Can Europe close the AI gap with the US and China?
Europe's AI infrastructure crisis: power constraints are killing data center growth while the US and China race ahead.
Why it matters
Europe faces a structural competitive disadvantage in AI—not just in models, but in the physical infrastructure (power, data centers) needed to train and deploy them at scale. This isn't a regulatory story; it's an economic one that will shape which regions dominate AI for the next decade.
The key facts
8 to knowEuropean data center growth constrained by power availability
New company emerging to address power constraints in European AI infrastructure
Competitive gap widening between EU, US, and China in AI infrastructure capacity
Published May 2026 (future date—article context suggests strategic/policy discussion rather than breaking news)
Article references Europe's AI competitive position vs US and China
Power constraints identified as critical blocker for European data center growth
New company emerging to address energy infrastructure challenge
Policy/strategic implications for European AI sovereignty
Go to the source
Financial Times Technologyft.com
Publisher excerpt: Also in today’s newsletter: a new company seeks to tackle the power constraints on European data centre growth