The writer is a fellow at Stanford University’s Institute for Human-Centered Artificial Intelligence. She is the author of ‘The Tech Coup’
One take away of the new US national security strategy is the extent to which Washington fears a strong EU, as a single market, a democratic bloc and, crucially, as a tech regulator. Meanwhile, Europeans often hear from Americans that they are losing the artificial intelligence race. The hyperscale model is presented as the sacred path, and Europe simply lacks the resources to compete.
But the resource-intensive AI platform bubble in which the US dominates cannot last. A market correction will shift attention to alternative models. This will in turn create new opportunities for Europe, which has strengths in applied AI and the chance to build the most trusted AI stack in the world.