Atlas of AI Buildout

Atlas / Countries / Netherlands

Country

Netherlands

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

3.8 TWhdata-centre electricity · 2.8% of national generation · grade B, Derived

Netherlands's data centres draw 3.8 TWh of electricity a year, which places it 13th of the 33 countries this atlas carries a figure for.

That is 2.8% of everything the country generates — well above the 1.2% median across those countries.

Set against 1.4 GW of installed capacity, that implies a 30% load factor.

One metro is tracked here: Amsterdam, at 480 MW and operating.

Its strongest showing anywhere in the atlas is Silicon on the ownership basis, at #4 of 9.

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

3 suppliers are domiciled here, booking roughly $42bn between them; the largest is ASML.

Its single strongest grip on the buildout is Semicap equipment, where firms domiciled here hold 22% of global supply in a sub-layer weighted 0.96 for how hard it is to substitute.

About $5bn of AI infrastructure investment has been announced for Netherlands, though announced is not built — that figure is graded C.

National context

Electricity generation135 TWh A
Data-centre electricity3.8 TWh B
— as a share of generation2.8% B
Installed data-centre capacity1.4 GW B
Tracked metro capacity480 MW B
Announced investment$5bn C
Population18m A
GDP$1,332bn A

Grid friction

Grid congestion
Widespread transport congestion on the national network limits new large connections in several provinces.

Where Netherlands 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—#4of 9#6of 10
Memory & Storage———
Networking———
Systems & Facility#17of 54#7of 9#7of 9
Power & Grid#13of 77#15of 17—

Data centre metros (1)

Amsterdam — Operating9.4% vacancy and only 16.3 MW delivered in H1 2026 — the slowest FLAP-D market. Growth shaped by municipal siting rules and national grid congestion.480 MW B

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
Semicap equipment22% B×0.96

Strongest single grip: Semicap equipment — 22% × 0.96 substitutability weight.

Systems & Facility

Sub-layerShareSubstitutability
Colocation & neocloud8% B×0.45

Strongest single grip: Colocation & neocloud — 8% × 0.45 substitutability weight.

Suppliers domiciled here (3)

ASML — LithographySilicon100% of EUV and 21.2% of all wafer fab equipment. The single cleanest chokepoint in the stack.$35bn
TenneT — TSO, offshore gridPower & GridOperates in both the Netherlands and Germany.$6bn
Nebius — GPU cloudSystems & FacilityNetherlands-domiciled successor to Yandex's cloud arm.$1bn

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 Netherlands 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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