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Netherlands Unveils National AI Delta Plan to Challenge US and China

The Dutch government received a comprehensive AI strategy on November 24, featuring over 50 recommendations to build domestic AI capabilities and reduce dependence on American and Chinese technology.

The Dutch government received a comprehensive AI strategy on November 24, featuring over 50 recommendations to build domestic AI capabilities and reduce dependence on American and Chinese technology.

The Dutch government received a comprehensive AI strategy on November 24, featuring over 50 recommendations to build domestic AI capabilities and reduce dependence on American and Chinese technology.

NewDecoded

Published Nov 25, 2025

Nov 25, 2025

4 min read

Image by AI Delta Plan

The Netherlands officially presented its Nationaal AI Deltaplan (National AI Delta Plan) to Minister Vincent Karremans of Economic Affairs, marking a decisive shift toward technological sovereignty. Developed by over 60 experts from academia, industry, and government, the strategy confronts a stark reality: Europe controls only 5% of global AI computing power compared to 75% in the United States, while OpenAI alone commands access to over 1 million GPUs.

The plan proposes establishing a State Secretary for AI, creating special "AI Computing Zones" with streamlined permits and direct high-voltage connections, and launching a Dutch ELLIS Institute as Europe's third flagship AI research center. It calls for massive energy infrastructure investments, including training 30,000 additional grid technicians by 2030 to address what planners identify as the country's most critical bottleneck. These proposals require billions in annual spending and new legislation to implement.

Perhaps most controversially, the strategy recommends flexible employment contracts for workers earning above €100,000, collective sick leave insurance for startups, and improved stock option taxation to stem startup emigration. More than one-third of promising Dutch AI companies currently plan to relocate within two years, primarily to the United States, due to rigid labor regulations and capital shortages.

The plan also establishes democratic safeguards through a proposed National AI Impact Institute to monitor societal effects and citizen councils for public participation in AI policy decisions. A national awareness campaign will launch in 2026, with provincial dialogues addressing AI's impact on employment, healthcare, and education. The initiative specifically targets sectors where the Netherlands maintains competitive advantages: semiconductors, agriculture, logistics, and healthcare.

The Netherlands recently secured an EU AI Factory designation from the EuroHPC Joint Undertaking, positioning the country within a network of 19 European AI infrastructure hubs. This complements existing Dutch strengths, particularly ASML's €1.3 billion investment in French AI company Mistral AI in September 2025, establishing the chip equipment giant as Europe's largest AI investor. The plan's name deliberately evokes the historic Delta Works, the massive flood protection system built after devastating 1953 North Sea floods. "Just like the Delta Works, this is about investing in the foundations on which our future rests," the authors state, framing AI infrastructure as essential national security rather than optional innovation.


Decoded Take

Decoded Take

Decoded Take

The Dutch Delta Plan represents a fundamental recalibration of European AI strategy, moving from regulatory caution to aggressive infrastructure building. While the EU launched its Apply AI Strategy in October 2025 focusing on adoption across 11 priority sectors, the Netherlands is betting that computing sovereignty and talent retention matter more than compliance frameworks. The timing is strategic: Europe announced €8 billion for AI factories continent-wide this year, while France pledged €109 billion in private AI investment and the US announced the $500 billion Stargate initiative. By positioning Amsterdam as Europe's third major AI hub after London and Paris, and leveraging ASML's semiconductor dominance, the Dutch aim to capture a disproportionate share of European AI investment. The plan's emphasis on physical infrastructure over regulation signals recognition that AI development increasingly depends on energy capacity and computing access rather than algorithmic breakthroughs. With data centers projected to consume 28% more EU electricity by 2030, countries that solve energy and permitting bottlenecks first will determine where European AI champions emerge. The Netherlands is making an early, expensive bet that infrastructure matters more than first-mover advantages in model development.

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