Signal US, China and the EU build AI supercomputing centres under national AI strategies

Summary

The report observes that the US Stargate project, the AI chip roadmap of China's Huawei Ascend and the EU's EuroHPC Joint Undertaking are all building AI supercomputing centres. Each is a project tied to a national or regional AI strategy rather than a purely commercial investment. Soaring electricity use for training AI models is making eco-friendly, low-power computing and liquid cooling important competitive factors for next-generation data centres. The report reads these projects as evidence that securing computing capacity has become a matter of state strategy. They also illustrate how infrastructure competition is spreading across the three largest technology blocs at the same time.