波士顿咨询（BCG）：2026欧洲技术就绪度竞赛：AI 主权如何重塑欧洲科技战略洞察报告（英文版）（14页）.pdf

1、May 2026 By Christian Kirschniak,Kirsten Rulf,Laura Selberg and Felix KupfererEUROPES RACE TO TECH READINESSHow AI Sovereignty Is Reshaping Europes Technology StrategyBoston Consulting Group Boston Consulting Group(BCG)partners with leaders across business and society to help tackle their most impor

2、tant challenges and seize upon their greatest opportunities.BCG was a pioneer in business strategy when it was founded in 1963.Today,we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholdersempowering organizations to grow,build sustainable competitive

3、advantage,and drive a positive impact across society.Our diverse,global teams bring deep industry and functional expertise,and a range of perspectives that challenge the status quo and spark change.BCG delivers solutions through leadingedge management consulting,technology and design,and corporate a

4、nd digital ventures.We work in a uniquely collaborative model across the firm and throughout all levels of our clients organizations,fueled by the goal of helping our clients thrive,and enabling them to make the world a better place.Contents1 Europes Sovereignty Shift:Strategic Pressure Meets Operat

5、ional Reality 42 Europe Agrees That Sovereignty Is Important But Not on What It Means in Practice 63 Deep Dive:Germany as Europes Sovereignty Stress Test 94 Europes Sovereignty Shift Is Reshaping Technology Partnerships 115 Conclusion&Call to Action 12 About the Authors 14 BOSTON CONSULTING GROUPEUR

6、OPES RACE TO TECH READINESS 2026 4Technological sovereignty has long been debated as a European political ambition.However,its only now that the policy concept is rapidly becoming an operational reality:across Europe,geopolitical tensions,mounting regulatory pressure,and growing concerns around tech