7 min read
7 min read

The United States and U.S.-linked companies are expanding their presence in Southeast Europe through new energy and AI-related agreements announced around the Three Seas Initiative summit in Dubrovnik. The deals include LNG exports to Albania, support for a Croatia-Bosnia gas pipeline, U.S.-Croatia civil nuclear cooperation, and a planned AI data center and innovation campus in Croatia.
The push reflects Washington’s effort to deepen regional ties, strengthen energy security, and counter Russian energy influence in southern Europe. It also opens commercial opportunities for U.S. firms in a strategically important region connecting Central, Eastern, and Southeastern Europe.

Energy security is a major part of the latest U.S. push in the Balkans. The most clearly documented agreements include a 20-year LNG export deal involving Albania, U.S. backing for the Southern Interconnection gas pipeline between Croatia and Bosnia and Herzegovina, and new U.S.-Croatia cooperation on civil nuclear energy.
These projects are designed to diversify energy supplies and reduce exposure to Russian energy influence in parts of Southeast Europe. The broader regional challenge remains significant, as Western Balkan economies differ in their energy mixes but continue to face fossil-fuel

Artificial intelligence has become part of the latest U.S.-linked investment story in the Balkans through a planned AI development and data center project in Croatia. Croatian engineering company Rade Koncar and U.S.-based investment group Pantheon Atlas signed a letter of intent for a project estimated at about 50 billion euros.
The plan reportedly includes a facility with 1 gigawatt of power capacity for AI computing and cloud services. Construction is tentatively expected to begin in 2027, with operations targeted for 2029, subject to permits and grid upgrades.

The US strategy also aims to counter the growing influence of countries like China and Russia in the Balkans. Both have invested heavily in infrastructure and energy projects across the region.
By offering alternative funding and partnerships, the US hopes to give Balkan nations more options and reduce dependence on any single external power.
This approach supports political independence while encouraging transparency and standards that align more closely with Western institutions and economic practices.
Little-known fact: The Balkans is a diverse Southeast European region known for its complex history, mountainous terrain, and the intersection of various cultures, languages, and religions across its many countries.

Modern energy grids remain an important challenge for the Western Balkans, where aging infrastructure and renewable integration needs are widely documented. Regional energy bodies have identified cross-border electricity projects, grid reliability, and renewable integration as key priorities.
The latest U.S.-linked deals, however, are more specifically tied to LNG exports, gas pipeline infrastructure, civil nuclear cooperation, and a planned AI data center in Croatia. That AI project is expected to require permits and grid upgrades before it can move from planning to operation.

The latest AI and energy deals could create indirect opportunities for local companies if they lead to stronger digital infrastructure, new supply chains, and closer links with international partners. The most concrete AI-related development is the planned Croatia data center and innovation campus involving U.S.-based Pantheon Atlas and Croatian partner Končar Group.
The wider region already has growing digital potential, but progress remains uneven. OECD reporting shows that Western Balkan economies still lag the EU in advanced technology adoption, including AI, even as ICT exports and startup infrastructure have become important parts of the regional growth story.

Developing a skilled workforce will be important if the Balkans are to benefit from new energy and AI-related investment. OECD reporting shows that digital skills remain a challenge across the Western Balkans, with only about one-third of the population having at least basic digital skills in the latest measured period.
Regional and international programs are already working to strengthen digital transformation, industrial innovation, and AI adoption. Those efforts can help prepare workers for technology and energy-sector jobs, but the latest U.S.-linked deals do not by themselves confirm a broad new training package across the region.

The investment push is not just about individual countries. It also encourages stronger cooperation across the Balkans. Shared energy projects and digital initiatives can improve connections between neighboring nations.
This creates more efficient trade routes, better communication networks, and a stronger regional economy. Cooperation also helps reduce long-standing tensions by promoting mutual benefits and shared goals, which can contribute to greater political stability over time.

U.S. companies and investors are playing a major role in the latest energy and AI-related deals in the Balkans. Venture Global is tied to the LNG export agreement involving Albania, AAFS Infrastructure and Energy is linked to the Southern Interconnection pipeline, and Pantheon Atlas is involved in the planned Croatia AI data center project.
Private-sector participation brings capital, project experience, and access to international markets. For Balkan countries, these partnerships can speed up infrastructure development and introduce technologies that may be harder to build locally without outside investment.

Technology and energy investment could reshape parts of the Balkans, but the current U.S.-linked package should not be presented as mainly a renewable-energy initiative. The most clearly reported energy deals involve LNG exports, gas pipeline infrastructure, and civil nuclear cooperation.
Environmental groups in the Western Balkans have urged governments to focus more strongly on renewables and EU-aligned climate policy instead of expanding gas infrastructure. That debate is important because the region must balance energy security, economic growth, and long-term decarbonization goals.

Despite strong momentum, the initiative faces several challenges. Political differences, regulatory hurdles, and corruption concerns can slow progress in some countries. Infrastructure gaps and limited local resources also create obstacles.
Success will depend on consistent policy support and effective coordination between governments, businesses, and international partners. Addressing these issues is essential to ensure that investments deliver real and lasting benefits for people across the region.

This investment push is not a short-term effort. It reflects a broader strategy to deepen U.S. ties with the Balkans and shape the region’s economic future through energy security, infrastructure, and advanced technology.
By focusing on energy and AI-related development, the U.S. is positioning itself as an important partner in the region’s next phase of growth. The benefits may take years to fully materialize, but the groundwork being laid now could influence regional stability, investment flows, and integration with wider European markets.
As long-term investments take shape, the strategic AI decisions that shaped the year highlight how early choices can influence future growth and partnerships.

The U.S. move in the Balkans shows how economic investment has become a major tool of global influence. Instead of relying only on traditional diplomacy, governments and companies are using energy, technology, and infrastructure projects to build long-term partnerships.
For the Balkans, this creates new opportunities but also requires careful balancing among outside powers, domestic priorities, and European integration goals. For the U.S., the deals strengthen its presence in a region that connects Central, Eastern, and Southeastern Europe.
With countries using tech to strengthen partnerships, new phones and AI features help the global smartphone market grow, reflecting the broader impact of digital expansion.
What do you think about the United States using tech and energy investments to expand influence in the Balkans? Share your thoughts in the comments and tell us how this strategy could shape global partnerships.
This slideshow was made with AI assistance and human editing.
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Dan Mitchell has been in the computer industry for more than 25 years, getting started with computers at age 7 on an Apple II.
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