GP Bullhound：2026欧洲人工智能产业机遇研究报告：AI 创新新纪元驱动欧洲科技产业发展（英文版）（54页）.pdf

1、This report is intended for professional investors only;see the back of the report for important disclosures.GP Bullhound Corporate Finance Ltd and GP Bullhound Asset Management Limited are authorised and regulated by the Financial Conduct Authority.GP Bullhound Inc is a member of FINRA.GP Bullhound

2、 Luxembourg S.R.L.is regulated by the CSSF in Luxembourg.EUROPES AI OPPORTUNITYJUNE 2026A NEW ERA OF AI INNOVATION DRIVING EUROPEAN TECHNO MORE EXCUSESEUROPEAN TECHNOLOGY RESEARCHContentsINSIDE THIS REPORT04Introduction05Key InsightsCHAPTERS01AI AccelerationFROM FRONTIER TO ENTERPRISEp.0702European

3、EcosystemEUROPES AI EDGEp.1903AI Deal ActivityEUROPEAN AI DEALS GAIN MOMENTUMp.3504Strategic PlaybookBUILDING AN AI-NATIVE ORGANISATIONp.41IntroductionArtificial intelligence has moved from experimentation to deployment at a speed that few anticipated.What was recently a frontier technology is now e

4、merging as critical business infrastructure,reshaping how software is built,how services are delivered,and how capital is allocated across the technology sector.In this report,we examine the forces driving AIs next phase,from compute scale and agentic workflows to fundraising,M&A and the changing ec

5、onomics of software and services.We also explore Europes AI opportunity,highlighting where technical talent,industrial depth and a new generation of AI-native scale-ups are creating global category leaders.CO-AUTHORSAlexis ScorerPARTNEREvgeny YakovlevVICE PRESIDENTJaime AlbaASSOCIATE5Key Insights01/

6、AI ACCELERATIONAI is moving from frontier breakthroughs to critical business infrastructure,as capability gains translate into real deployment across software,services and enterprise workflowsThe next phase of AI development will be shaped by compute scale,efficiency gains and the industrial infrast