{"id":85590,"date":"2025-10-02T15:01:11","date_gmt":"2025-10-02T15:01:11","guid":{"rendered":"https:\/\/www.noemamag.com"},"modified":"2025-10-03T16:16:41","modified_gmt":"2025-10-03T16:16:41","slug":"reclaiming-europes-digital-sovereignty","status":"publish","type":"wpm-article","link":"https:\/\/www.noemamag.com\/reclaiming-europes-digital-sovereignty","title":{"rendered":"Reclaiming Europe\u2019s Digital Sovereignty"},"content":{"rendered":"<p><em>Editor&#8217;s Note: Noema is committed to hosting meaningful intellectual debate. This piece is in conversation with another, written by Benjamin Bratton, the Berggruen Institute&#8217;s Antikythera program director. Read it here: &#8220;<a href=\"https:\/\/www.noemamag.com\/is-european-ai-a-lost-cause-not-necessarily\/\">Is European AI A Lost Cause? Not Necessarily.<\/a>&#8220;<\/em><\/p><h2 class=\"wp-block-heading\" id=\"h-the-cartography-of-digital-power\"><strong>The Cartography Of Digital Power<\/strong><\/h2><p>Geopolitical power once flowed through armies and treaties, but today it courses through silicon wafers, server farms and algorithmic systems. These invisible digital infrastructures and architectures shape every aspect of modern life. &#8220;The Stack&#8221; \u2014 interlocking layers of hardware, software, networks and data \u2014 has become the operating system of modern political and economic power.<\/p><p>The global race to control the Stack defines the emerging world order. The United States consolidates its dominance through initiatives like Stargate, which fuses AI development directly to proprietary chips and hyperscale data centers, creating insurmountable barriers to competition. China advances through systematic industrial policy and its Digital Silk Road, achieving unprecedented integration from chip design to AI deployment across Asia and beyond. These are deliberate strategies of technological imperialism.<\/p><p>Europe occupies a paradoxical position: a regulatory leader but infrastructurally dependent. We Europeans have set global standards through GDPR and the AI Act. Our research institutions remain world-class. Yet just 4% of global cloud infrastructure is European-owned. European governments, businesses and citizens depend entirely on systems controlled by Amazon, Microsoft and Google \u2014 companies subject to the U.S. CLOUD Act&#8217;s extraterritorial surveillance requirements. When we use \u201cour\u201d digital services, we&#8217;re actually using American infrastructure governed by American law for American interests.<\/p><p>This dependency isn&#8217;t abstract \u2014 it&#8217;s existential. In the 21st century, those who control digital infrastructure control the conditions of possibility for democracy itself. Europe faces a choice: build sovereign technological capacity or accept digital colonization.<\/p><h2 class=\"wp-block-heading\" id=\"h-the-charges-against-european-tech-discourse\"><strong>The Charges Against European Tech Discourse<\/strong><\/h2><p>The attempt to blame Europe\u2019s digital paralysis on its critical intellectuals \u2014 those who resist Silicon Valley accelerationism, crypto hyper-libertarianism and techno-authoritarianism \u2014 is profoundly misdirected. At a Venice Architecture Biennale event I organized, \u201cArchipelagos of Possible Futures,\u201d Benjamin Bratton leveled four charges against Europe\u2019s approach to AI and digital sovereignty. He argued, first, that Europe follows a \u201cregulate first, build later (maybe)\u201d strategy that breeds dependency rather than sovereignty; second, that its tech critics are \u201ctechnophobic public intellectuals\u201d who only say why not to build; third, that this critical culture produces \u201canalysis paralysis\u201d that blocks the very innovation it seeks; and fourth, that environmental and social concerns are manipulated to defend intellectual status rather than confront real technological challenges.<\/p><p>Each charge misses the mark. Europe\u2019s technological predicament is not the result of excessive critique but of three decades spent dismantling the very capacities needed for technological sovereignty. The real choice we face is not between criticism and construction, but between authoritarian technological models and democratic alternatives. And building such alternatives demands that we understand how power has historically operated through technology. To dismiss, as Bratton does, thinkers like Evgeny Morozov, Kate Crawford and Marina Otero, is to embrace precisely the techno-accelerationist logic I believe must be confronted today.<\/p><p>Understanding the material realities of AI infrastructure \u2014 its environmental costs, labor dependencies and power concentrations \u2014 isn&#8217;t \u201cfearmongering\u201d but a prerequisite for sustainable, democratic development. And Europe&#8217;s emerging independent technological ecosystem demonstrates that democratic construction is already happening when we create the right conditions.<\/p><p>Most fundamentally, dismissing regulation as a European pathology \u2014 in Bratton\u2019s phrasing, \u201cthe EU has AI regulation but not much AI to regulate\u201d \u2014 reveals profound superficiality. Regulation is not the problem. The problem is a lack of enforcement and the absence of an industrial policy at scale. Indeed, if European regulation were so ineffective, why did the Trump administration go so far as to threaten bans and sanctions against European regulators who dared to implement digital laws? Precisely because effective regulation is seen in Washington as a direct obstacle to U.S. technological supremacy.<\/p><!-- Content Image Block Template -->\n<div class=\"\n  content-image\n  content-image--fit_content  \">\n\n  <div class=\"content-image__container\">\n\n    <!-- Main Image -->\n    <div class=\"content-image__main-wrapper\">\n\n              <div class=\"\">\n              <img loading=\"lazy\" decoding=\"async\" width=\"1810\" height=\"2560\" src=\"https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fm=pjpg&amp;ixlib=php-3.3.1&amp;s=dabfbad19c45bd2d62d5fdd2614cb60b\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=300&amp;ixlib=php-3.3.1&amp;w=212&amp;wpsize=medium&amp;s=720dd59e97c864b74a3b1cdcb28418fe 212w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1024&amp;ixlib=php-3.3.1&amp;w=724&amp;wpsize=large&amp;s=bd8262c9f1b6e49d56fba81670a9b716 724w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1086&amp;ixlib=php-3.3.1&amp;w=768&amp;wpsize=medium_large&amp;s=7eb107ea2702973818043b84824fec98 768w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1536&amp;ixlib=php-3.3.1&amp;w=1086&amp;wpsize=1536x1536&amp;s=8564065aaaaf0b96a74c04bcc66480a5 1086w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=2048&amp;ixlib=php-3.3.1&amp;w=1448&amp;wpsize=2048x2048&amp;s=139e83cf0aece19f84335b83e0e1c16c 1448w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1697&amp;ixlib=php-3.3.1&amp;w=1200&amp;wpsize=post-thumbnail&amp;s=8db7626767f253798b334585260c8638 1200w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=2800&amp;ixlib=php-3.3.1&amp;w=1980&amp;wpsize=twentytwenty-fullscreen&amp;s=1de86f61f71fd443d9a58daf1809a0a8 1980w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=849&amp;ixlib=php-3.3.1&amp;w=600&amp;wpsize=woocommerce_single&amp;s=67bd6680a2c8143984b183614e042d48 600w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p22-scaled.jpg?fm=pjpg&amp;ixlib=php-3.3.1&amp;s=dabfbad19c45bd2d62d5fdd2614cb60b 1810w\" sizes=\"auto, (max-width: 1810px) 100vw, 1810px\" \/>        <div class=\"content-image__overlay content-image__overlay-0\">\n        <\/div>\n        <\/div>\n      <\/div>\n\n      <\/div>\n\n  <div class=\"content-image__captions\">\n        <div class=\"content-image__main-caption\">\n          \n      <figcaption class=\"wp-caption-text\">\n        <div>(EuroStack)<\/div>\n      <\/figcaption>\n\n        <\/div>\n    \n      <\/div>\n\n\n<\/div><h2 class=\"wp-block-heading\" id=\"h-the-roots-of-europe-s-technological-predicament\"><strong>The Roots Of Europe&#8217;s Technological Predicament<\/strong><\/h2><p>The roots of Europe&#8217;s predicament are to be found, first, in the stranglehold of neoliberal orthodoxy on European economic thinking. This caused decades of austerity and made Europe the poster child of hyper-globalization: free trade without economic statecraft, bans on state aid, trickle-down economics dogmas, no long-term public investment and the systematic rejection of industrial policy. All of this was gospel preached by the U.S., even as Washington protected its own national security interests and subsidized Silicon Valley. Europe, in other words, internalized the ideology of market neutrality while others practiced strategic capitalism.<\/p><p>American technological dominance wasn&#8217;t born from free markets but from massive state intervention \u2014 DARPA, NASA and the National Science Foundation provided the patient capital and guaranteed markets that made Silicon Valley possible. As Linda Weiss&#8217;s <a href=\"https:\/\/www.cornellpress.cornell.edu\/book\/9780801479304\/america-inc-\/\">work<\/a> on the national security state and Mariana Mazzucato\u2019s <a href=\"https:\/\/www.penguinrandomhouse.com\/books\/740768\/the-entrepreneurial-state-by-mariana-mazzucato\/\">research<\/a> on the entrepreneurial state have documented, innovation ecosystems do not emerge spontaneously \u2014 they are structured through public direction. Every core technology in the iPhone \u2014 the internet, GPS, touchscreens, voice recognition \u2014 emerged from decades of public research funding. The Pentagon&#8217;s procurement budgets functioned as venture capital at a continental scale.<\/p><p>Meanwhile, Europe internalized market fundamentalism more thoroughly than its own inventors intended. <a href=\"https:\/\/economy-finance.ec.europa.eu\/economic-and-fiscal-governance\/stability-and-growth-pact_en\">The Stability and Growth Pact<\/a> threatened strategic industrial investment as a violation of fiscal discipline. Competition policy, instead of preventing Big Tech dominance via bold antitrust action, prevented the formation of European champions while American firms achieved monopolistic scale. Europeans were lectured that industrial policy violated market principles by the very Americans who systematically practiced it.<\/p><!-- Quote Block Template -->\n\n<figure class=\"quote\">\n\n  <blockquote class=\"quote__container\">\n\n    <div class=\"quote__text\">\n      &#8220;In the 21st century, those who control digital infrastructure control the conditions of possibility for democracy itself.&#8221;    <\/div>\n\n    \n    <div class=\"quote__social-media\">\n      <div\n        class=\"a2a_kit a2a_kit_size_35 a2a_default_style\"\n        data-a2a-url=\"https:\/\/www.noemamag.com\/wp-json\/wp\/v2\/wpm-article\/85590\"\n        data-a2a-title='\"In the 21st century, those who control digital infrastructure control the conditions of possibility for democracy itself.\"'\n      >\n        <a class=\"a2a_button_facebook\"><\/a>\n        <a class=\"a2a_button_twitter\"><\/a>\n        <a class=\"a2a_button_email\"><\/a>\n      <\/div>\n    <\/div>\n  <\/blockquote>\n<\/figure><p>The CLOUD Act handed U.S. agencies jurisdiction over European data, digital trade agreements prevented data localization and intellectual property regimes ensured that value extraction flowed westward across the Atlantic. Rather than using its regulatory power to block predatory surveillance models and turn data sovereignty into a competitive advantage, Europe tolerated a system now weaponized by far-right tech oligarchs to spread disinformation, extremism and fake news.<\/p><p>This isn\u2019t a cultural failure \u2014 it\u2019s a political one. I\u2019ve seen it first-hand as CTO of the city of Barcelona, president of the Italian Innovation Fund and coordinator of major European research projects. When European startups succeed, they turn to American venture capital and often relocate to Silicon Valley. When our researchers make breakthroughs, they are hired away by U.S. companies offering vastly higher pay. When European cities try to assert digital sovereignty, they face lawsuits bankrolled by American tech giants and diplomatic pressure from Washington. Powerful forces, in other words, are arrayed against anyone who tries to change course. The result is a steady drain of talent, capital and sovereignty.<\/p><h2 class=\"wp-block-heading\" id=\"h-who-controls-the-stack-the-new-techno-economic-warfare\"><strong>Who Controls The Stack? The New Techno-Economic Warfare<\/strong><\/h2><p>Dismissing European concerns about technological sovereignty as &#8220;Cold War thinking&#8221; misreads reality. This isn&#8217;t ideological competition \u2014 it&#8217;s economic warfare where technology is a national weapon built through political and industrial choices.&nbsp;<\/p><p>Control concentrates at every layer of the stack. In materials, China <a href=\"https:\/\/www.csis.org\/analysis\/what-chinas-ban-rare-earths-processing-technology-exports-means\">processes<\/a> 90% of global rare earths. So when it restricts gallium, germanium and graphite exports, it strikes directly at European and other green energy transitions.<\/p><p>At the chip layer, Taiwan&#8217;s TSMC commands 64% of global foundry capacity, Samsung another 12%. Europe has fallen to 8%, despite ASML&#8217;s lithography monopoly. The Trump administration&#8217;s 10% equity stake in Intel signals how far Washington wants to go. Nvidia and AMD agreed to hand over 15% of their AI chip revenues to the U.S. government just so they could keep selling into China. U.S. export controls don&#8217;t just constrain China \u2014 they dictate what European firms can sell and what researchers can access. The Dutch <a href=\"https:\/\/www.reuters.com\/technology\/dutch-government-retakes-export-control-over-two-asml-tools-us-2024-09-06\/\">licensing restrictions<\/a> on ASML, one of the world\u2019s leading suppliers of equipment essential for making computer chips, show how American regulations reverberate across Europe&#8217;s industrial core.<\/p><p>But export controls reveal their limits. China&#8217;s DeepSeek achieved competitive AI performance at a <a href=\"https:\/\/www.ft.com\/content\/ea803121-196f-4c61-ab70-93b38043836e\">fraction<\/a> of typical costs. In response, some leaders in Silicon Valley and Washington called for even tighter restrictions on AI chips and infrastructure, pushing China toward self-sufficiency while fragmenting the global tech stack further.<\/p><!-- Quote Block Template -->\n\n<figure class=\"quote\">\n\n  <blockquote class=\"quote__container\">\n\n    <div class=\"quote__text\">\n      &#8220;Innovation ecosystems do not emerge spontaneously \u2014 they are structured through public direction.&#8221;    <\/div>\n\n    \n    <div class=\"quote__social-media\">\n      <div\n        class=\"a2a_kit a2a_kit_size_35 a2a_default_style\"\n        data-a2a-url=\"https:\/\/www.noemamag.com\/wp-json\/wp\/v2\/wpm-article\/85590\"\n        data-a2a-title='\"Innovation ecosystems do not emerge spontaneously \u2014 they are structured through public direction.\"'\n      >\n        <a class=\"a2a_button_facebook\"><\/a>\n        <a class=\"a2a_button_twitter\"><\/a>\n        <a class=\"a2a_button_email\"><\/a>\n      <\/div>\n    <\/div>\n  <\/blockquote>\n<\/figure><p>At the cloud and AI layers, U.S. hyperscalers dominate. The CLOUD Act grants Washington extraterritorial reach over any data touching U.S. companies \u2014 even when stored in Europe. Nearly all foundation models answer to Silicon Valley.<\/p><p>But AI dominance now comes packaged with ideology. Trump&#8217;s executive orders mandate AI systems \u201cfree from ideological bias,\u201d banning \u201cwoke AI\u201d in federal procurement while defining diversity and equity as distortions that \u201csacrifice truthfulness.\u201d The U.S. AI Action Plan exports \u201cits full AI technology stack\u2014hardware, models, software, applications, and standards\u2014to all countries willing to join America\u2019s AI alliance.\u201d This isn&#8217;t just chips \u2014 it&#8217;s the entire stack, with American values and control baked in at every layer.<\/p><p>Trump made it explicit: \u201csubstantial\u201d tariffs against any country regulating U.S. tech firms. Thus, Europe cannot set rules in its own market without facing economic punishment. One executive order in Washington \u2014 not Brussels or Berlin \u2014 could cut access to critical systems running our industries, hospitals and elections. That&#8217;s not a trade deficit \u2014 it&#8217;s a sovereignty deficit.<\/p><p>Whoever controls AI infrastructure \u2014 compute, models, data and cloud \u2014 will shape the economic and political order of the 21st century. The U.S. and China understand this and are mobilizing every instrument of statecraft to secure supremacy. Europe must understand it too.<\/p><h2 class=\"wp-block-heading\" id=\"h-the-material-realities-of-ai-dominance\"><strong>The Material Realities Of AI Dominance<\/strong><\/h2><p>AI isn&#8217;t magic or ethereal \u2014 it&#8217;s brutally material, requiring specific configurations of energy, water, land and capital that define the political geography of digital sovereignty. Understanding these material flows reveals where power concentrates and where intervention becomes possible.<\/p><p>The numbers are staggering. Training frontier models consumes enormous computational resources: GPT-4&#8217;s training <a href=\"https:\/\/www.weforum.org\/stories\/2024\/07\/generative-ai-energy-emissions\/\">required<\/a> electricity equivalent to the annual consumption of thousands of American homes. Google&#8217;s emissions <a href=\"https:\/\/www.theguardian.com\/technology\/article\/2024\/jul\/02\/google-ai-emissions\">surged<\/a> nearly 50% in the past five years, driven mostly by AI computation. By 2030, data centers are projected to<a href=\"https:\/\/www.iea.org\/reports\/energy-and-ai\/energy-demand-from-ai\"> use<\/a> at least 3% of global electricity, with AI workloads accounting for the majority. Already in Ireland, data centers <a href=\"https:\/\/www.irishtimes.com\/environment\/2025\/06\/10\/data-centres-accounted-for-more-than-fifth-of-irelands-electricity-usage-last-year\/\">consume<\/a> more than a fifth of the national electricity grid, which some projections predict will <a href=\"https:\/\/data.oireachtas.ie\/ie\/oireachtas\/libraryResearch\/2025\/2025-03-20_the-future-of-data-centres-in-ireland_en.pdf\">rise<\/a> to a third by 2030. Similar crises emerge in Frankfurt, Amsterdam, London \u2014 wherever cloud infrastructure concentrates.<\/p><p>Follow the <a href=\"https:\/\/www.nytimes.com\/2025\/09\/20\/business\/dealbook\/data-centers-ai.html\">money<\/a>: BlackRock <a href=\"https:\/\/www.ft.com\/content\/4441114b-a105-439c-949b-1e7f81517deb\">deploying<\/a> hundreds of billions of dollars for new data center build-outs, Saudi sovereign wealth funds <a href=\"https:\/\/www.ft.com\/content\/1585a227-76db-49b3-a78e-5d5adf0997e7\">recycling<\/a> fossil fuel profits into AI ventures, Emirati sovereign funds <a href=\"https:\/\/www.nytimes.com\/2025\/05\/22\/technology\/openai-uae-data-centers.html\">seeking<\/a> technological hedges against energy transition.<\/p><p>The human costs reveal similar political economy dynamics. Kenyan workers earning minimal wages label content to train ChatGPT&#8217;s systems. Congolese children mine cobalt for data center batteries. Filipino moderators develop trauma from endless exposure to violence and abuse so AI can appear \u201csafe.\u201d These systems depend on hidden armies of exploited workers performing \u201cghost work\u201d that makes AI seem magical.<\/p><!-- Quote Block Template -->\n\n<figure class=\"quote\">\n\n  <blockquote class=\"quote__container\">\n\n    <div class=\"quote__text\">\n      &#8220;There is no contradiction between embracing the green agenda and having a strong AI-focused industrial policy.&#8221;    <\/div>\n\n    \n    <div class=\"quote__social-media\">\n      <div\n        class=\"a2a_kit a2a_kit_size_35 a2a_default_style\"\n        data-a2a-url=\"https:\/\/www.noemamag.com\/wp-json\/wp\/v2\/wpm-article\/85590\"\n        data-a2a-title='\"There is no contradiction between embracing the green agenda and having a strong AI-focused industrial policy.\"'\n      >\n        <a class=\"a2a_button_facebook\"><\/a>\n        <a class=\"a2a_button_twitter\"><\/a>\n        <a class=\"a2a_button_email\"><\/a>\n      <\/div>\n    <\/div>\n  <\/blockquote>\n<\/figure><p>Europe\u2019s advantage lies in treating constraints as design opportunities. Its renewable leadership \u2014 Germany\u2019s 62% renewable mix, Spain\u2019s solar surge, Denmark\u2019s wind-powered grid \u2014 already provides the foundation for sustainable AI. Labor protections curb the exploitation rife in U.S. and Chinese supply chains, while environmental commitments push innovation beyond extractive models. DeepSeek proves that high-quality models can be built with less compute, fewer cutting-edge chips and lower resource use through open source and better engineering. Europe doesn\u2019t need mega-infrastructures financed by fossil wealth \u2014 it needs models tailored to its own industries and societies.\n          <div class=\"eos-subscribe-push\">\n            \n            <a target=\"https:\/\/shop.noemamag.com\/?utm_source=MiddleCTA&utm_medium=website\" href=\"https:\/\/shop.noemamag.com\/?utm_source=MiddleCTA&utm_medium=website\" data-wpel-link=\"internal\">Read Noema in print.<\/a>\n            \n          <\/div>\n        <\/p><p>AI\u2019s soaring energy demands are already driving the industry back to nuclear: Amazon, Google and Microsoft are investing billions in small modular reactors. When Peter Thiel <a href=\"https:\/\/www.nytimes.com\/2025\/06\/26\/opinion\/peter-thiel-antichrist-ross-douthat.html\">conflates<\/a> Greta Thunberg with the Antichrist for defending climate action, the stakes are clear: The renewable transition is cast as a threat to innovation. Yet Europe\u2019s renewable base is not a weakness \u2014 it is the very foundation of sustainable AI.<\/p><p>There is no contradiction between embracing the green agenda and having a strong AI-focused industrial policy. As carbon costs rise and resources tighten, fossil-fuelled AI will become increasingly fragile. By powering data centers with clean energy, limiting water use and pricing carbon at its real cost, Europe can turn constraint into strength.<\/p><h2 class=\"wp-block-heading\" id=\"h-silicon-valley-s-turn-to-techno-nationalism\"><strong>Silicon Valley&#8217;s Turn To Techno-Nationalism<\/strong><\/h2><p>What Silicon Valley presents as neutral technological progress is increasingly revealing itself as an authoritarian political <a href=\"https:\/\/www.bloomberg.com\/features\/2025-peter-thiel-trump-administration-connections\/\">project<\/a>. Trump&#8217;s second administration has accelerated this <a href=\"https:\/\/www.ft.com\/content\/1180de73-a5ab-42d5-8624-6ebc01db2d2c\">transformation<\/a> with breathtaking speed. The Pentagon now directly commissions tech executives into military ranks through programs like Detachment 201. Palantir&#8217;s $10 billion U.S. Army contract makes its surveillance systems the de facto operating system of the modern military, integrating battlefield intelligence with domestic data. Anduril&#8217;s autonomous weapons factories mass-produce AI-powered drones while its executives rotate into senior Pentagon positions.<\/p><p>The architects of this system no longer hide their <a href=\"https:\/\/www.nytimes.com\/2025\/08\/04\/technology\/google-meta-openai-military-war.html\">vision<\/a>. Palantir CEO Alex Karp\u2019s manifesto \u201c<a href=\"https:\/\/techrepublicbook.com\/\">The Technological Republic<\/a>\u201d articulates \u201cpatriotic tech\u201d as a kind of fusion of Silicon Valley libertarianism with authoritarian nationalism. This ideology, rooted in anti-democratic philosophies, casts technological supremacy as a civilizational imperative.<\/p><p>Alex Karp presents Palantir as a bulwark against \u201cAmerican decay,\u201d Elon Musk unilaterally restricts Ukrainian access to Starlink based on his own political whims and Peter Thiel directs ideological allies into government, channeling U.S. venture capital and defense money into his causes. Every major AI lab now depends on people and institutions that are opposed to democratic governance. What is emerging is not a planetary commons but a new <a href=\"https:\/\/www.nytimes.com\/2025\/08\/04\/technology\/google-meta-openai-military-war.html\">tech-military complex<\/a> financed by capital aligned with authoritarian ideologies and legitimized through patriotic rhetoric.<\/p><p>When critics dismiss concerns about AI bias, surveillance capitalism and platform monopolization as ideological extremism, they reveal their own allegiance to this kind of oligarchic control. To brand all this critique as \u201cLysenkoism\u201d or \u201cwoke Marxism\u201d while ignoring the real risks of AI capture echoes Trump&#8217;s new McCarthyism against imagined threats.<\/p><!-- Content Image Block Template -->\n<div class=\"\n  content-image\n  content-image--double_image  \">\n\n  <div class=\"content-image__container\">\n\n    <!-- Main Image -->\n    <div class=\"content-image__main-wrapper\">\n\n            <div class=\"\">\n              <img loading=\"lazy\" decoding=\"async\" width=\"1810\" height=\"2560\" src=\"https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fm=pjpg&amp;ixlib=php-3.3.1&amp;s=3accb288132eeb8e6df27516faa59c25\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=300&amp;ixlib=php-3.3.1&amp;w=212&amp;wpsize=medium&amp;s=dcbf334005cecf0dae6b971b812d1409 212w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1024&amp;ixlib=php-3.3.1&amp;w=724&amp;wpsize=large&amp;s=c059a49ff0daaa6b7a7ef44537ecdccb 724w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1086&amp;ixlib=php-3.3.1&amp;w=768&amp;wpsize=medium_large&amp;s=2496a62086c64122cee565d4f503ed32 768w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1536&amp;ixlib=php-3.3.1&amp;w=1086&amp;wpsize=1536x1536&amp;s=fd4d0912041dc4d53d406c9110f3a2c2 1086w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=2048&amp;ixlib=php-3.3.1&amp;w=1448&amp;wpsize=2048x2048&amp;s=7e7c2231c2cb7bb2a9225dde485fbef8 1448w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=1697&amp;ixlib=php-3.3.1&amp;w=1200&amp;wpsize=post-thumbnail&amp;s=5e761e0811152639a09534ef1cd2ff3d 1200w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=2800&amp;ixlib=php-3.3.1&amp;w=1980&amp;wpsize=twentytwenty-fullscreen&amp;s=0b037597afdb4678cc495de8d22950bc 1980w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fit=scale&amp;fm=pjpg&amp;h=849&amp;ixlib=php-3.3.1&amp;w=600&amp;wpsize=woocommerce_single&amp;s=a31071030a9a8633ce82d34b32715804 600w, https:\/\/noemamag.imgix.net\/2025\/10\/EuroStack-_2025_p26-scaled.jpg?fm=pjpg&amp;ixlib=php-3.3.1&amp;s=3accb288132eeb8e6df27516faa59c25 1810w\" sizes=\"auto, (max-width: 1810px) 100vw, 1810px\" \/>        <div class=\"content-image__overlay content-image__overlay-0\">\n        <\/div>\n        <\/div>\n      <\/div>\n\n          <!-- Secondary image. 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Some argue Europe should focus on AI \u201cdiffusion\u201d rather than infrastructure, treating computation as a \u201cplanetary common\u201d to be accessed. Bratton accepts this framework: Europe as consumer, not builder.<\/p><p>But this misses the point. Infrastructure sovereignty is political agency. Control determines whether technology serves social, economic and ecological goals \u2014 or whether those goals are reshaped by Big Tech\u2019s imperatives.<\/p><p>\u201cDiffusion\u201d without sovereignty inverts the relationship. Instead of technology serving democratically chosen ends, societies bend to platforms built elsewhere. During COVID, European governments had to follow digital protocols dictated by U.S. firms. The argument boils down to this: Everyone uses AI, but Silicon Valley or Beijing decides what AI exists, which values it encodes and which interests it serves.<\/p><p>Infrastructure is where power is encoded and political choices become technical constraints. Sovereignty means aligning technology with Europe\u2019s social model, climate goals and democratic values. Without this, \u201cdiffusion\u201d is nothing more than the efficient distribution of dependency.<\/p><p>For over 15 years, I\u2019ve worked with cities and nations in Europe to turn critique into practice. In Barcelona, Mayor Ada Colau and I <a href=\"https:\/\/www.wired.com\/story\/barcelona-decidim-ada-colau-francesca-bria-decode\/\">rejected<\/a> the \u201csmart city\u201d model pushed by Big Tech to reimagine how technology could serve democracy. We rewrote procurement to <a href=\"https:\/\/ajuntamentdebarcelona.github.io\/ethical-digital-standards-site\/tech-sovereignty\/0.1\/general-principles.html\">prioritize<\/a> open source and data sovereignty, launched <a href=\"https:\/\/decidim.org\/\">Decidim<\/a> \u2014 where 70% of city decisions came from citizen deliberation \u2014 built <a href=\"https:\/\/decodeproject.eu\/\">systems<\/a> for digital rights and cryptographic data control and implemented the \u201cPublic Money? Public Code!\u201d policy. Cities from Amsterdam to New York followed Barcelona\u2019s example \u2014 proof that technology could serve participation over extraction.<\/p><p>The lessons were clear: Sovereignty starts with democratic control of infrastructure, open source enables innovation and citizens demand agency. The fiercest resistance comes not from critics but from incumbents and institutional inertia. That same logic guided my work as the president of Italy\u2019s National Innovation Fund, where state-backed venture capital built deep-tech capacity. Europe\u2019s strengths in bio and healthcare tech, space exploration, quantum computing and advanced manufacturing are proof that deliberate industrial strategy works.<\/p><!-- Quote Block Template -->\n\n<figure class=\"quote\">\n\n  <blockquote class=\"quote__container\">\n\n    <div class=\"quote__text\">\n      &#8220;Infrastructure sovereignty is political agency. Control determines whether technology serves social, economic and ecological goals.&#8221;    <\/div>\n\n    \n    <div class=\"quote__social-media\">\n      <div\n        class=\"a2a_kit a2a_kit_size_35 a2a_default_style\"\n        data-a2a-url=\"https:\/\/www.noemamag.com\/wp-json\/wp\/v2\/wpm-article\/85590\"\n        data-a2a-title='\"Infrastructure sovereignty is political agency. Control determines whether technology serves social, economic and ecological goals.\"'\n      >\n        <a class=\"a2a_button_facebook\"><\/a>\n        <a class=\"a2a_button_twitter\"><\/a>\n        <a class=\"a2a_button_email\"><\/a>\n      <\/div>\n    <\/div>\n  <\/blockquote>\n<\/figure><p>EuroStack grows from this ground. It isn&#8217;t abstract \u2014 it&#8217;s <a href=\"https:\/\/www.digitalsme.eu\/digital\/uploads\/Open-Letter-European-Industry-Calls-for-Strong-Commitment-to-Sovereign-Digital-Infrastructure.pdf\">backed<\/a> by over 200 European businesses, officially endorsed by France and Germany in national strategies. The infrastructure is taking shape. Schwarz Group\u2019s STACKIT delivers sovereign enterprise cloud from European data centers, giving businesses GDPR-compliant alternatives. OVH, Europe\u2019s largest independent cloud provider, challenges AWS and Azure on European terms. Proton secures communications under Swiss privacy law, showing Europe can compete on security. Ionos\u2019s Nextcloud offers true data <a href=\"https:\/\/nextcloud.com\/blog\/ionos-and-nextcloud-together-for-more-data-sovereignty\/\">sovereignty<\/a> for collaborative work. <a href=\"https:\/\/www.eurohpc-ju.europa.eu\/\">EuroHPC<\/a> pools resources into a continental supercomputing network, giving scientists, startups and industries access to world-class public compute.<\/p><p>On the AI front, Europe shows what deliberate strategy can achieve. Mistral, <a href=\"https:\/\/www.nytimes.com\/2025\/09\/09\/business\/asml-mistral-ai-chips-investment.html\">backed<\/a> by \u20ac1.3B from ASML, patient public capital and French research networks, has become Europe&#8217;s leading AI startup. <a href=\"https:\/\/openeurollm.eu\/\">OpenEuroLLM<\/a> develops models on European data under EU law. Switzerland&#8217;s <a href=\"https:\/\/ethz.ch\/en\/news-and-events\/eth-news\/news\/2025\/09\/press-release-apertus-a-fully-open-transparent-multilingual-language-model.html\">Apertus<\/a> trains open multilingual models across 1,800+ languages. The <a href=\"https:\/\/opensourcewerken.nl\/attachment\/entity\/ac99644d-ca8b-4e71-9a07-33b22d3fa6c4\">Digital Commons<\/a> initiative builds open-source infrastructure, while Europe invests heavily in RISC-V adoption for computational sovereignty.<\/p><p>But scale matters. Mistral\u2019s valuation is a fraction of OpenAI\u2019s, and its models still rely on Nvidia chips and U.S. cloud infrastructure. Building alternatives means little if European firms continue defaulting to ChatGPT. The real test isn\u2019t technical capability \u2014 it\u2019s whether Europe can secure adoption at scale and turn these building blocks into a coherent ecosystem before dependencies become irreversible.<\/p><p>To drive adoption and incentivize European alternatives through strategic procurement or \u201cBuy European\u201d measures, leaders must stop falling for sovereignty-washing \u2014 parroting Big Tech\u2019s AI narratives while undermining real autonomy. The <a href=\"https:\/\/time.com\/7318214\/trump-starmer-us-uk-tech-prosperity-deal-signed\/\">U.S.-U.K. Tech Prosperity Act<\/a> isn\u2019t a path to prosperity \u2014 it leads to digital dependency that risks binding Europe tighter to American infrastructure. Every \u201csovereign AI\u201d deal with NVIDIA, Google, Amazon, OpenAI or Palantir requires hard questions: Who controls the hardware? Which security laws apply? Can vendors resist foreign data demands and export controls? Who captures the value \u2014 society or monopolies?<\/p><p>The U.S. and China show that world-class platforms are built on decades of patient institutional funding and structural control \u2014 not venture capital alone. Europe\u2019s distinction must lie in its values and political imagination. Silicon Valley optimizes for extraction, Beijing for control. Europe must optimize for empowerment \u2014 distributing agency rather than concentrating it.<\/p><h2 class=\"wp-block-heading\" id=\"h-sovereignty-through-international-digital-cooperation\"><strong>Sovereignty Through International Digital Cooperation<\/strong><\/h2><p>The EuroStack cannot succeed in isolation. Sovereignty is not autarky. It is strategic independence: shaping technology trajectories, investing long-term, enforcing democratic accountability and building partnerships on shared principles rather than new dependencies.<\/p><p>Unexpected partners are emerging. <a href=\"https:\/\/www.bennettschool.cam.ac.uk\/publications\/the-economics-of-shared-digital-infrastructures-a-framework-for-assessing-societal-value\/\">India\u2019s Digital Public Infrastructure<\/a> and <a href=\"https:\/\/www.reframetech.de\/en\/2024\/11\/06\/pix-how-brazil-built-a-digital-public-payment-infrastructure-for-payment\/\">Brazil\u2019s PIX payment system<\/a> show how governments can build platforms that serve hundreds of millions without corporate intermediation \u2014 though privacy and rights concerns remain in Aadhaar\u2019s implementation. Japan, South Korea and Taiwan offer manufacturing and semiconductor partnerships. Australia, Africa and Latin America bring critical mineral resources and opportunities for collaborative digital commons infrastructure beyond extractive models. These alliances must be substantive \u2014 diversifying dependencies, co-developing technologies and setting global standards.<\/p><p>Europe&#8217;s opportunity is leading a coalition for digital independence \u2014 public-interest AI, sovereign infrastructure, data governance, sustainable supply chains, environmental accountability. Unlike Washington or Beijing, Europe can offer technological partnership without imperial ambition: mutual benefit over dependency, open standards over lock-in, shared digital commons over monopoly control, strong governance and interoperability over surveillance capitalism or state control.<\/p><h2 class=\"wp-block-heading\" id=\"h-digital-sovereignty-as-democratic-power\"><strong>Digital Sovereignty As Democratic Power<\/strong><\/h2><p>This perspective rejects false binaries between Silicon Valley and stagnation, between digital colonialism and analog irrelevance, between planetary evolution and Luddite retreat. These illusions serve those profiting from the status quo by making alternatives unthinkable.<\/p><p>Europe need not choose between innovation and regulation, efficiency and equity, capability and values. The real choice is between democratic and authoritarian technology, sustainable and extractive infrastructure, distributed and concentrated power.<\/p><p>When European hospitals deploy AI diagnostics under strict accountability, they prove that efficiency doesn&#8217;t require abandoning oversight. When climate scientists train models on shared data protected by GDPR, they prove that ethics powers innovation. When institutions build open-source AI respecting both privacy and creators\u2019 rights, they prove that democracy strengthens capability.<\/p><!-- Quote Block Template -->\n\n<figure class=\"quote\">\n\n  <blockquote class=\"quote__container\">\n\n    <div class=\"quote__text\">\n      &#8220;Europe\u2019s infrastructural future must encode democracy, sustainability and human dignity.&#8221;    <\/div>\n\n    \n    <div class=\"quote__social-media\">\n      <div\n        class=\"a2a_kit a2a_kit_size_35 a2a_default_style\"\n        data-a2a-url=\"https:\/\/www.noemamag.com\/wp-json\/wp\/v2\/wpm-article\/85590\"\n        data-a2a-title='\"Europe\u2019s infrastructural future must encode democracy, sustainability and human dignity.\"'\n      >\n        <a class=\"a2a_button_facebook\"><\/a>\n        <a class=\"a2a_button_twitter\"><\/a>\n        <a class=\"a2a_button_email\"><\/a>\n      <\/div>\n    <\/div>\n  <\/blockquote>\n<\/figure><p>The EuroStack isn\u2019t nationalism or autarky. It demonstrates that democratic societies can shape technology, that public interest can outweigh private extraction, that human flourishing matters more than shareholder value and that sovereignty and cooperation reinforce each other.<\/p><p>We can accept permanent dependency, hoping foreign powers govern global infrastructures in our interest. Or we can build democratic alternatives rooted in Europe&#8217;s climate commitments, labor protections and social diversity.<\/p><p>Infrastructure encodes power. Whoever builds it, owns it. Whoever owns it, governs it. Europe\u2019s infrastructural future must encode democracy, sustainability and human dignity.<\/p><p>The EuroStack embeds those values into 21st-century foundations. The infrastructure is already taking shape. The question isn&#8217;t whether it&#8217;s possible \u2014 it&#8217;s whether it happens on systems we control democratically or on infrastructure controlled by interests opposed to our own.<\/p>\n          <div class=\"eos-subscribe-push\">\n          \n            <a target=\"https:\/\/shop.noemamag.com\/?utm_source=BottomCTA&utm_medium=website\" href=\"https:\/\/shop.noemamag.com\/?utm_source=BottomCTA&utm_medium=website\" data-wpel-link=\"internal\">Enjoy the read? Subscribe to get the best of Noema.<\/a>\n            \n          <\/div>\n        ","protected":false},"excerpt":{"rendered":"","protected":false},"author":7172,"featured_media":85591,"template":"","wpm-article-type":[3],"wpm-article-topic":[21,39],"wpm-article-tag":[],"class_list":["post-85590","wpm-article","type-wpm-article","status-publish","has-post-thumbnail","hentry","wpm-article-type-essay","wpm-article-topic-digital-society","wpm-article-topic-geopolitics-globalization"],"acf":[],"apple_news_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.0 (Yoast SEO v25.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Reclaiming Europe\u2019s Digital Sovereignty - NOEMA<\/title>\n<meta name=\"description\" content=\"Europe can accept permanent technological dependency, or it can build democratic digital systems rooted in climate commitments, labor protections and social diversity.\" \/>\n<meta name=\"robots\" content=\"index, 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