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    Transformative AI Strategy for Europe proposes more computing capacity and a supply-chain alliance

    Contributors outline plans for secure access to models and chips and better crisis readiness, while one argues for backing private labs rather than building a government-controlled rival.

    Max WellingMW
    Taco CohenTC
    Will ManidisWM
    22 Sources, ,

    TLDR

    Announced on September 14, 2026, the Transformative AI Strategy for Europe aims to protect prosperity, sovereignty and security, its organizers say. Contributors outline proposals for more AI computing capacity, a member-state supply-chain security alliance and better preparation for AI-enabled crises such as cyberattacks.

    One contributor says the report prioritizes access to leading AI models and does not recommend spending €800 billion as its default strategy. He argues governments should expand computing infrastructure and support private labs rather than build a government-controlled competitor.

    Other reactions seek more emphasis on financing model development or negotiating international agreements.

    Combined views

    832.5K

    22 Sources, first seen 23d ago

    Combined views

    832.5K

    22 Sources, first seen 23d ago

    4.9K likes
    23d ago
    first seen 23d ago
    4.9K likes352 comments1.6K saves950 reposts
    352 comments
    1.6K saves
    950 reposts

    Sentiment

    Positive62.4%37.6%Negative

    Summary

    Many accounts urged Europe to accelerate AI compute buildout and strategy to avoid falling behind, while others questioned its feasibility or warned of recovery challenges and uncontrolled AI risks.

    Based on 114 sentiment-bearing replies from 93 accounts across 7 conversations.

    Sentiment

    Positive62.4%37.6%Negative

    Summary

    Many accounts urged Europe to accelerate AI compute buildout and strategy to avoid falling behind, while others questioned its feasibility or warned of recovery challenges and uncontrolled AI risks.

    Based on 114 sentiment-bearing replies from 93 accounts across 7 conversations.

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    22 Sources

    Daniel Privitera@privitera_Today, we publish a Transformative AI Strategy for Europe. Over the last few months, we’ve rallied researchers and engaged with governments to develop a plan for protecting the prosperity, sovereignty, and security of Europeans in a time of rapid AI progress. http://transformative-ai.eu @MonikaSchnitzer and I are honored to have convened an all-star team of thinkers and researchers contributing ambitious near-term objectives to make Europe relevant again, including: — Creating a Member State Alliance for Supply Chain Security (@anton_d_leicht et al) — Making European institutions ready to act in a transformative AI world (Conor McGlynn et al) — Securing Europe's share of global AI compute, in a ‘European Way’ that benefits local communities (@philip_fox_ et al) — Ensuring resilience to AI crises (@ben_s_bucknall et al) — Making Europe the global leader in assurance technology — And more objectives around security of supply and leverage (@milorignell et al), economic strength (@FraukeStehr et al), and safety/security (@NoemiDreksler et al) Our all-star senior expert council of Europe’s best and brightest (and non-European friends) reviewed drafts, provided strategic advice, and made suggestions for how to make the strategy more useful: @Ph_Aghion @Christophkw @bakkermichiel @ischinger @vestager @aleks_madry @FuestClemens Marta Kwiatkowska @LeoVaradkar @antonosika @DAcemogluMIT @Yoshua_Bengio It’s never been more clear: AI is real, and Europe needs to act. We’ve had all the warning shots and wake-up calls we need. Now the question is ‘what must be done?’ This strategy is our answer. http://transformative-ai.eu23d
    Seán Ó hÉigeartaigh@S_OhEigeartaighGood to see this transormative AI vision for Europe out from a lot of credible independent experts, and with backing from a lot of big names (including Ireland's Leo Varadker). I've only skimmed the exec summary so far, but I'm looking forward to going into it in depth. https://transformative-ai.eu/part-a#a-executive-summary23d
    Michiel Bakker@bakkermichielWhile I think we should slow AI progress globally, we should speed it up in Europe. 🇪🇺 With @privitera_ @MonikaSchnitzer @antonosika @DAcemogluMIT and many others, we tried to answer: what should be Europe’s plan if AI keeps improving rapidly? 🧵23d
    Anton Osika@antonosikaThe news of the past days has reinforced that Al is the most consequential technology of our lifetimes, and it is arriving much faster than Europe is planning for. Leading researchers and experts have been working hard on a serious attempt to fix that, proposing a Transformative AI Strategy for Europe. It's been led by @privitera_ and @MonikaSchnitzer, with contributors including @bakkermichiel, @Ph_Aghion, @vestager and @Yoshua_Bengio. Personally, I particularly strongly agree with the following objectives: Reliable access to frontier Al, 15% of global Al compute by 2030, a member state alliance for supply chain security, institutions that move quickly, and fast-growing European companies. A piece I would like to emphasize, and add more weight to, is also the importance of international coordination for ensuring a safe AI transition. This will take courage and decisive action. Europe has done hard things before. Time to do it again. If you care, please forward this to people that would get value in learning about what is at stake and what we can do. http://transformative-ai.eu23d
    Alexander Doria@DorialexanderWell documented effort but cannot fix internal contradictions: frontier (or even economically workable ai) is not an "asset" but a continuous practice, so any access will be submitted to constant renegociation. It's not just US AI being submitted to export control, Chinese labs are typically evolving their licensing conditions: hence why GLM 5.3 is not on Mistral. Between a state-mandated Anthropic moonshot and doing nothing, there is a wide range of options that definitely requires some efforts and investments still very much doable for one of the three largest market in the world. All currently leading Chinese labs effort ran on a few billion investments, at some point quality AI training (and overcoming skill issues) is just paying for itself.23d
    Max Welling@wellingmaxRT @privitera_: Today, we publish a Transformative AI Strategy for Europe. Over the last few months, we’ve rallied researchers and engaged…23d
    elie@eliebakouchnice initiative, it's all about compute. i wish it was a bit more about financing model building but that's understandable for comparison mistral's target for compute in 2023 is 1GW while this initiative targets 45GW23d
    Daniel Kokotajlo@DKokotajloIMO europe needs to wake up to what's on the horizon with AGI, and then negotiate and bargain for an international agreement asap. Europe has no realistic chance of catching up to the frontier and will have less leverage every year as the singularity approaches. This report seems directionally correct to me but weak sauce.23d
    Taco Cohen@TacoCohenRT @privitera_: Today, we publish a Transformative AI Strategy for Europe. Over the last few months, we’ve rallied researchers and engaged…22d
    Rutger Bregman@rutgerbregmanThis is an insanely important report about how completely, utterly and totally unprepared Europe is for the arrival of transformative AI. A single data centre in Malaysia will soon have a third of the AI computing power of *all* of Europe combined. Two data centres in the US will have more than our entire continent. And that's just page one... More than 60 of Europe's top minds (including two Nobel laureates) have just published "A Transformative AI Strategy for Europe", an independent report about how dire the situation is. As the world gets darker, we risk being squeezed and trampled by the US and China. On the current path, the report warns, even Europe's richest economies could slide toward middle-income status in a world run from Silicon Valley and Beijing. Here's where we are right now: → The EU hosts just 5% of the world's AI compute. The US: 75%. → Not one of the ten most valuable AI companies in the world is European. → And this year, Europe got locked out of the world's most powerful AI model, twice, by American export rules. The EU's own cybersecurity agency had to negotiate for weeks to get in, and still doesn't have the latest version. For years the comfortable story was: America innovates, Europe regulates. Well, that story is dead. You can't regulate what you can't access. And you can't protect 450 million people with second-rate cyberdefence against first-rate attackers. The good news is that we have some leverage: Europe holds the single biggest chokepoint in the global chip supply chain (ASML). And this report sketches a plan to increase our leverage massively. Here's what we need to do: 1. Build a member state alliance for supply chain security – Netherlands, Germany and France at minimum – founded before the end of 2026. 2. Recruit many more frontier AI experts inside European governments ASAP. 3. Aim for at least 15% of global AI compute on European soil by 2030, built so local communities actually benefit. 4. Make Europe the world leader in AI assurance: hardware that can prove how AI is being used. 5. Prepare for crises and emergencies, such as engineered viruses and highly advanced automated cyberattacks. It's too late to catch up with the US and China. But it's not too late to build leverage . Read the full report here --> https://transformative-ai.eu/part-a#a-executive-summary22d

    22 Sources

    Daniel Privitera@privitera_Today, we publish a Transformative AI Strategy for Europe. Over the last few months, we’ve rallied researchers and engaged with governments to develop a plan for protecting the prosperity, sovereignty, and security of Europeans in a time of rapid AI progress. http://transformative-ai.eu @MonikaSchnitzer and I are honored to have convened an all-star team of thinkers and researchers contributing ambitious near-term objectives to make Europe relevant again, including: — Creating a Member State Alliance for Supply Chain Security (@anton_d_leicht et al) — Making European institutions ready to act in a transformative AI world (Conor McGlynn et al) — Securing Europe's share of global AI compute, in a ‘European Way’ that benefits local communities (@philip_fox_ et al) — Ensuring resilience to AI crises (@ben_s_bucknall et al) — Making Europe the global leader in assurance technology — And more objectives around security of supply and leverage (@milorignell et al), economic strength (@FraukeStehr et al), and safety/security (@NoemiDreksler et al) Our all-star senior expert council of Europe’s best and brightest (and non-European friends) reviewed drafts, provided strategic advice, and made suggestions for how to make the strategy more useful: @Ph_Aghion @Christophkw @bakkermichiel @ischinger @vestager @aleks_madry @FuestClemens Marta Kwiatkowska @LeoVaradkar @antonosika @DAcemogluMIT @Yoshua_Bengio It’s never been more clear: AI is real, and Europe needs to act. We’ve had all the warning shots and wake-up calls we need. Now the question is ‘what must be done?’ This strategy is our answer. http://transformative-ai.eu23d
    Seán Ó hÉigeartaigh@S_OhEigeartaighGood to see this transormative AI vision for Europe out from a lot of credible independent experts, and with backing from a lot of big names (including Ireland's Leo Varadker). I've only skimmed the exec summary so far, but I'm looking forward to going into it in depth. https://transformative-ai.eu/part-a#a-executive-summary23d
    Michiel Bakker@bakkermichielWhile I think we should slow AI progress globally, we should speed it up in Europe. 🇪🇺 With @privitera_ @MonikaSchnitzer @antonosika @DAcemogluMIT and many others, we tried to answer: what should be Europe’s plan if AI keeps improving rapidly? 🧵23d
    Anton Osika@antonosikaThe news of the past days has reinforced that Al is the most consequential technology of our lifetimes, and it is arriving much faster than Europe is planning for. Leading researchers and experts have been working hard on a serious attempt to fix that, proposing a Transformative AI Strategy for Europe. It's been led by @privitera_ and @MonikaSchnitzer, with contributors including @bakkermichiel, @Ph_Aghion, @vestager and @Yoshua_Bengio. Personally, I particularly strongly agree with the following objectives: Reliable access to frontier Al, 15% of global Al compute by 2030, a member state alliance for supply chain security, institutions that move quickly, and fast-growing European companies. A piece I would like to emphasize, and add more weight to, is also the importance of international coordination for ensuring a safe AI transition. This will take courage and decisive action. Europe has done hard things before. Time to do it again. If you care, please forward this to people that would get value in learning about what is at stake and what we can do. http://transformative-ai.eu23d
    Alexander Doria@DorialexanderWell documented effort but cannot fix internal contradictions: frontier (or even economically workable ai) is not an "asset" but a continuous practice, so any access will be submitted to constant renegociation. It's not just US AI being submitted to export control, Chinese labs are typically evolving their licensing conditions: hence why GLM 5.3 is not on Mistral. Between a state-mandated Anthropic moonshot and doing nothing, there is a wide range of options that definitely requires some efforts and investments still very much doable for one of the three largest market in the world. All currently leading Chinese labs effort ran on a few billion investments, at some point quality AI training (and overcoming skill issues) is just paying for itself.23d
    Max Welling@wellingmaxRT @privitera_: Today, we publish a Transformative AI Strategy for Europe. Over the last few months, we’ve rallied researchers and engaged…23d
    elie@eliebakouchnice initiative, it's all about compute. i wish it was a bit more about financing model building but that's understandable for comparison mistral's target for compute in 2023 is 1GW while this initiative targets 45GW23d
    Daniel Kokotajlo@DKokotajloIMO europe needs to wake up to what's on the horizon with AGI, and then negotiate and bargain for an international agreement asap. Europe has no realistic chance of catching up to the frontier and will have less leverage every year as the singularity approaches. This report seems directionally correct to me but weak sauce.23d
    Taco Cohen@TacoCohenRT @privitera_: Today, we publish a Transformative AI Strategy for Europe. Over the last few months, we’ve rallied researchers and engaged…22d
    Rutger Bregman@rutgerbregmanThis is an insanely important report about how completely, utterly and totally unprepared Europe is for the arrival of transformative AI. A single data centre in Malaysia will soon have a third of the AI computing power of *all* of Europe combined. Two data centres in the US will have more than our entire continent. And that's just page one... More than 60 of Europe's top minds (including two Nobel laureates) have just published "A Transformative AI Strategy for Europe", an independent report about how dire the situation is. As the world gets darker, we risk being squeezed and trampled by the US and China. On the current path, the report warns, even Europe's richest economies could slide toward middle-income status in a world run from Silicon Valley and Beijing. Here's where we are right now: → The EU hosts just 5% of the world's AI compute. The US: 75%. → Not one of the ten most valuable AI companies in the world is European. → And this year, Europe got locked out of the world's most powerful AI model, twice, by American export rules. The EU's own cybersecurity agency had to negotiate for weeks to get in, and still doesn't have the latest version. For years the comfortable story was: America innovates, Europe regulates. Well, that story is dead. You can't regulate what you can't access. And you can't protect 450 million people with second-rate cyberdefence against first-rate attackers. The good news is that we have some leverage: Europe holds the single biggest chokepoint in the global chip supply chain (ASML). And this report sketches a plan to increase our leverage massively. Here's what we need to do: 1. Build a member state alliance for supply chain security – Netherlands, Germany and France at minimum – founded before the end of 2026. 2. Recruit many more frontier AI experts inside European governments ASAP. 3. Aim for at least 15% of global AI compute on European soil by 2030, built so local communities actually benefit. 4. Make Europe the world leader in AI assurance: hardware that can prove how AI is being used. 5. Prepare for crises and emergencies, such as engineered viruses and highly advanced automated cyberattacks. It's too late to catch up with the US and China. But it's not too late to build leverage . Read the full report here --> https://transformative-ai.eu/part-a#a-executive-summary22d