Tech Sovereignty Package (Part 2)
Europe versus the US and China
The recent Tech Sovereignty Package marks a shift from regulating digital markets to actively building strategic capacity across cloud, AI, chips, open source, and energy
linked infrastructure.
This second part of the Tech Sovereignty package series, looks at how the regime the package will bring about compares with that of China and the US.
Compared with the US and China, Europe has a distinctive but fragile model: it is strongest on trust, sustainability and rule-based safeguards, but weaker on capital scale, state-directed demand, and speed of deployment.
Our analysis suggests that the US is best positioned to scale AI quickly, China to steer AI adoption systemically, and the EU to define a trusted and rule-based sovereignty model.
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