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Europe's AI build widens gap

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Operators invested billions in new AI-focused data centers across Europe, notably Germany, expanding capacity but leaving a widening gap with the United States and China.

by Iñaki Aldasoro

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aldasoro.bsky.social
What are the best (guess)timates of data centre investment needs for the next 5 years or so?
November 11, 2025 at 12:51 PM

by Daniel P. Aldrich

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danielaldrich.bsky.social
US’s data center buildout could generate up to an extra 44 million tons of carbon dioxide equivalent each year—more than entire countries like Hungary, Portugal, and New Zealand each generated in 2022 www.wired.com/story/heres-...
If the US Has to Build Data Centers, Here’s Where They Should Go
A new analysis tries to calculate the coming environmental footprint of AI in the US and finds that the ideal sites for data centers aren’t where they’re being built.
www.wired.com
November 11, 2025 at 12:18 PM

by Paul Davies

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pauljdavies.bsky.social
Small but noticeable rise in AI-related debt costs including some fair, smart comment from @peark.es
Investor angst over Big Tech’s AI spending spills into bond market www.ft.com/content/d2bf...
Investor angst over Big Tech’s AI spending spills into bond market
Debt issued by groups building data centres has been hit in recent weeks
www.ft.com
November 11, 2025 at 10:59 AM

by Jonathan Hopkin

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jonathanhopkin.bsky.social
An AI lobbyist writes
timeshighered.bsky.social Times Higher Education (THE) @timeshighered.bsky.social · 5h
Opinion: “It’s difficult to think of another sector that has so dismally failed to strategically engage with the transformative potential of information technology.”

🖊️ Ian Richardson #highered #EduSky
https://ow.ly/zXc850Xpvbu
November 11, 2025 at 8:50 AM

by Joanna Bryson

8%
j2bryson.bsky.social
AI is already superhuman. So are libraries, cars, and calculators. Not a reason to abandon the strong history of science-led digital policy in the EU.

Please sign if you have a PhD in or near AI.

#digitalGovernance #AIEthics

pads.c3w.at/form/#/2/for...
CryptPad
pads.c3w.at
November 11, 2025 at 7:45 AM
Handelsblatt
IT infrastructure: billions for new data centers – thanks to artificial intelligence

Buildings, cooling, and chips: Data center operators are investing as much as ever, including in Germany. Still, the gap to the United States and China is widening.

IT infrastructure: billions for new data centers – thanks to artificial intelligence
Reposts 0 10h

by Paul Dolan

2%

by Albert Park

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by Hakan Yilmazkuday

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yilmazkuday.bsky.social
Free access to "Artificial Intelligence and Labor Markets: Evidence from Google Trends" is available at rdcu.be/eHd8u.
November 11, 2025 at 12:30 AM
La Repubblica
Europe raises its voice on open-source software: "Autonomy from the US"

Brussels opens the digital technologies project with Italy, France, the Netherlands and Germany: a 5.3 million euro fund to get started

Europe raises its voice on open-source software: "Autonomy from the US"
Reposts 0 13h
The Guardian
Data centers meet resistance over environmental concerns as AI boom spreads in Latin America

An expert explains how communities in some of the world’s driest regions are demanding transparency as secretive governments court billions in foreign investment. This Q&A originally appeared as part of The Guardian’s TechScape newsletter. Sign up for this weekly newsletter here. The data centers powering the artificial intelligence boom are enormous in every sense: their finances, their physical scale, and the amount of information they hold are so vast that halting their construction can seem like stopping an avalanche in progress.

Data centers meet resistance over environmental concerns as AI boom spreads in Latin America
Reposts 4 13h

by Aija Leiponen

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aijaleiponen.bsky.social
Whoa! According to Jason Furman the only US industry to grow this year has been data centers & IT
davidho.bsky.social David Ho @davidho.bsky.social · 21h
This seems significant.

"U.S. GDP growth in the first half of 2025 was almost entirely driven by investment in data centers and information processing technology, according to Harvard economist Jason Furman."
Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says | Fortune
Is a U.S. without data centers a country without GDP growth?
fortune.com
November 10, 2025 at 11:22 PM
Frankfurter Allgemeine Zeitung
Data Center Race: 'The pace is fantastic by German standards'

The capacity for artificial intelligence is expected to quadruple here in Germany, according to a new report. Billions are being invested in data centers. Still, the enormous gap to the United States and China is likely to widen.

Data Center Race: 'The pace is fantastic by German standards'
Reposts 0 16h
Frankfurter Allgemeine Zeitung
Data center race: 'The pace is great by German standards'

The capacity for artificial intelligence is set to quadruple here, according to a new report. Billions are flowing into data centers. Yet the enormous gap to the United States and China is likely to widen.

Data center race: 'The pace is great by German standards'
Reposts 1 16h
Frankfurter Allgemeine Zeitung
Data center race: 'The pace is great for German conditions'

AI capacity in this country is set to quadruple, with billions flowing into data centers. Still, the enormous gap to the United States and China is likely to widen.

Data center race: 'The pace is great for German conditions'
Reposts 1 16h

Reposted by Matthew E. Kahn

5%

by Michael J. Hicks

1%
profhicks.bsky.social
My newest post on the local labor market effects of Data Centers . . .

#DataCenters @profweinstein.bsky.social

michaeljhicks.substack.com/p/data-cente...
November 10, 2025 at 7:27 PM

Reposted by Julie L. Lockwood

10%
mollytaft.com
new from me today: not all data centers are created environmentally equal — and building them in states with cleaner grids and more access to water could go a long way in preventing environmental catastrophe
If the US Has to Build Data Centers, Here’s Where They Should Go
A new analysis tries to calculate the coming environmental footprint of AI in the US and finds that the ideal sites for data centers aren’t where they’re being built.
www.wired.com
November 10, 2025 at 7:11 PM

by Margaret Mitchell

29%
mmitchell.bsky.social
Love the phrases "Cognitive Cost" and "Executive Function Theft" to pinpoint how exhausting it is to be constantly bombarded with apps telling you to use AI. I've been calling it "Corporate pressure" and "Force feeding". It's quite a lot right now. Seems a bit desperate tbh.
hedgielib.bsky.social Abigail Goben @hedgielib.bsky.social · 18h
The #ExecutiveFunctionTheft of having to opt out.
emilymbender.bsky.social Emily M. Bender @emilymbender.bsky.social · 18h
Feeling annoyed at the cognitive cost of having to dismiss all the offers of "AI" assitance every time I use Acrobat to provide feedback on documents my students wrote. (NO I do NOT want an "AI" summary of this. In what world???)

Decided to check settings:
November 10, 2025 at 6:53 PM

by Serge Belongie

45%
serge.belongie.com
Interview from last week’s AI in Science summit in Copenhagen ais25.eu
Europe’s Win and Worry with Artificial Intelligence
Launch of RAISE – the Resource for AI Science in Europe.
www.sciencestories.dk
November 10, 2025 at 5:26 PM
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