Atlas of AI Buildout

Atlas / Countries / Germany

Country

Germany

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

9 TWhdata-centre electricity · 1.8% of national generation · grade B, Derived

Germany's data centres draw 9 TWh of electricity a year, which places it 4th of the 33 countries this atlas carries a figure for.

That is 1.8% of everything the country generates — above the 1.2% median across those countries.

Set against 2.7 GW of installed capacity, that implies a 38% load factor.

2 metros are tracked here, totalling 1,372 MW, of which Frankfurt alone is 1,222 MW — 89% of the national total.

150 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 physical basis, at #4 of 77.

It does not register at all on Memory & Storage.

4 suppliers are domiciled here, booking roughly $49bn between them; the largest is Siemens Energy.

Its single strongest grip on the buildout is Turbines & prime movers, where firms domiciled here hold 16% of global supply in a sub-layer weighted 0.95 for how hard it is to substitute.

About $15bn of AI infrastructure investment has been announced for Germany, though announced is not built — that figure is graded C.

National context

Electricity generation500 TWh A
Data-centre electricity9 TWh B
— as a share of generation1.8% B
Installed data-centre capacity2.7 GW B
Tracked metro capacity1,372 MW B
Announced investment$15bn C
Population83.5m A
GDP$5,048bn A

Grid friction

Transmission-limited
North–south transfer constraints shape where large loads can site.

Where Germany 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#6of 14#5of 9#8of 10
Memory & Storage———
Networking#8of 9——
Systems & Facility#7of 54——
Power & Grid#4of 77#7of 17#6of 12

Data centre metros (2)

Frankfurt — Operating1,222.5 MW — the largest continental European market, and the tightest in FLAP-D at 3.1% colocation vacancy. 311 MW in development and 687 MW planned, but 24-month lead times pace delivery.1,222 MW A
Berlin — Under construction150 MW C

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.

Silicon

Sub-layerShareSubstitutability
Wafers & materials10% C×0.75

Strongest single grip: Wafers & materials — 10% × 0.75 substitutability weight.

Power & Grid

Sub-layerShareSubstitutability
Turbines & prime movers16% B×0.95
Transformers & switchgear11% C×0.80
On-site power & backup7% C×0.45

Strongest single grip: Turbines & prime movers — 16% × 0.95 substitutability weight.

Suppliers domiciled here (4)

Siemens Energy — Turbines, grid technologyPower & GridRecord order backlog; gas turbine unit sales roughly doubled 2024→2025.$28bn
Infineon — Power semiconductorsSiliconPower delivery into the rack rather than compute.$16bn
Carl Zeiss SMT — EUV opticsSiliconSole supplier of EUV optics to ASML — a chokepoint inside a chokepoint.$3bn
Siltronic — Silicon wafersSilicon$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 Germany 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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