The proposed AI gigafactory in Poland has entered a formal European procurement process, but the investment is not yet guaranteed. Poland has committed up to EUR 135.3 million to purchasing computing access between 2028 and 2033. The success of the Polish bid will depend on the consortium, financing, access to approximately 120 MW of grid capacity, network infrastructure and the ability to sell most of the available computing resources commercially.
Growing demand for computing capacity is making access to AI infrastructure one of the key conditions for the development of technology and industrial companies. For businesses considering investing in Poland, the proposed AI gigafactory could therefore represent more than a major infrastructure project. It could also provide easier access to the resources required to develop and deploy advanced artificial intelligence models.
The project has already entered a formal procurement process, although its final implementation still depends on the outcome of the tender and the preparation of a competitive bid. Poland has signed the Joint Procurement Agreement, the government has committed up to EUR 135.3 million to purchasing computing access between 2028 and 2033, and the European High Performance Computing Joint Undertaking (EuroHPC JU) opened the tender on 30 July 2026, with bids due by 12 November. The outcome will depend on the quality of the consortium’s proposal, financing, access to sufficient grid capacity — estimated at approximately 120 MW for the Polish concept — network infrastructure and the ability to sell most of the available resources commercially.
Key dates
From Agreement to Launch
Status: signed
Joint Procurement Agreement signed
Poland may participate in the joint purchase of computing capacity. This is not an agreement to construct a facility, nor does it award a gigafactory location to Poland.
Open now — 30 July 2026
EuroHPC JU tender open
Bids may be submitted by consortia or special-purpose vehicles bringing together companies, investors and public-sector entities. Up to seven projects are expected to be selected.
Bids due 12 Nov 2026Early 2027
Selected projects announced
No consortium or location has yet been selected. Financing has not been finalised and no implementation agreement has been signed.
2028
Planned launch, first phase
EuroHPC assumes the infrastructure becomes operational within 18 months of selection — a tight schedule for grid connections, permits and hardware deliveries.
Is the construction of an AI gigafactory in Poland already certain?
No. Poland has met several important formal requirements, but no consortium or location has been selected, financing has not been finalised and no implementation agreement has been signed. The EuroHPC JU procedure is expected to select up to seven projects. Bids may be submitted by consortia or special-purpose vehicles bringing together companies, investors and public-sector entities. The deadline is 12 November 2026 at 16:00 CET.
The selected projects are expected to be announced in early 2027. EuroHPC assumes that the infrastructure will become operational within 18 months of selection, which means that 2028 remains a realistic launch date for the first phase.
| Element | Current status | Significance for investors |
| Poland’s status | Joint Procurement Agreement signed | Poland may participate in the joint purchase of computing capacity |
| Tender | Open until 12 November 2026 | The consortium and financing structure must be completed quickly |
| State commitment | Up to EUR 135.3 million between 2028 and 2033 | Part of the project’s revenue may be secured through public contracts |
| Polish concept | Medium-scale project ultimately equipped with AI accelerators providing computing performance equivalent to at least 75,000 NVIDIA H100 GPUs | Very high energy and technical requirements |
| Planned launch | 2028 | Tight schedule for grid connections, permits and hardware deliveries |
What does the signed Joint Procurement Agreement actually change?
The Joint Procurement Agreement allows Poland to participate in the joint European purchase of access time from AI gigafactories. It is not an agreement to construct a facility, nor does it award a gigafactory location to Poland. However, the Polish state may become a future purchaser of computing services, reducing the project’s demand risk.
Council of Ministers Resolution No. 153 sets the maximum expenditure limit at EUR 135.3 million: EUR 12.3 million in 2028, EUR 27 million annually from 2029 to 2032 and EUR 15 million in 2033. The funds are intended to purchase computing access, not to finance the construction of the data centre. On a reciprocal basis, the minister responsible for digital affairs may exchange funds allocated to purchasing AI gigafactory access with other EU Member States, up to the equivalent of EUR 45 million. The Polish Ministry of Digital Affairs states that Poland’s core commitment covers services worth EUR 100 million, matched by an equivalent EU contribution. The higher limit provided for in the resolution includes a financial reserve and VAT.
MAXIMUM EXPENDITURE LIMIT
€135.3 million
Set by Council of Ministers Resolution No. 153, to purchase computing access — not to finance construction. Poland’s core commitment covers €100 million in services, matched by an equivalent EU contribution.
34%
Guaranteed demand
Public-sector purchases could represent approximately 34% of the gigafactory’s infrastructure expenditure.
120 MW
Grid capacity needed
Estimated power requirement for the Polish concept, per the National Institute of Telecommunications.
75,000
GPU-equivalent
Computing performance equivalent to at least 75,000 NVIDIA H100 GPUs, once fully equipped.
Why does guaranteed demand matter to businesses and investors?
The AI gigafactory is not expected to rely primarily on construction grants. Under the proposed model, Poland and EuroHPC will purchase part of the available computing capacity from the start. This would provide the private consortium with a major contracted customer as soon as operations begin.
This matters because it reduces the risk that expensive infrastructure will remain underused during its first years of operation. The total value of guaranteed public-sector purchases could represent approximately 34% of the gigafactory’s infrastructure expenditure. The final financing structure will nevertheless depend on the tender conditions and the model adopted by the winning consortium.
The consortium will need to sell the remaining capacity on the commercial market. Potential customers include AI model developers, industrial companies, banks, energy businesses, telecommunications operators, universities and public authorities. A guaranteed purchaser for part of the capacity should facilitate project financing, but it will not eliminate all risks. Energy costs, construction deadlines, the availability of AI accelerators, price competition and the ability to attract commercial customers will remain critical.
The Ministry of Digital Affairs previously estimated the total value of the investment at more than PLN 10 billion. Banks and investors will therefore assess not only public support, but also partner equity, energy supply agreements, the pipeline of potential customers and the plan for future infrastructure upgrades.
Who can join an AI gigafactory consortium?
A credible bid will require a combination of infrastructure, financing and technology expertise. EuroHPC permits both consortia and special-purpose vehicles established by companies, investors, public-sector entities and other partners. The project may operate from one location, several sites or as part of a cross-border infrastructure arrangement.
Required participants are likely to include a data centre operator, energy, connectivity and hardware suppliers, financing institutions, cloud operators, cybersecurity providers and major users of computing capacity. From the perspective of foreign companies considering investing in Poland, the project creates opportunities not only for equity investors, but also for providers of energy, telecommunications infrastructure, cooling systems, cybersecurity and specialist software. A foreign investor meeting the tender requirements may also participate as an infrastructure operator, technology provider, purchaser of computing capacity or partner delivering specialist services.
CONSORTIUM PARTICIPANTS
Who Can Join an AI Gigafactory Consortium
Data centre operator
Runs the facility once operational.
Energy suppliers
Secure long-term power purchase agreements.
Connectivity & hardware suppliers
Fibre-optic redundancy and AI accelerators.
Financing institutions
Assess partner equity and revenue pipeline.
Cloud operators
Deliver secure cloud access to capacity.
Cybersecurity providers
Protect infrastructure and data storage.
A FOREIGN INVESTOR MAY TAKE PART AS
What will determine the location of an AI gigafactory in Poland?
The main constraint will not be the price of land, but access to energy, network infrastructure and the time required to obtain permits. Poland has not designated a single location. Deputy Minister Dariusz Standerski referred to ten previously identified sites, but the final location is expected to form part of the consortium’s proposal.
The National Institute of Telecommunications (IŁ) estimated that a medium-scale project would ultimately require approximately 120 MW of power. EuroHPC also requires suitable energy infrastructure and recognised practices relating to energy efficiency, water consumption and material circularity.
The location assessment should cover available grid capacity and the connection timetable, the possibility of signing long-term power purchase agreements, fibre-optic redundancy, cooling systems, security, access to skilled employees and the schedule for obtaining environmental and construction approvals.
What could an AI gigafactory change for companies in Poland?
The principal benefit would not be the building itself, but local access to the infrastructure required to develop models at a very large scale. AI gigafactories are intended to support model development, training, fine-tuning and inference, together with secure cloud access, data storage and high-bandwidth networks. Industrial companies could use this capacity to optimise production and predict equipment failures, banks could develop risk models, while universities and public authorities could implement projects for which dedicated infrastructure would otherwise be uneconomic.
This does not automatically mean inexpensive or unlimited computing capacity. The allocation rules for Poland’s publicly purchased capacity, access criteria and pricing still require further decisions. Companies should already calculate their expected computing volumes, data requirements and ability to transfer workloads between providers.
What risks should investors assess?
Investors should first determine whether the consortium has stable financing, suitable partners and a credible plan for selling computing capacity. It will also be essential to establish whether the selected location can secure a rapid connection to the electricity grid and sufficient telecommunications infrastructure.
Purchasing the required number of AI accelerators and replacing them with newer models may also be a major challenge. This hardware becomes outdated quickly, while its availability remains limited.
The short implementation schedule creates additional risk. Launching the gigafactory within 18 months of project selection will require the efficient procurement of transformers, cooling systems and specialist equipment.
What Should Investors Assess?
01
Consortium credibility — Stable financing, suitable partners and a credible plan for selling the remaining computing capacity commercially.
02
Grid & telecom readiness — Whether the selected location can secure a rapid connection to the electricity grid and sufficient telecommunications infrastructure.
03
Hardware procurement — AI accelerators become outdated quickly, while availability remains limited, making replacement a recurring challenge.
04
Tight schedule — Launching within 18 months of selection requires efficient procurement of transformers, cooling systems and specialist equipment.
Source: Joint Procurement Agreement, Council of Ministers Resolution No. 153, EuroHPC JU tender documentation, National Institute of Telecommunications (IŁ) estimates.
Could an AI gigafactory strengthen Poland’s position in Europe?
Yes. An AI gigafactory could substantially strengthen Poland’s position in the European technology market. Access to large-scale computing capacity would provide companies, universities and public authorities with better conditions for developing advanced artificial intelligence models without becoming fully dependent on infrastructure located outside the region.
The investment could also accelerate the development of Poland’s data centre, energy, cybersecurity, engineering and specialist software sectors. The benefits would extend beyond large technology companies to industrial, logistics, financial and energy businesses that increasingly use AI for process automation and data analysis.
The project’s greatest value would be the ability to develop proprietary models, technology products and intellectual property in Poland. The gigafactory could therefore stimulate the wider AI ecosystem rather than operate solely as a large data centre.
The project forms part of Poland’s wider artificial intelligence development policy through 2030, which includes expanding national computing infrastructure, developing specialist skills and increasing the use of AI by businesses and public authorities.
Poland has established the formal basis for participating in the joint procurement procedure and has guaranteed the purchase of part of the future computing capacity. A consortium planning an investment in Poland can therefore compete for the project through the open tender. Its next step will be to prepare a competitive bid covering financing, location, energy access and a commercial customer acquisition plan. The agreement alone does not guarantee that the investment will proceed in Poland, but it materially improves the country’s chances of participating in one of Europe’s most important artificial intelligence infrastructure projects.
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