Atlas of AI Buildout

Atlas / Countries / Italy

Country

Italy

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

2.2 TWhdata-centre electricity · 0.8% of national generation · grade B, Derived

Italy's data centres draw 2.2 TWh of electricity a year, which places it 18th of the 33 countries this atlas carries a figure for.

That is 0.8% of everything the country generates — below the 1.2% median across those countries.

Set against 0.6 GW of installed capacity, that implies a 43% load factor.

One metro is tracked here: Milan, at 330 MW and under construction.

330 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 control basis, at #7 of 12.

It does not register at all on Memory & Storage or Networking.

2 suppliers are domiciled here, booking roughly $20bn between them; the largest is Prysmian.

Its single strongest grip on the buildout is Cables & HVDC, where firms domiciled here hold 20% of global supply in a sub-layer weighted 0.90 for how hard it is to substitute.

About $4bn of AI infrastructure investment has been announced for Italy, though announced is not built — that figure is graded C.

National context

Electricity generation265 TWh A
Data-centre electricity2.2 TWh B
— as a share of generation0.8% B
Installed data-centre capacity0.6 GW B
Tracked metro capacity330 MW B
Announced investment$4bn C
Population58.9m A
GDP$2,550bn A

Where Italy 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#12of 14——
Memory & Storage———
Networking———
Systems & Facility#22of 54——
Power & Grid#19of 77#10of 17#7of 12

Data centre metros (1)

Milan — Under constructionNamed by JLL as a rising destination for operator and investor capital.330 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.

Power & Grid

Sub-layerShareSubstitutability
Turbines & prime movers6% B×0.95
Cables & HVDC20% C×0.90

Strongest single grip: Cables & HVDC — 20% × 0.90 substitutability weight.

Suppliers domiciled here (2)

Prysmian — HV and submarine cablePower & GridLargest single cable position; capacity expansion announced through 2027.$18bn
Ansaldo Energia — Gas turbinesPower & GridFourth Western turbine OEM.$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 Italy 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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