
Vittorio Colao: Europe missed the digital wave and must not miss the next
THE SO WHAT
With less than 2 GW of AI compute, Europe is structurally under-provisioned for model-scale workloads compared to the US and China. European operators should assume higher unit costs and tighter capacity in the near term—and either lobby hard for local build-out or architect stacks that can burst to non-EU regions without breaking compliance.
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