+215 % change
Extra-EU imports of CN 84715000 were up 215% in 2025 compared with 2020 (€6.31 billion), calculated from Eurostat values.
Eurostat16.47 EUR billion
EU exports of CN 84715000 to countries outside the EU were worth €16.47 billion in 2025.
Eurostat17.44 EUR billion
Trade between EU member states in CN 84715000 (intra-EU arrivals) came to €17.44 billion in 2025.
EurostatSource: Eurostat
Why this market is moving now
- Extra-EU import value moved +215% from 2020 to 2025, a direct read on EU demand for sourced supply.
- Supply is concentrated: one country provided a large share of extra-EU imports in 2025.
- US employment in the core industry shifted -47% since 2020.
What this market covers
The computing, storage, networking and power systems that run AI training and inference. Cloud providers and large enterprises invest in it to host models at scale.
Typical segments
- Compute clusters
- AI networking
- High bandwidth storage
- Cooling and power
- Orchestration software
Who buys
- Hyperscalers
- AI labs
- Enterprises
Largest non-EU suppliers to the EU
| Country | Import value |
|---|---|
| United States from 1995 -> 2000) | 5,013.8 EUR million |
| Mexico | 4,314.2 EUR million |
| China | 4,222.9 EUR million |
| Taiwan | 2,928.8 EUR million |
| Thailand | 1,355.0 EUR million |
| United Kingdom | 568.3 EUR million |
Key figures
Each figure links to the page it came from.
| Figure | Value | Year | Source |
|---|---|---|---|
| The EU imported €19.85 billion of products under CN code 84715000 (Processing units for automatic data-processing machines, whether or not containing in the) from outside the EU in 2025. | 19.85 EUR billion | 2025 | Eurostat |
| Extra-EU imports of CN 84715000 were up 215% in 2025 compared with 2020 (€6.31 billion), calculated from Eurostat values. | +215 % change | 2025 | Eurostat |
| EU exports of CN 84715000 to countries outside the EU were worth €16.47 billion in 2025. | 16.47 EUR billion | 2025 | Eurostat |
| Trade between EU member states in CN 84715000 (intra-EU arrivals) came to €17.44 billion in 2025. | 17.44 EUR billion | 2025 | Eurostat |
| United States from 1995 -> 2000) was the largest non-EU supplier of CN 84715000 to the EU in 2025, with €5.01 billion, or 25% of extra-EU imports. | 5.01 EUR billion | 2025 | Eurostat |
| EU exports of CN 84715000 to the United States were €3.52 billion in 2025. | 3.52 EUR billion | 2025 | Eurostat |
| The average value of extra-EU imports of CN 84715000 was €347.29 per kilogram in 2025, calculated from Eurostat value and weight. | 347.29 EUR per kg | 2025 | Eurostat |
| Hungary was the largest EU exporter of CN 84715000 to non-EU countries in 2025, at €4.57 billion. | 4.57 EUR billion | 2025 | Eurostat |
| The EU had 5,090 enterprises in NACE class C2620 (Manufacture of computers and peripheral equipment) in 2023. | 5,090 enterprises | 2023 | Eurostat |
| The US had 1,092 private establishments in NAICS 334111 (Electronic computer manufacturing) in 2025. | 1,092 establishments | 2025 | U.S. Bureau of Labor Statistics |
| NAICS 334111 employed an average of 58,215 people in US private industry in 2025. | 58,215 jobs | 2025 | U.S. Bureau of Labor Statistics |
| US employment in NAICS 334111 changed by -47% between 2020 (109,294 jobs) and 2025, calculated from BLS figures. | -47 % change | 2025 | U.S. Bureau of Labor Statistics |
| Average annual pay in US NAICS 334111 was $264,969 in 2025. | 264,969 USD per year | 2025 | U.S. Bureau of Labor Statistics |
What the full report covers
- 1
Executive summary
The answer on two pages: size, growth and what drives it.
- 2
Market size and outlook
History, the current year and a five-year view with base, low and high cases.
- 3
Segments and regions
Splits by product, buyer and geography across the US, Europe and MEA.
- 4
Company profiles
The main players, how they compete and where they are investing.
- 5
Data and method
Every figure in Excel, with the sources and assumptions behind it.
- 01Executive summary
The answer in one page: size, direction and what moves it - 02Market definition and scope
What is in and out of the European Union market - 03Market size, 2021 to 2025
Historical series and growth rates - 04Outlook to 2031
Base, low and high scenarios with stated assumptions - 05Rules, policy and deadlines
Regulation and programmes that change demand - 06Drivers and barriers
What accelerates or slows adoption, by customer segment - 07Prices, costs and margins
Unit economics where public data allows - 08Competitive landscape
8 to 12 company profiles with recent moves - 09Opportunities and risks
For new entrants, suppliers and investors - 10Method and sources
Every assumption and source, listed
Included with the full report
- PDF report, 40 to 60 pages
- Excel data pack
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- Method note and assumptions
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Frequently asked questions
How big is the EU aI infrastructure market?
There is no single official market total. Eurostat trade data shows the EU imported €19.85 billion of goods under CN 84715000 from outside the EU in 2025 and exported €16.47 billion.
Where does the EU import aI infrastructure from?
United States from 1995 -> 2000) was the largest non-EU supplier in 2025. The next largest were Mexico, China, Taiwan.
What is the average import price of aI infrastructure in the EU?
Dividing Eurostat import value by weight gives about €347.29 per kilogram for CN 84715000 in 2025.
Which EU countries export the most aI infrastructure?
Hungary led EU exports to non-EU countries in 2025, followed by Netherlands, Czechia.
How many US companies are in the aI infrastructure industry?
BLS counts 1,092 private establishments in NAICS 334111 (Electronic computer manufacturing), the closest official industry.
How many EU companies are in the aI infrastructure industry?
Eurostat counts 5,090 enterprises in NACE class C2620 (Manufacture of computers and peripheral equipment).
Sources and method
The figures on this page come from the public sources listed below. Read how we work.
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter EU27_2020, product 84715000, partner EXT_EU27_2020, flow import, 2025, VALUE_IN_EUROS 19852371522
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter EU27_2020, product 84715000, flow import, 2020 VALUE_IN_EUROS 6310107722; 2025 VALUE_IN_EUROS 19852371522
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter EU27_2020, product 84715000, partner EXT_EU27_2020, flow export, 2025, VALUE_IN_EUROS 16472860776
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter EU27_2020, product 84715000, partner INT_EU27_2020, flow import, 2025, VALUE_IN_EUROS 17440445361
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter EU27_2020, product 84715000, partner US, flow import, 2025, VALUE_IN_EUROS 5013788036
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter EU27_2020, product 84715000, partner US, flow export, 2025, VALUE_IN_EUROS 3523377217
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter EU27_2020, product 84715000, flow import, 2025, VALUE_IN_EUROS 19852371522, QUANTITY_IN_100KG 571631
- Eurostat: EU trade since 1988 by HS2-4-6 and CN8 (DS-045409) (2026-11-04)
DS-045409, reporter HU, product 84715000, partner EXT_EU27_2020, flow export, 2025, VALUE_IN_EUROS 4572701212
- Eurostat: Enterprises by detailed NACE Rev. 2 activity and special aggregates (sbs_ovw_act) (2026-11-04)
sbs_ovw_act, geo EU27_2020, nace_r2 C2620, indic_sbs ENT_NR, 2023, 5090
- U.S. Bureau of Labor Statistics: QCEW annual averages, NAICS 334111, 2025 (2026-11-04)
QCEW 2025 annual, US000, private, NAICS 334111, annual_avg_estabs 1092
- U.S. Bureau of Labor Statistics: QCEW annual averages, NAICS 334111, 2025 (2026-11-04)
QCEW 2025 annual, US000, private, NAICS 334111, annual_avg_emplvl 58215
- U.S. Bureau of Labor Statistics: QCEW annual averages, NAICS 334111, 2025 (2026-11-04)
QCEW 2020 annual_avg_emplvl 109294; 2025 annual_avg_emplvl 58215
- U.S. Bureau of Labor Statistics: QCEW annual averages, NAICS 334111, 2025 (2026-11-04)
QCEW 2025 annual, US000, private, NAICS 334111, avg_annual_pay 264969
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