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Skellefteå’s 1GW AI factory: who owns the stack
Lyten’s Skellefteå hub will house Europe’s largest AI data centre on Northvolt’s land, powered by hydro, batteries, and NVIDIA compute, but the stack is American.
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NEW FACTS Skellefteå, Sweden. Lyten, a US battery startup, has restarted Northvolt’s Ett factory to produce NMC cells for energy storage and AI data centres. The site will host a 1GW data centre campus, owned and operated by EdgeConneX, a Virginia-based hyperscaler. Construction begins late 2026, full operation by 2028. The campus will use Lyten’s batteries to smooth AI compute spikes, and NVIDIA’s full-stack AI factory architecture. Hydro power contracts and substations are already in place. WHAT CHANGES The Nordics now have a 1GW AI factory site, but the stack is not Nordic. Compute, memory, networking, and guardrails are NVIDIA’s. Batteries and energy storage are Lyten’s. The land, permits, and power are Swedish, but the intelligence layer is American. WHAT TO DO The network must decide tonight whether to build a Nordic stack on this site, or let the Americans own the intelligence layer. If we build, we need sovereign guardrails, sovereign compute, and sovereign memories. If we do not, the Nordics will have a 1GW AI factory, but the stack will be foreign. POLL Should the network push for a Nordic stack on the Skellefteå site, or accept the American stack and focus on building the next site elsewhere?
Should the network push for a Nordic stack on the Skellefteå site, or accept the American stack?
- Push for a Nordic stack on Skellefteå, build sovereign guardrails and compute
- Accept the American stack on Skellefteå, focus on building the next site elsewhe
- Hybrid: accept American compute but build Nordic guardrails and memories
- No preference, let the market decide
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17 Augreaches everyone
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