ECIPE — European Centre for International Political Economy

A study by ECIPE

Cloud and AI Development Act (CADA)

The real-world economic impact of the Cloud and AI Development Act

Impact by country

Poland

€8.5bn
10-year exposure, Medium scenario
€5.7bn
One-off migration cost, Medium
€228m/yr
Recurring price effect, Medium

Cost per person in the working-age labour force

Per economically active person (age 20–64), 10-year horizon

Measure Narrow Medium Broad
10-year total economic exposure €143 €494 €1,038
Effect on the real GDP level -€3 -€12 -€28

Annual recurring cloud-service price effects

€ million, 2025 expenditure base

Sector
Scenario Per year 5 years 10 years
Narrow €88m €439m €878m
Medium €228m €1.1bn €2.3bn
Broad €467m €2.3bn €4.7bn

Migration and systems-redesign costs

Present value of one-off transition costs, € billion

Sector
Narrow €1.4bn
Medium €5.7bn
Broad €12.1bn

Ordinary public support

€ million, public sector

Narrow €1.1m
Medium €11m
Broad €35m

Transition scarcity costs

Present value, € million, public and private sectors combined

Narrow €1.5m
Medium €23m
Broad €104m

Downstream ICT-vendor exposure

Domestic vendors affected, and annual value added at risk

3
Narrow – vendor equivalents affected
11
Medium – vendor equivalents affected
24
Broad – vendor equivalents affected
€51m
Narrow – annual value added at risk
€202m
Medium – annual value added at risk
€461m
Broad – annual value added at risk

Combined delayed cloud and AI benefits

€ billion, forgone productivity gains

Narrow €6.1m
Medium €78m
Broad €267m