Contact:
George Gesek
Phone: +43 1 54 41 159 2160
E-Mail: george.gesek@novarion.com
- AI Act
- Chips Act
- EU
- European Union
- NOVARION
- Gigafactory
- Factory
- AI
- Artificial Intelligence
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Brussels/Berlin/Vienna (pts017/18.11.2025/11:30) - Representatives of leading European semiconductor, cloud and AI companies presented their joint industrial policy proposals on Europe's role in establishing AI Gigafactories during a meeting with the European Commission and members of the European Parliament. The focus was on how European technologies and supply chains could be incorporated into future EU tenders based on measurable performance and energy efficiency criteria. While Europe does not yet have capabilities to manufacture chips below five nanometers, several European companies already can provide fully operational AI compute solutions that meet the energy and performance requirements of today's data-intensive workloads. At the same time, complementary capacities across the continent can be scaled up over the next three to five years to expand Europe's overall industrial base for AI infrastructure.
Performance-based criteria and European value creation
The participating companies emphasized that Europe's competitiveness depends on building open and efficient AI systems that support system sovereignty and sustainable growth. Specifically, they proposed that future tenders for AI Gigafactories should prioritize technologies that avoid vendor lock-in, enhance energy efficiency, and strengthen European supply chain independence. The aim is to develop a European AI infrastructure that combines openness, efficiency, and sovereignty, in order to implement the industrial policy objectives of the Apply AI Strategy. "Europe has everything it needs to realize its own AI Gigafactories', said Hector Gonzalez, CEO of SpiNNcloud and founding member of the European AI Chips initiative. "SpiNNcloud is already delivering server-scale systems for high-performant and energy-efficient AI workloads that demonstrate what European technology can achieve today. Therefore, it is crucial that the tenders for the AI Gigafactories also reflect these competencies."
The initiative estimates that aligning industrial and public investments across semiconductor programs comparable in size to the existing IPCEI semiconductor projects would provide a solid foundation for Europe's AI infrastructure. Furthermore, the proposals align with the objectives of the EU's Apply AI Strategy, the Chips Act 2.0, and the Green Deal Industrial Plan by combining energy efficiency, sovereignty, and innovation.
European semiconductor industry references available products
The European industry already has key competencies that can be expanded in the short term and specifically integrated into the development of AI Gigafactories. These include advanced packaging and system integration solutions in France, Germany and Austria, energy-efficient processor and accelerator architectures in Germany, the Netherlands and Finland, and neuromorphic computing approaches and modern power electronics that can significantly reduce the energy consumption of AI systems. "The bottleneck for Gigafactory deployment is energy and cost-effective energy access," said Fabrizio Del Maffeo, CEO of Axelera AI. "We can remove that barrier, and environmental impact for Europe by delivering innovative technology that brings high performance without the energy need and capital cost of other solutions."
"Beyond the environmental challenges which are key to the future, energy efficiency is a major competitive advantage for Europe," said Philippe Notton, CEO of SiPearl. "Today, we have the opportunity to transform our technological advances in this area into a strength for our industry, and we must seize it." The technological foundation is complemented by secure cloud and edge infrastructures that ensure sovereign and trustworthy data processing. Taken together, these capabilities already form the basis for providing industrially viable and competitive European AI technology for the establishment of European AI Gigafactories.
Industry coalition demonstrates comprehensive capabilities
The meeting showcased broad industry alignment on Europe's readiness to deliver AI Gigafactory solutions. Jan Pantzar, VP Sales & Marketing pointed out: "Europe's strength lies in collaboration. Together, we can create AI Gigafactories that are not only competitive globally but also sustainable and sovereign and VSORA's energy-efficient inference silicon is a cornerstone of that vision." George Gesek, CEO of NOVARION, added: "Europe's industrial capacity for the full AI stack is much underestimated. Thus this initiative is set to close the gaps between expectation and capabilities in the ongoing efforts to implement a Sovereign EU AI Stack in the AI Gigafactories."
Companies are already moving from concepts to concrete commercial solutions. Edith Laga, Fellow PR and Public Affairs of Q.ANT noted: "Q.ANT's photonic AI accelerator delivers up to 50x the performance and 30x the energy efficiency compared to digital circuits. Already operational in supercomputing centers and fully developed in Germany, these processors can be manufactured by retrofitting existing factories, putting Europe two years ahead in next-level computing." Roger Espasa, CEO of Semidynamics said: "Semidynamics is on track to delivering full rack solutions targeting AI inference workloads using its own advanced silicon." Further to this, Sebastien Couet, CTO of Vertical Compute, noted: "Vertical Compute's is currently industrializing its proprietary vertical integrated Memory using the EU chips act pilot lines capabilities. With the potential to redefine the Generative AI infrastructure landscape, this initiative is to make sure we can build early on a European industrial customer base that could on ramp our products has they reach the market." To this, Steven Latre, Chief AI Officer of Openchip, added: "Openchip is releasing a first software product next year to manage AI (giga)factories and AI datacenters."
Europe's industrial readiness is its opportunity
According to industry estimates, the time frame until the AI Gigafactories go into operation is crucial. Since the planning, approval and construction of the facilities are expected to take at least three to six years, European suppliers can contribute their technologies accordingly. This would enable Europe to build its own energy-efficient and sovereign AI infrastructure.
About the initiative
The discussion was initiated by a consortium of European technology companies, including SpiNNcloud (https://spinncloud.com/), SiPearl (https://sipearl.com/), Axelera (https://axelera.ai/), VSORA (https://vsora.com/), NOVARION (https://www.novarion.systems), Openchip (https://openchip.com/), Vertical Compute (https://verticalcompute.com/), Semidynamics (https://semidynamics.com/en) and Q.ANT (https://qant.com/de/), and is supported by the Silicon Europe Alliance (https://www.silicon-europe.eu/home/), the network of all European cluster regions. The aim of the initiative is to bring European technological expertise, energy efficiency and industrial supply capability to bear in the development of the European AI infrastructure, thereby strengthening Europe's role in the global value chain.
The meeting concluded with a productive discussion between the European Commission, Members of the European Parliament and industry partners on integrating European computing technologies into the AI Gigafactory program. All participants expressed strong support and committed to continuing their dialogue on how to effectively incorporate European technological capabilities into the forthcoming procurement.
Picture material for download under: Download link for group photo (https://spinncloud.sharepoint.com/:i:/s/CloudSP/Ee_KnF-FksZFhHvhUWv3_SkBUKIEcjUuziGrdKBUx1rfSg?e=hQmlG6)
Use for media free of charge.
Picture credits: Oliver Schenk
Press contact:
Dr. Maurice Chales de Beaulieu, SpiNNcloud Systems GmbH
Phone: +49 351 21776005
@: maurice.chales.de.beaulieu@spinncloud.com
Further information for interested media representatives:
Frank Bösenberg, Chairman of the Silicon Europe Alliance, will be speaking about the European AI Chips initiative at a press conference during SEMICON Europa/Productronica 2025 on 18 November 2025 at 1 p.m. Members of the trade and business media who are interested in attending the press conference can register by emailing presse@silicon-saxony.de.
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