The U.S. government's recent imposition of sweeping export controls on advanced Anthropic AI models, Mythos 5 and Fable 5, has starkly highlighted Europe's dependence on leading U.S. artificial intelligence providers. Without a strategic change, Europe risks becoming a technological backwater, potentially leading to disastrous security and prosperity consequences.
The EuroStack initiative, aiming for European AI independence, is deemed unrealistic and insufficiently ambitious, particularly given the rapid progress in powerful AI. Instead of pursuing "AI superpower delusions," Europe should embrace its role as a middle power, focusing on deepening distinctive strengths like ASML's lithography machines and Siemens Energy gas turbines. This strategy involves building leverage with other middle powers such as Canada, India, Japan, South Korea, and the United Kingdom, and inviting U.S. hyperscalers to build data centers in Europe. Furthermore, Europe must preserve and reinvent its industrial strengths, particularly in industrial AI and robotics, supported by appropriate regulation and large-scale capital mobilization, to secure its sovereignty and seize AI opportunities.
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