Europe doesn't have only an AI model problem.
It has an infrastructure problem.
Europe has:
✅ exceptional researchers
✅ strong universities
✅ major industrial companies
✅ sophisticated regulation
✅ significant public investment
But frontier AI also requires something much
@ingliguori
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Europe’s AI infrastructure gap beyond models
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China’s AI strategy: distribution over frontier models
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China may be playing a different AI game.
While much of the industry focuses on who owns the strongest frontier model, China is pushing another strategy:
distribution.
Open-weight models.
Robots.
EVs.
Factories.
Industrial automation.
Edge AI.
The logic is powerful.
You don't -
Three national strategies in the global AI race
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The AI race is producing three very different strategies.
🇺🇸 United States
Build the most powerful intelligence.
🇨🇳 China
Deploy intelligence at industrial scale.
🇪🇺 Europe
Build sovereignty through regulation, investment and local infrastructure.
Each strategy reflects a -
AI stack expands to include energy and nuclear power
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The AI stack is getting much bigger.
Yesterday:
Models
GPUs
Data
Today:
Models
GPUs
Data
Data centers
Electricity
Cooling
Grid connections
Nuclear
Storage
Google is looking at advanced nuclear.
Amazon is backing nuclear technologies.
Meta is securing nuclear capacity and even -
Electricity emerges as the new AI bottleneck
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We may be looking at the wrong AI bottleneck. ⚡
For years, the AI race looked simple:
Better models.
More GPUs.
More data.
Now another constraint is becoming impossible to ignore:
electricity.
US data-center power demand is rising dramatically.
Grid interconnection queues -
Enterprise AI adoption gap: 89% use, 37% see earnings impact
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AI is everywhere. Value is not.
89% of organizations now use AI in at least one business function.
Only 37% report a positive impact on earnings.
That gap tells us almost everything about the current state of enterprise AI.
The problem is no longer access to models.
Companies -
Fear as part of the AI economy narrative
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Fear is becoming part of the AI economy. AI companies increasingly tell us two things: AI will transform the world. AI could also become extremely dangerous. Both narratives increase the strategic importance of those building the technology. That raises a key question: Who
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Briefing on AI 2027 roadmap: 5 key takeaways for leaders
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AI is no longer just a productivity tool.
It is becoming a strategic force.
I created a short briefing based on the “AI 2027” roadmap by Daniel Kokotajlo, Scott Alexander, and collaborators, summarising 5 takeaways every leader should pay attention to. -
AI outperforms humans in research
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The most interesting result in Anthropic's latest paper isn't the 8x increase in code output. It's this: Claude Mythos Preview suggested a better research direction than humans 64% of the time. We're moving beyond AI that writes code. We're approaching AI that helps decide.
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How to Build Structured AI Agents
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How to build AI agents • Define scope
• Structure inputs
• Add tools & reasoning
• Orchestrate agents
• Add memory & context Smart agents are structured systems, not just prompts. Via Giuliano Liguori (
@ingliguori
) #AI #AIAgents #GenAI