The Race to Build the DeepSeek of Europe Is On

As Europe's longstanding alliance with the US falters, its push to become a self-sufficient AI superpower has become more urgent. As the relationship between the US and its European allies shows signs of strain, AI labs across the continent are searching for inventive ways to close the gap with American rivals that have so far dominated the field. With rare exceptions, US-based firms outstrip European competitors across the AI production line--from processor design and manufacturing, to datacenter capacity, to model and application development. Likewise, the US has captured a massive proportion of the money pouring into AI, reflected in the performance last year of its homegrown stocks and the growth of its econonmy . The belief in some quarters is that the US-based leaders --Nvidia, Google, Meta, OpenAI, Anthropic, and the like--are already so entrenched as to make it impossible for European nations to break their dependency on American AI, mirroring the pattern in cloud services.