Europe wants greater technological sovereignty, but building sovereign AI infrastructure requires enormous amounts of capital. The EU’s own plans assume that much of this will come from private investment. As foreign investors help finance European AI infrastructure, the harder question is not simply where the money comes from, but what control comes with it. Key… Continue reading Who will pay for Europe’s AI sovereignty?
The Hormuz crisis exposed the Philippines’ longstanding vulnerability to energy price shocks. With electricity prices already among the highest in Southeast Asia and a heavy reliance on imported fossil fuels, the country entered the crisis with limited room to absorb further increases in energy costs. As a result, the crisis accelerated decentralized solar adoption without… Continue reading Will the Philippines’ solar energy surge outlast the Hormuz crisis?
The revival of the V4+Japan format and Nippon Steel’s takeover of the Košice steelworks offer Slovakia a historic opportunity to elevate its relations with Tokyo. Whether this momentum turns into lasting cooperation will depend largely on Slovakia’s foreign policy consistency – in Brussels, on Ukraine, and towards Beijing. Key takeaways: Nippon Steel’s acquisition of US… Continue reading A Slovak-Japanese momentum that may not come again
European semiconductor policy treats Taiwan as a supply-chain problem of fabs, capacity, and critical materials. It overlooks the one input that underpins every advanced wafer made on the island: electricity. Key takeaways: More than 90% of the world’s most advanced chips are made in Taiwan, and every one of those fabs is a major electrical… Continue reading Europe’s chip de-risking has no energy chapter
France, Spain, and Italy primarily export naval and air platforms to Southeast Asia, whereas the Visegrád Four, primarily Czechia and Poland, focus on armored vehicles and drones. Key takeaways: Western European states supply Southeast Asia with advanced air and naval platforms, often linked to local industrial participation, while Central European countries concentrate on land systems… Continue reading Europe is increasing its military engagements with ASEAN states
