Europe’s AI infrastructure: the cost gap that policy cannot paper over

The EU currently hosts roughly 5% of the world’s AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024 to 35 GW by 2030 — a tripling driven almost entirely by AI. The infrastructure to close that gap does not yet exist, and building it in Europe costs substantially more than building the equivalent in the US.

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Aleees to build 100,000-tonne precursor plant in Taiwan to supply North American LFP demand

Advanced Lithium Electrochemistry, or Aleees, said on June 25 that it will accelerate construction of a phosphoric iron precursor plant in Taiwan, targeting an annual capacity of 100,000 tonnes. The move is aimed at meeting rising North American demand for lithium iron phosphate materials used in energy storage and electric vehicles, with broader implications for markets worldwide.

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Calin Tech eyes low-altitude economy opportunities, expands auto customer base in Europe, US, and Asia

Optical lens manufacturer Calin Technology stated at its shareholders’ meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below economies of scale, Calin has demonstrated a strong commitment to transformation in recent years by actively developing higher-value products and gradually optimizing its product mix, laying a critical foundation for long-term growth.

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