AICO — AI Compute Observatory is a demand-side intelligence initiative for Europe’s AI compute ecosystem.

As AI compute becomes strategic infrastructure, Europe’s challenge is not only access to GPUs, data centers, and energy. It is also coordination: who needs compute, for which workloads, under what sovereignty, compliance, financing, procurement, and deployment constraints — and how those needs can be made legible enough to inform capacity decisions.

AICO maps Europe’s fragmented AI compute demand to support better alignment between compute users, infrastructure providers, public programs, and upstream hardware capacity.

Its perspective combines a European demand-side lens with upstream semiconductor and AI hardware supply-chain insight, particularly through Europe–Taiwan dynamics.

AICO’s mission is to help ground Europe’s AI infrastructure, procurement, allocation, and sovereignty strategies in physical reality.

Focus areas: AI compute demand, GPU capacity, AI infrastructure, sovereign AI, AI Factories, semiconductor supply chains, data center strategy, procurement dynamics, compute allocation, capacity coordination

AICO — AI Compute Observatory

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AICO — AI Compute Observatory

Org chart

Teams

Offices

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