Choose France 2026: From reindustrialization to the gigawatt war

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Summary

This article examines how France’s Choose France summit has shifted from traditional industrial projects to AI infrastructure, data centers, semiconductors, and energy capacity. It highlights large commitments such as SoftBank’s planned AI-related investment and related projects from HPE, NVIDIA, Foxconn, Schneider Electric, Tekever, and Venturi Space. It also shows the gap between announced ambitions and real execution, citing failures such as Carbon’s liquidation and Fluidstack’s abandoned data center project. The piece argues that industrial competitiveness now depends on power, infrastructure, and the ability to turn promises into operational capacity.

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