Policy Simulation Report "Europe 2031" Warning: Europe Faces Marginalization Risks in the AI Era

The recently released policy simulation report "Europe 2031" points out that, constrained by a shortage of computing power and reliance on external models, Europe may face the risk of economic and political marginalization in the global AI competition if it does not make significant strategic adjustments. The report notes that Europe currently accounts for only 5% of global AI computing power, lacking leverage in technological competition, and its advocated "technological sovereignty" may be difficult to achieve due to insufficient funding and lagging policies, even facing the risk of losing autonomous control over core technology companies (such as ASML).

To address the aforementioned challenges, the report proposes a series of countermeasures. It suggests that Europe should mobilize public and private capital on a large scale, focusing investments on foundational computing infrastructure such as energy, semiconductors, and data centers; and form a technology alliance with countries like the UK and Japan to integrate supply chain advantages for international negotiation leverage. Additionally, the report calls for Europe to advance labor market reforms to adapt to the proliferation of AI and tighten scrutiny of foreign investment in local manufacturing to consolidate its existing advantages in industrial AI and robotics.