Machinepower

Machinepower Index / Dossiers / Germany

Rank 5 of 50 · Tier 2

Rank 4–8 across the scoring rules tested. How this is tested

Germany

Chokepoint Leverage — For nations holding a step in the chain nobody can route around, which their government could switch off: trade access for compute, investment and protection, and stay irreplaceable.

Score6.74
Potential7.27
Bottleneck cost−0.52
Weakest cell: Frontier Model Output at 4.5 Binding layer: Weights Since the October fix: No change logged Edition: Q4 2026 · updated October 2026

How the Score, Potential and bottleneck cost are worked out: methodology.

The three layers

WattsMaterial power
6.8 / 10

Energy, grids, data centres and silicon — the physical capacity to run models at scale.

Compute tracked by Epoch AI: Germany controls 36,000 H100-equivalents, wherever the sites are; has 200 on its soil with the owner not reported. Hosted compute is shown, not scored.

WeightsIntelligence power · holds the weakest cell
7.1 / 10

Models, alignment capability, standards influence and the talent that produces them.

WillPolitical power
7.9 / 10

The capacity to wire AI into the state and the economy while holding public consent.

Where the score comes from

LayerSub-dimensionBasisScore
WattsPlanning & PermittingAssessed5.8
Firm Power CapacityDataset6.0
Sovereign ComputeDataset8.0
Hardware & Silicon AccessDataset7.5
WeightsFrontier Model OutputAssessed4.5
Alignment CapabilityAssessed7.6
Regulatory StandingDataset9.1
Talent DensityDataset Sources differ7.3
WillPolicy CapacityDataset8.5
Public Sector AdoptionDataset8.3
Workforce TransitionDataset9.3
Public TrustDataset5.3

Assessed marks a measurement we judged rather than took from a dataset: 3 of the 12 here.

Sources differ marks a cell where two sources disagree by more than a point. Talent Density: Stanford's count and the developer-based estimate differ by more than a point (7.9 against 6.8); the cell is their average.

Sources

Ipsos AI Monitor 2026April 2026
Public Trust in AI
37% say AI products have more benefits than drawbacks

Share of adults agreeing that products and services using AI have more benefits than drawbacks; the Index scores public trust as 1 + share ÷ 10. Survey of 23,532 adults across 32 countries, March to April 2026.

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Bundesministerium der Justiz (Energy Efficiency Act)2025
Planning & permitting (assessed)
5.8/10, assessed

Germany's 2023 Energy Efficiency Act adds efficiency and waste-heat requirements for new data centres, and grid connections in the Frankfurt hub are heavily constrained, with long waits for new capacity.

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Black Forest Labs; CohereJune 2026
Frontier models (assessed)
4.5/10, assessed

Freiburg-based Black Forest Labs builds FLUX, among the leading image-generation model families, with over 400 million downloads and use inside Adobe, Canva, Meta and Microsoft products. Germany's language-model lab, Aleph Alpha, agreed in April 2026 to merge into Toronto-based Cohere.

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TOP500.orgJune 2026
European Exascale Compute
JUPITER — 1.00 EFlop/s (#5 global)

JUPITER at Jülich, inaugurated September 2025 with ~24,000 NVIDIA GH200 superchips, is Europe's first exascale system and ranks #5 on the June 2026 TOP500.

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European Commission (InvestAI)June 2026
AI Gigafactory Candidacy
77 expressions of interest, 16 member states

The Commission records 77 expressions of interest from 16 member states across 60 sites for AI gigafactories, with German sites among them. No bidders are named publicly and the formal call is due in summer 2026.

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Oxford InsightsJanuary 2026
Government AI Readiness Index 2025
#5 of 195 governments

Germany ranks fifth globally in the 2025 index; strong industrial and research capacity offset by slower public-sector diffusion.

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IMF2023 data, published June 2024
AI Preparedness Index: human capital and labour market policies
0.185 of a possible 0.25 · 9.3/10 in the Index

Used for the workforce measurement. The IMF combines schooling, pay, labour mobility and active labour-market policies; the Index rescales it so the weakest of 173 economies scores 0 and the strongest 10.

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CSET Emerging Technology ObservatoryAugust 2026
AI safety research, 2019–2024
2,588 articles (5% of the world's) · 32.3 citations per article

A cross-check for alignment, which stays assessed. The Research Almanac counts English-language research only, so it understates Japanese, Korean and Chinese work.

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Ember2023
Firm generating capacity
90 GW (2023)

Fossil, nuclear, hydro and other dispatchable plant; averaged with generation for firm power.

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GitHub Innovation Graph; Oxford Insights2026
Developer base
5.3 million developers

Second source for talent, averaged with Stanford's count.

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University of Melbourne; KPMGJanuary 2025
Trust in AI at work
43% trust AI at work

Second source for public trust, averaged with Ipsos.

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Oxford InsightsMay 2026
Policy capacity
84/100

Feeds policy capacity.

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Stanford AI Index 2026April 2026
Private AI investment, 2025 (shown, not scored)
$3.9bn

Capital is shown beside the Score, not scored.

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Public First, AI Global 20262026
Consent to build data centres
44% want more built, 17% fewer

Half of public trust: support for building more data centres, scored as 1 + share ÷ 10 and averaged with trust in AI.

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On the register — what the world cannot get anywhere else

Germany holds one of the register's chokepoints: a position nobody else can route around, which its government could actually shut off. See the whole chain.

01Never blocked exports What Germany controls
EUV optics
Who supplies it
The only supplier to the only supplier
Why it matters

ZEISS SMT makes the mirrors and optical columns inside every ASML machine. ASML states in its own annual report that without them it would effectively cease to be able to conduct its business, and that its output is capped by ZEISS capacity. Oberkochen and Wetzlar are the only two places on earth the columns are built. There is a German chokepoint inside the Dutch one. Berlin has never used it: it declined to join the 2023 export controls, and because transfers inside the EU need no licence, it could not block shipments to ASML even if it wanted to.

ASML Annual Report 2025 →

Bottlenecks

These hold Germany below its Potential. Its two lowest scores cost it the most: frontier model output at 4.5 (part of Weights) and public trust at 5.3 (part of Will).

Weights (Intelligence)Frontier Model Output

Assessment

Germany has strong industrial potential and research base but is hampered by slow state diffusion and regulatory caution. The gap between its material potential and political will is its defining challenge.

The art of the possible

Germany's problem was never capability — JUPITER is Europe's first exascale machine and its industrial base is unmatched. Its upside case is administrative: procurement reform and faster public-sector deployment would convert existing hardware and research strength into the Will its Score is missing. The trade on the table: industrial capacity that cheap intelligence multiplies — the input a racing superpower most lacks — exchanged for frontier access on favourable terms.

Strategic play — Chokepoint Leverage

Treat ZEISS as the national asset it is: keep the only two places on earth that make EUV optics the only two, and decide in Berlin what that position is worth. At home, fix the procurement and permitting that stop JUPITER-class hardware and an unmatched industrial base from becoming deployed capability.

Leverage — the nearest position. Already holds a chokepoint inside a chokepoint: every ASML machine depends on ZEISS optics built in two German towns.

Open Germany in the live Index → — every source behind every number, and the comparison tool.