1、Page/2 Fabricio BloisiCEO“Europe is at a crossroad in the global AI race,but we are too slow.We have world-class talent,yet without fast,major investment in our own compute and open-source models,we risk dependence on others.The countries and companies that move now will define the next decade.Europ

2、e is changing,but things are not moving fast enough.Lets build as if Europes future depends on itbecause it does.”Page/3 1.The AI window is open.It wont stay open forever.AI is reshaping the global economy at a pace the world has never seen.The countries and companies that move now will define the n

3、ext decade.Those that hesitate will spend it catching up.Europe is at that inflection point-right now.2.Europe has everything it needs to win.Except urgency and courage.World-class talent.A massive,AI-hungry user base.A record$21.8B invested in 2025,up 58%in a single year.The foundations are solid.B

4、ut foundations dont win races-speed and courage does.And right now,Europe is not moving fast enough.3.Were building great companies and then handing them to the US.Europe matches the US at the starting line.But at breakout stage,US investors outspend Europe 3x.At late stage,its 9x.Over half of the c

5、apital scaling Europes best AI companies is foreign.We are incubating the future for others to own.That has to stop.4.The next wave of AI is vertical,applied,and European-if we claim it.General-purpose GenAI?The US won that round.But the next frontier-World Models-is wide open.Also 75%of European AI

6、 investment already targets high-value applications in health,energy,defence,and fintech.Europes edge is clear:dominate in the applications layer-health,energy,defence,fintech-and uniquely positioned to lead in World Models.Two massive prizes.One window.The moment is now.5.Europe doesnt have an inno