Works in Progress Editor Warns Europe’s AI Infrastructure Lags US

The warning lands less as a technology story than as a capital-allocation story: Europe's gap is framed as infrastructure and investment, not talent or ideas. That distinction matters because infrastructure deficits compound — compute, power and data capacity shape where the next generation of AI firms chooses to build. The open question is whether European policymakers treat this as a competitiveness agenda or a regulatory one, since the two produce very different outcomes.