Atlas of AI Buildout

Atlas / Countries / France

Country

France

Data centre capacity, electricity and supply-chain position · ISO FR

5.4 TWhdata-centre electricity · 0.9% of national generation · grade B, Derived

France's data centres draw 5.4 TWh of electricity a year, which places it 10th of the 33 countries this atlas carries a figure for.

That is 0.9% of everything the country generates — around the 1.2% median across those countries.

Set against 1.4 GW of installed capacity, that implies a 44% load factor.

One metro is tracked here: Paris, at 667 MW and under construction.

667 MW of that is not yet operating: it is under construction or still an announcement.

Its strongest showing anywhere in the atlas is Power & Grid on the ownership basis, at #2 of 17.

It does not register at all on Memory & Storage.

7 suppliers are domiciled here, booking roughly $77bn between them; the largest is Schneider Electric.

Its single strongest grip on the buildout is Submarine cable, where firms domiciled here hold 25% of global supply in a sub-layer weighted 0.85 for how hard it is to substitute.

About $118bn of AI infrastructure investment has been announced for France, though announced is not built — that figure is graded A.

National context

Electricity generation570 TWh A
Data-centre electricity5.4 TWh B
— as a share of generation0.9% B
Installed data-centre capacity1.4 GW B
Tracked metro capacity667 MW B
Announced investment$118bn A
Population68.9m A
GDP$3,369bn A

Where France ranks

The same tables read three ways. A country can lead one basis and be invisible on another, and that gap is the whole point of the atlas.

Tier Physicalassets here Ownershiprevenue booked Controlcould stop you
Silicon#11of 14——
Memory & Storage———
Networking#9of 9#4of 4#4of 5
Systems & Facility#13of 54——
Power & Grid#10of 77#2of 17#5of 12

Data centre metros (1)

Paris — Under construction666.8 MW at 6.7% vacancy. Led all FLAP-D markets in H1 2026 with 72.5 MW delivered, ahead of its own full-year forecast — French nuclear capacity and EDF's grid-ready pipeline are the draw.667 MW A

Supply positions

Share of each global sub-layer held by firms domiciled here, and how hard that sub-layer would be to substitute. Those two multiplied are what the control basis ranks on.

Networking

Sub-layerShareSubstitutability
Submarine cable25% C×0.85

Strongest single grip: Submarine cable — 25% × 0.85 substitutability weight.

Power & Grid

Sub-layerShareSubstitutability
Transformers & switchgear11% C×0.80
Cables & HVDC11% C×0.90
Nuclear & SMR16% C×0.70

Strongest single grip: Nuclear & SMR — 16% × 0.70 substitutability weight.

Suppliers domiciled here (7)

Schneider Electric — Electrical distribution, DC powerPower & GridVery large share of revenue sits outside the grid perimeter.$41bn
Électricité de France — Nuclear new buildPower & GridNuclear engineering scope only.$10bn
Legrand — Electrical infrastructurePower & Grid$9bn
Nexans — HV and submarine cablePower & Grid$8bn
Framatome — Reactors, fuelPower & Grid$5bn
Alcatel Submarine Networks — Submarine cable systemsNetworkingFrench state took a controlling stake, explicitly on sovereignty grounds.$2bn
Alstom — Traction and gridPower & GridSmall grid perimeter.$2bn

Revenue is the group or segment figure closest to each tier's perimeter. Segment boundaries differ between issuers, so treat the split as indicative.

Open France in the interactive atlas →

Every figure here is computed from the same tables the atlas reads, and is downloadable as CSV. Think something is wrong? Tell me — corrections are more useful than compliments.

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