IBM: Europe’s AI Sovereignty Hinges on Cloud, Chips After U.S. Controls
IBM•IBM senior vice president Ana Paula Assis warned Europe’s technology sovereignty talks at G7 and VivaTech will hinge on control over cloud infrastructure, chips and AI models after U.S. export controls on Anthropic’s models. Despite plans for AI ‘gigafactories’ and billions in investment, European firms rely on U.S.-controlled cloud and semiconductors.
1. G7 and VivaTech Focus on Tech Sovereignty
The G7 summit in Evian and VivaTech conference in Paris bring together policymakers, executives and over 180,000 attendees to debate Europe’s technology sovereignty, emphasizing the consequences of recent U.S. export restrictions on Anthropic’s advanced AI models.
2. IBM’s Sovereignty Stance
IBM senior vice president Ana Paula Assis highlighted that true sovereignty requires control over crucial components—cloud infrastructure, semiconductor chips and foundational AI models—rather than just the origin of the technology.
3. Europe's Dependence on U.S. Infrastructure
Despite billions in EU investment toward AI ‘gigafactories’ and large-scale computing projects, European companies continue to depend on U.S.-controlled cloud platforms, semiconductors and foundational AI systems, underscoring a persistent strategic vulnerability.




