Representatives of leading European semiconductor, cloud and AI companies presented their joint industrial policy proposals on Europe’s role in establishing AI Gigafactories during a meeting with the European Commission and members of the European Parliament. The focus was on how European technologies and supply chains could be incorporated into future EU tenders based on measurable performance and energy efficiency criteria. While Europe does not yet have capabilities to manufacture chips below five nanometers, several European companies already can provide fully operational AI compute solutions that meet the energy and performance requirements of today’s data-intensive workloads. At the same time, complementary capacities across the continent can be scaled up over the next three to five years to expand Europe’s overall industrial base for AI infrastructure.