Polcom expands sovereign AI cloud. Data Center 3 in Skawina to reach 40 MW

Polish operator Polcom has announced an expansion of its Polcom AI Cloud platform. Infrastructure, models, and training data will remain under Polish jurisdiction. The move targets a segment currently served mainly by major American clouds and the largest Western European data centres.

The investment scale is concrete. Polcom has already spent PLN 42 million modernising its existing IT and power infrastructure. The next stage is the Data Center 3 facility in Skawina. It will have a capacity of up to 40 MW, a budget of around PLN 150 million, and a planned launch in 2030.

Sovereignty as an argument, not a slogan

The declaration of Polish jurisdiction over data and models fits into a broader European debate on digital sovereignty. European industry media have covered this topic over the same period. Alongside regulatory talks, there is a contest over who physically controls computing power and training data.

The geopolitical context adds to the picture. rp.pl reports that artificial intelligence has become a main topic in US-China relations. During a meeting between Donald Trump and Xi Jinping, AI appeared among the discussion points alongside security, Taiwan, and technology. Both leaders spoke about responsible management of AI development. In the same text, rp.pl points to an opportunity for Poland in the semiconductor chain and to the dispute between France and Germany over the "Made in EU" rule.

A proving ground for models

For the Polish market, a managed model means one thing. If open-weight models such as DeepSeek-V4.1-Flash under the MIT licence or Xiaomi's open models are to run in the country under national jurisdiction, a local infrastructure layer is needed. Global demand for capacity is enormous. The French outlet Le Monde Informatique cites a Gartner forecast that global spending on AI will reach USD 2.7 trillion in 2026. That is 49.5 per cent more than a year earlier, with most of it going to infrastructure and software.

Whether an investment of around PLN 150 million and a 40 MW facility in 2030 will be enough to matter at that scale remains an open question. Regardless of the answer, it is one of the few projects in Poland that directly addresses the whole stack, from capacity through models to data jurisdiction.

The business model of such a platform rests on two pillars. The first is the model layer. With open weights under the MIT licence, such as DeepSeek-V4.1-Flash, the operator does not pay for the right to use the model itself. It pays for capacity, cooling, and support. The second is the compliance layer. Public institutions and companies from regulated sectors need access logs, data location, and data processing agreements. Global clouds do not always provide these in the expected form.

The risk is scale and timing. A 40 MW facility launched in 2030 will enter a market where the largest players are building clusters with capacities in the hundreds of megawatts today. Successive generations of accelerators change the profitability calculation every few quarters. A sensible strategy for smaller operators usually involves not chasing training volumes but handling inference, sensitive data, and integration with systems that cannot be moved to the public cloud.