Compute Institute
Ratings for the physical buildout of AI

Jurisdiction Index / Poland

Poland

Tier 3 · Contested
Positive
Rank #28 of 30
Data confidence B
50.7 /100

JCI composite · as of · methodology v0

Poland scores 50.7/100 on the Compute Institute Jurisdiction Competitiveness Index (Tier 3, Contested), ranking #28 of 30 rated jurisdictions with a positive outlook, as of June 15, 2026 under methodology v0. Its strongest dimension is Stability & Execution Risk at 6.6/10; its weakest is Power Cost at 3.2/10. 17 of 22 sub-factors are scored on E1–E2 evidence (data confidence B). The positive outlook is driven by 5 forward-looking signals (+1.93 net points, E3–E4 evidence): observed construction velocity (E3), labor & supply capacity (E3), committed capital (E3), sovereign/anchor capital availability (E3) and ecosystem (E3).

Dimension breakdown

Seven dimensions, each 0–10, weighted per methodology v0. JCI = Σ(dimension × weight) × 10.

Power Availability & Deliverability

4.2 /10 weight 20%

Power Cost

3.2 /10 weight 12.5%

Speed to Build

4.5 /10 weight 17.5%

Regulatory & AI Policy Environment

6.2 /10 weight 12.5%

Fiscal & Incentives

6.5 /10 weight 10%

Capital & Ecosystem Depth

Not scored weight 12.5%

Stability & Execution Risk

6.6 /10 weight 15%

Outlook drivers — Positive (+1.93 net points)

Forward-looking E3–E4 signals. They move the outlook only — never the base score.

  • Observed construction velocity
    E3
    +0.61 pts as of
    “Internal-DB-fed and thin, but external evidence shows fast real velocity: Atman completed the first 15 MW phase of its 43 MW WAW-3 campus by Oct 2024, Warsaw has ~28 colocation facilities, and Poland's installed DC base is projected to grow from ~660 MW (2025) toward ~998 MW by 2030 - graded honestly mid-range pending verified internal build timelines.”

    Source: Arizton / Mordor Intelligence, Poland Data Center Market (2025-2026) (www.mordorintelligence.com)

  • Labor & supply capacity
    E3
    +0.88 pts as of
    “Strong EPC and skilled-labour advantage: Poland offers deep lower-cost construction/electrical labour pools and full EU single-market access for equipment, a recognised cost edge over Western Europe that underpins the nearshoring DC boom (>$6bn 2025 commitments).”

    Source: Introl, Poland AI Infrastructure - Central Europe Tech Hub (2025) (introl.com)

  • Committed capital
    E3
    +0.25 pts as of
    “Internal-DB-fed; the genuine DC/AI-infra commitment base is ~$3.6bn (Microsoft ~$1.7bn cloud/AI, Google $1bn+ AI/cloud, Switch EUR 720m/~$780m, Piast ~$143m), explicitly EXCLUDING Intel's $4.6bn Poland project which is a semiconductor fab, not AI-infra/DC compute - graded honestly mid pending verified signed-financed $/MW in DB.”

    Source: Introl, Poland AI Infrastructure - Central Europe Tech Hub (2025) (introl.com)

  • Sovereign/anchor capital availability
    E3
    -0.38 pts as of
    “Poland has a state development institution (PFR - Polish Development Fund) and large state energy investment (700bn PLN 2025 program, EUR 14bn nuclear funding 2025-2030), but no dedicated sovereign DC/compute capital mandate, so anchor capital for AI infrastructure remains indirect and grid/energy-focused rather than a compute fund.”

    Source: Strategic Energy Europe, Poland 700bn PLN 2025 investment / nuclear funding (2025) (strategicenergy.eu)

  • Ecosystem
    E3
    +0.56 pts as of
    “Warsaw is CEE's premier DC hub with ~28 colocation facilities and an installed base growing from ~660 MW (2025) toward ~998 MW by 2030, plus deep fiber, hyperscaler region presence (Microsoft/Google/AWS), and a fast nearshoring pipeline - an emerging-strong ecosystem, still smaller than FLAP-D tier-1 markets.”

    Source: Arizton / Mordor Intelligence, Poland Data Center Market (2025-2026) (www.mordorintelligence.com)

Sub-factor scores and sources

Every base-scored input below carries E1–E2 evidence: a justification, an evidence-level grade, and a link to the underlying source document.

Power Availability & Deliverability — 4.2/10 (weight 20%)

Sub-factor
Score
Justification
Evidence
Source
Grid headroom 40% of dimension 4 /10 Grid is severely congested: the cumulative capacity of refused connection applications rose from 6.2 GW (2020) to 107 GW (2025) per URE, and connections above ~30 MW (e.g. Vantage's 48 MW WAW1) now customarily require the developer to co-fund 400 kV infrastructure; PSE's 64bn PLN... as of
E2
Schoenherr, Poland's grid connection reform (2025) / Reuters via MarketScreener, PSE 64bn PLN plan (2025) www.marketscreener.com
Time-to-power 35% of dimension 3.5 /10 Large DC grid connections in the constrained Warsaw cluster typically run multi-year and are conditioned on developer-funded 400 kV reinforcement; PSE's relief roadmap is dated to ~2029, placing realistic time-to-power for >30 MW loads in the 3-4yr-plus band (anchor 5 skewed wors... as of
E2
Schoenherr / CMS, Poland TSO grid connection procedure changes (Aug 2025) cms.law
Energy mix & expandability 15% of dimension 5 /10 Coal still supplied 52.2% of generation in 2025 (down from 56.6% in 2024) with renewables flat at ~29% (wind ~14%, solar ~12%) and gas 13.2%; expandability is real but slow - RES capacity passed 50% of installed capacity end-2025, a draft plan targets 65.6-68.9% RES + 15.3-16.3%... as of
E1
Forum Energii / Notes From Poland, Poland 2025 energy mix (Jan 2026) notesfrompoland.com
Water availability 10% of dimension 6.5 /10 WRI Aqueduct 4.0 rates most of Poland including the central/Warsaw region at low-to-medium baseline water stress (well below the 40%+ high-stress band), though Poland is one of the more water-scarce EU states on a per-capita basis, supporting hybrid/evaporative cooling without ac... as of
E2
WRI Aqueduct Water Risk Atlas (Baseline Annual v4.0) www.wri.org

Power Cost — 3.2/10 (weight 12.5%)

Sub-factor
Score
Justification
Evidence
Source
Industrial electricity price 60% of dimension 2.5 /10 Eurostat puts Poland non-household medium-size consumer electricity at ~EUR 0.13/kWh in Dec 2024 (~$140/MWh, sitting at the >$140 worst anchor), placing the headline industrial band among the highest in the EU and near the 0-anchor. as of
E1
Eurostat (nrg_pc_205) via Trading Economics, Poland non-household electricity (Dec 2024) tradingeconomics.com
Price trajectory & exposure 25% of dimension 3 /10 Trajectory is adverse: a coal-dominated (52.2%) grid carries heavy EU ETS carbon exposure, and Polish electricity prices are rising fast - household prices alone climbed ~20.0% in H1 2025, the EU's third-fastest - while relief depends on the slow RES/nuclear build-out (first reac... as of
E2
Notes From Poland, Poland EU's third-fastest (household) electricity price rise (Oct 2025) notesfrompoland.com
Cost certainty / contractability 15% of dimension 6 /10 Poland entered the top-5 European markets across all PPA deal types (corporate, route-to-market and utility) in 2024 per Wood Mackenzie, with IT/data centres a leading European buyer segment (corporate PPAs >70% of capacity) - giving developers a deepening route to long-term pric... as of
E2
Wood Mackenzie, European renewable PPA market 2024 (2025) www.woodmac.com

Speed to Build — 4.5/10 (weight 17.5%)

Sub-factor
Score
Justification
Evidence
Source
Permitting regime 40% of dimension 4.5 /10 Building permits are statutorily to issue within 65 days but in practice take up to ~6 months, and Poland has no dedicated DC zoning - developers navigate a patchwork of local MPZP/WZ zoning plus environmental approvals (zoning decisions (WZ) valid only until end-2025 as general... as of
E2
Dudkowiak / Greenberg Traurig, Data Centre Investments & Planning in Poland (2024-2026) www.dudkowiak.com
Observed construction velocity 35% of dimension Excluded — no E1–E2 evidence available; weaker evidence cannot enter a base score.
Labor & supply capacity 25% of dimension Excluded — no E1–E2 evidence available; weaker evidence cannot enter a base score.

Regulatory & AI Policy Environment — 6.2/10 (weight 12.5%)

Sub-factor
Score
Justification
Evidence
Source
AI-specific law in force 35% of dimension 6 /10 The EU AI Act applies directly in Poland (enacted/underwriteable): GPAI obligations bind models launched on/after 2 Aug 2025 immediately (pre-existing models have until 2 Aug 2027), and full high-risk provisions phase in by 2026-2027 - a moderately restrictive but predictable, ha... as of
E2
White & Case, Energy efficiency requirements under the EU AI Act (2025) www.whitecase.com
DC-specific regulation 35% of dimension 6 /10 No DC moratorium; Poland is bound by the EU Energy Efficiency Directive (EED, transposition deadline 11 Oct 2025) requiring reporting for DCs >=500 kW, with an EU Data Centre Energy Efficiency Package (label, energy/water/renewable reporting) proposed for Q1 2026 - meaningful but... as of
E2
White & Case, Data centres and energy consumption: EU regulatory landscape 2026 (2025) www.whitecase.com
Regulatory predictability 30% of dimension 6.5 /10 World Bank WGI 2024 scores Poland +0.69 on Regulatory Quality and +0.58 on Rule of Law (solid upper tier among EU/OECD), reflecting a generally predictable EU-anchored regime, tempered modestly by recent rule-of-law contestation between government and president. as of
E1
World Bank Worldwide Governance Indicators 2024 (Poland) www.theglobaleconomy.com

Fiscal & Incentives — 6.5/10 (weight 10%)

Sub-factor
Score
Justification
Evidence
Source
Enacted incentives 40% of dimension 6 /10 The Polish Investment Zone (PSI), which replaced the SEZ regime, grants enacted CIT exemption for 12-15 years at a maximum regional aid intensity of 50% of qualifying costs for large investors (the 70% figure applies only to micro-enterprises via a +20pp uplift), stackable with E... as of
E1
PAIH (Polish Investment & Trade Agency), Polish Investment Zone (2025) www.paih.gov.pl
Headline tax burden 40% of dimension 7 /10 Poland's standard CIT is a competitive 19% (9% reduced rate for small taxpayers), well below the EU average; Pillar Two top-up applies via the Compensatory Taxation Act in force from 1 Jan 2025 (15% effective floor for groups >=EUR 750m revenue), capping but not eliminating the h... as of
E1
PwC Tax Summaries, Poland - Taxes on corporate income (2025) taxsummaries.pwc.com
Incentive durability 20% of dimension 6.5 /10 PSI decisions run 10-15 years with a draft reform (UD391) extending validity to 20 years and adding an e-PSI platform, anchored within the EU regional-aid framework to 2027+ - giving multi-year durability, with the main risk being EU state-aid map revisions rather than abrupt dom... as of
E2
Garrigues, Poland modernizing the Investment Zone (2025) www.garrigues.com

Capital & Ecosystem Depth (weight 12.5%)

Sub-factor
Score
Justification
Evidence
Source
Committed capital 40% of dimension Excluded — no E1–E2 evidence available; weaker evidence cannot enter a base score.
Ecosystem 30% of dimension Excluded — no E1–E2 evidence available; weaker evidence cannot enter a base score.
Sovereign/anchor capital availability 30% of dimension Excluded — no E1–E2 evidence available; weaker evidence cannot enter a base score.

Stability & Execution Risk — 6.6/10 (weight 15%)

Sub-factor
Score
Justification
Evidence
Source
Political/policy continuity 40% of dimension 6 /10 World Bank WGI 2024 rates Poland +0.58 Rule of Law and +0.50 Political Stability (solid but mid-tier for the EU), and in Sept 2025 Fitch and Moody's both cut the outlook to negative citing a government-president political stalemate and a ~6.9%-of-GDP 2025 deficit - real continuit... as of
E1
World Bank WGI 2024; Bloomberg/Fitch & Moody's negative outlook (Sep 2025) www.theglobaleconomy.com
Currency, transfer & convertibility 35% of dimension 8.5 /10 The zloty (PLN) is a freely floating, fully convertible currency and Poland is an EU member (non-euro) with open capital movement; sovereign ratings sit at A-/A2 (Fitch/Moody's, both affirmed at level with negative outlook Sep 2025), supporting low transfer/convertibility risk de... as of
E1
Fitch (A-) & Moody's (A2) Poland affirmations (Sep 2025) www.fxempire.com
Physical & geopolitical risk 25% of dimension 5 /10 Poland is a NATO member and EU state (mitigant) but a front-line state directly bordering Ukraine and Belarus/Kaliningrad, carrying genuinely elevated geopolitical/spillover risk that depresses its WGI Political Stability score to +0.50 (2024, down from +0.51 in 2023) - a real bu... as of
E1
World Bank WGI 2024; Bloomberg/Fitch & Moody's negative outlook (Sep 2025) www.theglobaleconomy.com

Signals

Recent ingested source documents linked to this jurisdiction via extracted claims or triage mentions, newest first.

  1. www.fxempire.com · relevance 0.00

  2. www.theglobaleconomy.com · relevance 0.00

  3. strategicenergy.eu · relevance 0.20

  4. www.garrigues.com · relevance 0.10

  5. www.paih.gov.pl · relevance 0.10

  6. taxsummaries.pwc.com · relevance 0.00

  7. www.theglobaleconomy.com · relevance 0.00

  8. www.whitecase.com · relevance 0.70

  9. www.whitecase.com · relevance 0.20

  10. introl.com · relevance 0.35

Scores are reproducible from the frozen inputs snapshot recorded at computation time (2026-06-15T23:52:40+00:00). See the full methodology for rubrics, weights, and the evidence ladder.