Innovation

China’s Tech Stocks Are Falling Despite Their Own Breakthroughs

Alicia García-Herrero

Reforming European Defence Procurement to Boost Military Innovation and Startups

Ethan Kapstein, Javier Ospital and Guntram B. Wolff

The battle for the AI stack: Nvidia versus Huawei, with Europe watching from the sidelines

Alicia García-Herrero

The battle for the AI stack

Europe’s options for AI in the midst of US-China strategic competition

Alicia García-Herrero, Bertin Martens, Paul Triolo and Yuyun Zhan

How is the Digital Markets Act supporting AI innovation in Europe?

Fiona M. Scott Morton

Artificial-intelligence competition in Europe: the role of DMA Article 6(7)

The DMA’s Android AI access rules could curb Google’s advantage, opening Europe’s AI market to rivals and strengthening innovation incentives

Fiona M. Scott Morton

Stack battles: the US-China artificial-intelligence rivalry is moving beyond chips alone

China is challenging US leadership in both AI hardware and software, with Europe unlikely to catch up

Alicia García-Herrero and Bertin Martens

Europe and its allies must plan to offset the AI dependency risk

A sudden suspension of Anthropic’s most powerful models for non-Americans previews a world in which access to AI can be abruptly cut

Alicia García-Herrero and Soumitra Dutta

To achieve tech sovereignty, Europe must not mimic its rivals

To cut its dependence on US and Chinese tech, Europe is copying their protectionism: raising costs, inviting retaliation and missing the real fix

Mario Mariniello

Europe’s third way on AI is easier said than done

Alicia García-Herrero

28th regime: tool or branding?

Rebecca Christie

German rearmament under the spotlight

Germany’s rearmament effort is laying bare its structural weaknesses in strategic, technological and operational modernisation

Guntram B. Wolff

Defence innovation and procurement reform: an empirical evaluation of the US Defense Innovation Unit

The DIU has widened and deepened US defence procurement, showing innovation units can bring more commercial tech firms into military supply

Ethan Kapstein, Javier Ospital and Guntram B. Wolff

How to secure the benefits of an EU-wide incorporation regime

An EU Inc. plan for a common company regime should become more targeted and be underpinned by better system infrastructure

Fiona M. Scott Morton and Reinhilde Veugelers

Chips Act 2.0 and beyond: Indispensability, not self-sufficiency

Tillman Schenk