Who will own the intelligence behind Europe’s robots?
Europe may have lost the first phase of the artificial intelligence race. It does not control the largest cloud platforms, the most powerful foundation models, or enough of the specialised computing infrastructure on which advanced AI depends. But the next phase may be decided somewhere very different: on factory floors, in warehouses and inside machines. As AI moves from generating text and images to perceiving, deciding and acting in the physical world, advantage may shift toward those who control industrial data, simulation systems and the software used to train robots. That creates an opening for Europe.






