Europe sets its sights on multi-billion-euro gigawatt factories as it plays catch-up on AI
Europes been doing well but is this the start of a new European stocks trend? This is big for European companies in ai and things related. I think trump is forcing allies to build out ai capabilities because China vs USA ai innovation is neck and neck and we need allied help. It’s similar to the internet where USA developed it first then shared it with the rest of the world and only then realized internets true value and ended up dominating. Our ai stocks are at all time highs indicating we have that dominance and are now striking deals by aug 1 tariffs deadline to share IP and software weights for training ai, they just need to build out the infrastructure to handle the ai. With that, European construction, energy/utility companies, water management companies , mining and materials , what else would benefit?