{"id":676475,"date":"2025-06-21T05:55:14","date_gmt":"2025-06-21T02:55:14","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/europe-wont-lead-in-ai-hardware-but-can-in-ai-apps\/"},"modified":"2025-06-21T05:55:14","modified_gmt":"2025-06-21T02:55:14","slug":"europe-wont-lead-in-ai-hardware-but-can-in-ai-apps","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/europe-wont-lead-in-ai-hardware-but-can-in-ai-apps\/","title":{"rendered":"Europe won\u2019t lead in AI hardware, but can in AI apps"},"content":{"rendered":"
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The race to dominate AI infrastructure has left Europe trailing the US \u2014 but the continent still has a shot at global leadership in AI app<\/a>s.<\/p>\n

That was the verdict of Dutch tech leaders at the Assembly, the invite-only policy track of TNW Conference<\/a>\u00a0in Amsterdam.<\/p>\n

While Silicon Valley controls the scaffolding for AI, they urged Europe to focus on building apps on top.<\/p>\n

Leading the call was Jeroen van Glabbeek, CEO and founder of CM.com, a customer engagement platform with a market cap of around \u20ac217mn and annual revenues of \u20ac274mn in 2024.<\/p>\n

Van Glabbeek believes the US advantage in AI infrastructure could become a launchpad for European software. \u201cThe infrastructure is already there,\u201d he said.<\/p>\n

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The \ud83d\udc9c of EU tech<\/p>\n

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That infrastructure is being built with unprecedented investment. In 2025 alone, Meta, Amazon, Alphabet, and Microsoft plan to spend over $300bn (\u20ac261bn) combined on data centres, networking, and cloud services for AI, according to CNBC<\/a>.<\/p>\n

Van Glabbeek called it \u201cthe biggest investment in technology<\/a> in the history of mankind.\u201d<\/p>\n

European tech firms can\u2019t match this scale of spending on hardware. But they can capitalise by building AI apps on the foundations laid in the US.<\/p>\n

Europe already has a strong record of building top-tier apps, from Spotify and Grammarly to Revolut and Klarna. In the AI era, Van Glabbeek envisions a new wave of them emerging from the region.<\/p>\n

\u201cWe won\u2019t win the hyperscaler AI platform play, but there\u2019s still something positive to compete for \u2014 and it\u2019s on the application side,\u201d he said.<\/p>\n

The sentiment was echoed by other tech leaders on stage.<\/p>\n

Sohrab Hosseini, co-founder of Amsterdam-based generative AI startup Orq.ai, highlighted the opportunities at the \u201corchestration and application levels,\u201d while Lucien Burm, President of the Dutch Startup Association, pointed to where the profit lies.<\/p>\n

\u201cThe money is probably to be made in the application layer,\u201d he said. \u201cWe\u2019re not going to win that much in very deep AI hardware tech.\u201d<\/p>\n

To fulfil Europe\u2019s AI potential, the speakers called for a trio of financial changes: greater risk appetite from investors, less red tape around public funding, and more local procurement. But their most pressing demand is one that reverberates across the continent\u2019s tech sector: innovation-friendly regulation.<\/p>\n<\/p><\/div>\n

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Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

The race to dominate AI infrastructure has left Europe trailing the US \u2014 but the continent still has a shot at global leadership in AI apps. That was the verdict of Dutch tech leaders at the Assembly, the invite-only policy track of TNW Conference\u00a0in Amsterdam. While Silicon Valley controls the scaffolding for AI, they urged…<\/p>\n","protected":false},"author":1,"featured_media":676476,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/img-cdn.tnwcdn.com\/image\/tnw-blurple?filter_last=1&fit=1280%2C640&url=https%3A%2F%2Fcdn0.tnwcdn.com%2Fwp-content%2Fblogs.dir%2F1%2Ffiles%2F2025%2F04%2FUntitled-design-9.jpg&signature=35ec8f307e0d5bae5d5b8421a3700df9","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-676475","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/676475","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=676475"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/676475\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/676476"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=676475"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=676475"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=676475"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}