TheBitCast

Europe's Competitiveness Crisis in the AI Era

Podcast: Rene Grywnow’s 5-Minute Business Punch · Rene Grywnow, DBA

Opublikowano: 2026-09-08

Week 36 argued energy is a leadership job inside the factory. Week 37 zooms out to where that job gets decided first: European competitiveness. The continent doesn’t have an AI-ambition problem, it has a megawatt-and-decade problem. The race shifted from algorithms to infrastructure: what decides location and scale is now whether power actually gets there. The IEA reports 2,500+ GW stalled in grid-connection queues worldwide; inside the EU, queues span at least 16 member states, putting ~120 GW of mature renewables at risk by 2030, with some connections taking up to ten years, a millennium in AI time. The price gap isn’t cl...