Sovereign compute has moved from communiqué to construction
National capacity programmes are being judged on delivered megawatts, not announced euros.
The strategic argument for domestic compute capacity was settled some time ago. The execution question — power, cooling, grid connection and skilled operators — was not.
Programmes that partnered with existing utility and industrial operators are delivering. Programmes structured as pure research consortia are largely still procuring.
The lesson generalises beyond compute: industrial policy succeeds where it is routed through organisations that already build things.