Nvidia just answered the question hanging over AI: the boom isn’t slowing, it’s accelerating, with five US giants set to spend $1.3 trillion next year. Boom or bubble, the scale is staggering — and Europe, able to regulate AI but not to build it, is barely at the table.
The debate about AI is stuck on pictures — too perfect, too soulless. It’s a comfortable decoy. The real danger isn’t a machine that wakes up and hates us. It’s that we hand over our judgement, our choices, our relevance, one reasonable step at a time — and never notice the moment it stopped needing us.
Meta is on trial in California over features allegedly designed to addict children, with its own leaked memos as evidence. Seen from Europe, it’s a slow, painful demonstration of why the Digital Services Act regulates this design up front — while America litigates it one case at a time.
OpenAI’s “last resort” is here: ads are now live in ChatGPT across five more markets. A defensible way to keep AI free — and a repeat of the internet’s original sin, on the most intimate surface yet. Notably, the EU and Switzerland aren’t on the list.
Wall Street wiped out a trillion dollars over AI spending fears, then a big bank doubled its capex forecast. Whichever is right, Europe never placed the bet — and that may be its quiet advantage.