For decades, Europe has chased the dream of a tech industry rivaling Silicon Valley. Today, a combination of factors is shifting the landscape: the push for digital sovereignty, restrictive US policies, and a wave of investments are changing the game. At the latest Vivatech conference, the dominant theme was precisely this: Europe has an opportunity to build its own AI ecosystem, perhaps more concretely than ever before.
US Restrictions Push Europe to Seek Alternatives
The Trump administration's recent decisions have shaken the European panorama. The attempt to limit access to Anthropic's Claude Fable model through strict export controls served as a wake-up call. As Michael Förtsch, CEO of chip startup Qant, stated, those restrictions triggered a completely new discussion on sovereignty in Europe. Jakob Uszkoreit, CEO of Inceptive and coauthor of the famous Transformer paper, emphasized that the US has made it clear that the era of dependency is over. Recently, OpenAI blocked access to advanced models in Europe, a signal that Italian SMEs had to face (OpenAI restricts advanced model access in Europe). European businesses can no longer rely on American giants.
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Record Investments and Multilateral Collaborations
French President Emmanuel Macron launched the Choose France initiative, which has gathered commitments of over 100 billion euros for AI infrastructure, including a 75 billion euro pledge from Softbank to build data centers in France. Aiden Gomez, CEO of Cohere, revealed that the company is weaving a network of sovereign collaborations, starting with a partnership with Germany's Aleph Alpha to share engineering and infrastructure resources. In Spain, a memorandum of understanding was signed with Indra, the country's largest tech company. These efforts show Europe is not standing still.
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Yann LeCun's Tapestry Project for an Open Model
Yann LeCun, AI pioneer and recent departure from Meta, is pursuing Project Tapestry, an ambitious joint effort between governments and private industry to build a state-of-the-art open foundation model. According to LeCun, governments worldwide want AI sovereignty, and the only way to achieve it is through a free and open model, on top of which anyone can build specialized assistants for their language and culture. This vision could finally give Europe a leading role.
Brain Drain from America Favors Europe
Trump administration policies are driving foreign talent away from the United States. Jakob Uszkoreit noted that even by the end of Trump's first term, he saw talent moving away, a trend that has intensified. He believes it would be easy to assemble a team of top European researchers ready to leave cushy US lab jobs if given reasonable incentives and the ability to do their best work. Among the coauthors of the Transformer paper, seven out of eight were foreign-born; many may return to Europe. For further reading, see the Wikipedia page on artificial intelligence: Artificial Intelligence.
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Europe has no choice left: AI sovereignty is a matter of survival. With the right alliances and investments, the dream of a European AI may become reality.
Source: https://www.wired.com/story/europe-is-fed-up-and-wants-its-own-ai