The AI Continent Action Plan will enable European telecoms operators to develop their AI capabilities
09 May 2025 | Research
Article | PDF (3 pages) | Cloud and AI Infrastructure| AI and Data Platforms
"Telecoms operators should ensure that they capitalise on the benefits that the AI Continent Action Plan promises, such as the development of new AI factories and gigafactories."
The European Union (EU) released its AI Continent Action Plan (AI-CAP) on 9 April 2025. The AI-CAP is a comprehensive strategy document that defines the EU’s approach to sustained investment in AI infrastructure. It builds on, and seeks to simplify the implementation of, other EU AI infrastructure initiatives. The plan aims to support foundational training schemes (such as European Digital Innovation Hubs (EDIHs)) to make the most of new computing infrastructure (via investment in AI factories and data centres) and access to high-quality data (via the Data Union Strategy (DUS) and Data Labs). Figure 1 shows the EU initiatives and funding bodies that are linked to the AI-CAP.
Figure 1: Aims outlined in the AI-CAP and the associated initiatives/bodies
| Aim | Associated initiative/body |
|---|---|
| Incentivise large investments in cloud and edge capacity | Cloud and AI Development Act (CADA) |
| Increase access to reliable and well-organised data |
|
| Deployment and scaling of AI factories and gigafactories |
|
| Accelerate the take-up of AI |
|
| Foster research and innovation efforts |
|
Source: Analysys Mason
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