Atlas of AI Buildout

Atlas / Countries / Sweden

Country

Sweden

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

2 TWhdata-centre electricity · 1.2% of national generation · grade B, Derived

Sweden's data centres draw 2 TWh of electricity a year, which places it 20th of the 33 countries this atlas carries a figure for.

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

Set against 0.5 GW of installed capacity, that implies a 48% load factor.

One metro is tracked here: Stockholm, at 260 MW and under construction.

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

Its strongest showing anywhere in the atlas is Systems & Facility on the ownership basis, at #6 of 9.

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

One supplier is domiciled here, Munters, booking roughly $2bn.

Its single strongest grip on the buildout is Cooling & thermal, where firms domiciled here hold 8% of global supply in a sub-layer weighted 0.65 for how hard it is to substitute.

About $3bn of AI infrastructure investment has been announced for Sweden, though announced is not built — that figure is graded C.

National context

Electricity generation170 TWh A
Data-centre electricity2 TWh B
— as a share of generation1.2% B
Installed data-centre capacity0.5 GW B
Tracked metro capacity260 MW B
Announced investment$3bn C
Population10.7m A
GDP$669bn A

Where Sweden 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———
Memory & Storage———
Networking———
Systems & Facility#24of 54#6of 9#6of 9
Power & Grid#21of 77——

Data centre metros (1)

Stockholm — Under construction260 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.

Systems & Facility

Sub-layerShareSubstitutability
Cooling & thermal8% C×0.65

Strongest single grip: Cooling & thermal — 8% × 0.65 substitutability weight.

Suppliers domiciled here (1)

Munters — Air treatment, coolingSystems & Facility$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 Sweden 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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