European Sovereignty

AI Geopolitics

Ardian’s €10bn AI Gigafactory Bet Turns European Digital Sovereignty Into Infrastructure Play

Europe's largest PE firms now see decoupling from US cloud providers as a generational infrastructure trade—with France's nuclear advantage as the hook.

7 min read ·
AI Geopolitics

Meta’s Shadow Over Europe: How Nscale’s $2B Round Positions US AI Giants at the Heart of EU Sovereignty

UK data center startup Nscale lands former Meta executives Sandberg and Clegg on its board after securing Europe's largest AI infrastructure funding round, raising questions about whose sovereignty the continent is actually building.

9 min read ·