industrial policy

Jul 2

Europe's Chip Industry Caught Between US and China Tensions

Europe's semiconductor sector is losing technological autonomy. Geopolitical fractures are forcing companies to choose sides rather than maintain balanced supply chains. A EUISS and Institut Montaigne report identifies the structural trap: stricter US export controls on advanced chips to China are pushing European manufacturers to either abandon high-end production or risk American sanctions. China counters by investing heavily in domestic alternatives and potentially restricting rare earth exports that European fabs depend on. Without independent capacity, Europe risks becoming dependent on others for the technologies that matter most.

theme-culture regulation/policy ai governance industrial policy

Jun 5

U.S. Government Mulls Equity Stakes in AI Companies

Source: The Next Web

The proposal suggests Washington may need to own stakes in frontier AI models, not just regulate them—a departure from its traditional hands-off approach to tech. Government equity would serve as both a financial hedge and a governance tool, giving federal officials board-level access to strategic decisions at companies like OpenAI or Anthropic when AI capabilities carry direct national security implications. The model echoes Cold War tech partnerships but in a landscape where a handful of private companies, not federal agencies, control the most consequential computing infrastructure.