Goldman's Solomon does not have a central fact

Does not have a central fact or is smudging what he can get over your plate?

The EU has many more AI data centers than we do. He is trying salesman wise to say EU markets need to change. Ha we have the bigger problems.

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I saw you post this before, without supporting data.

Here’s what the internet tells me:

As of early to mid-2025, the United States has approximately 5,400 to 5,426 data centers, while the number of data centers across all of Europe is around 1,400 to 1,800, with Western Europe alone having more than 1,800 facilities and the entire continent having 1,355 dedicated sites according to a March 2025 report.

Well, perhaps the EU data centers are fewer but larger? Let’s go to the videotape:

US data centers are currently larger and more numerous than European ones, with the US accounting for a significantly higher global share of installed capacity and a greater number of data centers. The U.S. dominates the market, hosting the most data centers globally and having the largest total data center power capacity, while Europe, though also growing rapidly, lags behind in overall scale

China, according to most estimates, has about 500, although they are building them faster than we are (now).

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Goof,

Who are you going to believe, the NYT or Google AI?

If you follow the link you can see the numbers on the map.

Goofy,

You are not talking AI data centers. You are talking server farms.

I posted the NYT article and map back when it was published this summer.

@Goofyhoofy

You do not back up things. You are getting this wrong. I have seen you do this repeatedly.

I followed the link. Here’s what it says in the text:

The research does not include every data center worldwide, but the trends were unmistakable. U.S. companies operated 87 A.I. computing hubs, which can sometimes include multiple data centers, or almost two-thirds of the global total, compared with 39 operated by Chinese firms and six by Europeans, according to the research. Inside the data centers, most of the chips — the foundational components for making calculations — were from the U.S. chipmaker [Nvidia](https://www.nytimes.com/2025/05/21/business/nvidia-china-washington-chip-controls-failure.html).

I asked AI: Are there more AI data centers in the US or in Europe:

The United States has significantly more AI data centers and data center capacity than Europe

. While European countries host data centers for major American hyperscalers like Amazon, Google, and Microsoft, the U.S. continues to dominate the market in both number of facilities and overall computing power.

Compute capacity

The difference in capacity is even more pronounced, which is a better measure of the resources available for intensive AI workloads.

  • U.S. capacity: In 2024, the U.S. accounted for 44% of the global installed data center capacity, totaling 53.7 gigawatts (GW).
  • Europe’s capacity: The entire European Union had 11.9 GW of capacity, or about 10% of the global total.
  • Hyperscale dominance: The U.S. leads with over half of the global hyperscale data center capacity. By contrast, Europe and China each hold about one-third of the remaining capacity.
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Correct but why?

Because as the EU enters their supply side econ era the tech companies are bringing their resources to central Europe away from the US over time.

Square footage and capacity can be brought to bear later.

There is a flight of global intellect to Europe in the other sciences as well.

Me next! LOL

@Goofyhoofy

The central economic issue in the US is the corporate tax rate.

TPTB are avoiding this issue—all of them.

We are going into a global great depression. Hide your money. Your bank won’t be safe.

The NYT article spelled it out pretty well. The US has by far the most cloud companies and makes by far the most chips. Therefore, it follows the US has by far the most AI datacenters.

Which is not what you said in your first post.

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Yes it is. Yes it will be.

You are waving a flag, but the powers that be are running for the EU.

The EU double double the number of data centers and the US would still have more.

The EU could triple the number of data centers and the US would still have morel

The EU could quadruple the number of data centers and the US would still have more.

It would appear that your original assertion was not just wrong, but was galactically wrong. Big surprise.

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Since this is a topic I am familiar in my previous life… I will one example,

The former HP Enterprise service, had 4 major data centers in US, Tulsa, OK, Alpharetta, GA, Denvar, CO, Plano, TX and few other smaller DC’s to meet some customer needs or DC’s taken over from customers.

OTOH, in EU, to meet country specific needs and EU’s GDPR requirements, we had over 30 DC’s, but combined they are only as big as Tulsa. Actually US DC’s are bigger and smaller in numbers.

For AWS, in US they have 9 regions, same as Europe. But US data center’s are much bigger than EU. Often for east coast, London is used as HA pair, thus artificially you have more DC’s in EU, without US HA capacity, London DC’s are difficult to justify on their own demand.

In the end, number of DC’s doesn’t matter. EU collectively is not as big as US. When you include Canada, and Mexico as North America, NA is bigger.

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You are focusing on the wrong metric. Focus on GW capacity. Then you will see the big difference…

  • USA Installed capacity: 54 GW, in the next few years it could go as high as 134 GW
  • EU Installed capacity: 23 GW , projected to grow to 35 by 2030.

I know you didn’t ask about China, but

  • China Installed capacity: 32 GW, their growth projection is very difficult to stomach, there projections are anywhere between 500% to 1000%; Their renewable and fissile fuel electricity generation capacity growth plans matches such ambitious plan.

The race is between US and China, and both have some structural advantage. EU is not really that relevant in AI race.

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