EU’s €20B AI Gigafactory Plan Faces Growing Backlash

The European Commission’s €20 billion plan for AI gigafactories is facing pushback from lawmakers and experts.

Critics question whether there is enough demand and whether the projects fit Europe’s real AI use cases.

They also warn the plan leans too heavily on Nvidia GPUs just as the market shifts from training toward inference and more distributed infrastructure.

The debate raises a bigger issue: whether EU industrial policy can adapt fast enough to changing AI infrastructure needs.