THESIS PAPER · 2026

AI Infrastructure Germany 2026

On artificial intelligence and the infrastructure it requires in Germany.

A perspective on data centres, grid access, regulation, municipal acceptance and operating models.

32 pages · Version 1.0 · 22.09.2026 · Paper in German

Cover of the AI infrastructure paper

WHAT IT COVERS

Five theses and an outlook.

Alongside AI models and applications, the paper explores the infrastructure beneath them: electricity, data centres, grid connections, regulation, local acceptance and a possible distributed inference model.

01

Ownership and pace

The roles of private enterprise and government, with reliable approval and grid connection timelines.

02

Measurable benefits

The link between AI benefits and infrastructure needs in healthcare and transport.

03

Technology and law

Grid connections, the AI Act, NIS2 and KRITIS on different timelines.

04

Acceptance and location

Municipal procedures, communication and local value creation in site development.

05

From support to core processes

Data preparation, integration and compute for the next stage of AI adoption.

AUDIENCE

For decision makers in infrastructure and policy.

The paper addresses operators, municipalities, utilities, investors, policymakers and public administrations.

Its outlook separates the roles of energy supply, physical assets, compute operations and customer services.

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The German-language sample includes the title page, table of contents, executive summary and key figures.

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