the language of the European tender. It is the same gamble – that massive computing power is the main route to intelligence – played out with a tenth of the resources of those who made that gamble in the first place. An underfunded imitation is not a strategy. Instead, it risks being a foregone delay. And in this field, such a delay cannot be made up by running faster in the same direction, because the direction has already been set by those with the greatest stamina.

