Permission Slips and Poured Concrete
A stack of European filings wants to triple data center capacity and own more of the AI stack — on the same day a JP Morgan report says the country building fastest can't pour its own concrete on schedule. Lenar and Damra trace the day's real constraint: not model quality, but megawatts, transformers, capital, and rights.
The EU's Cloud and AI Development Act (CADA) aims to triple data center capacity in 5–7 years, paired with a tech-sovereignty communication and open-source strategy and a Chips Act 2.0 — a statement of intent about which layers of the stack Europe wants to own.
JP Morgan…
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