Keeping Europe’s Technological Choices Open
Summary
In July 2026, Johanna Ballesteros and Nicklas Berild Lundblad analyze Europe's precarious position regarding frontier AI, following the US government's early June export controls on Anthropic's Fable 5 and Mythos 5 models. This decision, which forced Anthropic to disable models for all customers, underscored Europe's dependence on US tech and the potential for geopolitical discretion to restrict access overnight. The authors reference the "Europe 2031" scenario as a warning against losing the ability to chart its own technological path. They argue that true technological sovereignty involves building capacities to keep future choices open, rather than seeking full independence, which is neither possible nor desirable. Europe must focus on making interdependence negotiable through strategic investments in energy, compute, capital, talent, and robust procurement contracts that ensure continued access and portability.
Key takeaway
For European policy makers and procurement officers navigating technological dependencies, you must proactively build domestic capacities in compute, energy, and talent. Implement procurement contracts for critical technologies that include continuity terms, portability requirements, and penalties for service withdrawal. This strategy ensures your ability to choose between systems, use them at scale, and maintain alternatives, thereby securing future technological freedom against geopolitical chokepoints.
Key insights
Access to frontier AI can be geopolitically restricted, necessitating Europe to build capacities for future technological choice.
Principles
- Technological sovereignty is the ability to keep choices open.
- Future sovereignty builds capacities for what doesn't exist.
- Interdependence should be reciprocal, not one-sided.
Method
Europe must build capacities in energy, compute, capital, and talent, treating data centers as critical infrastructure. It should invest early in high-value sectors and use procurement to ensure access and portability.
In practice
- Include continuity terms in critical technology contracts.
- Ensure portability requirements for procured services.
- Keep alternative systems ready for different tasks.
Topics
- AI Geopolitics
- Technological Sovereignty
- Export Controls
- Frontier AI
- European Tech Policy
- Critical Infrastructure
Best for: CTO, VP of Engineering/Data, Director of AI/ML, Policy Maker, Consultant, Executive
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Editorial summary, takeaway, and curation by AIssential. Original article published by Oxford Internet Institute.