Ahead of the curve: Strategic investing in Europe’s nextgen AI

​As global AI development moves beyond large language models, a new wave is taking shape - driven by efficient hardware, domain-specific data, and applications embedded in the physical world. This shift opens up a different playing field, one where Europe may be uniquely positioned to lead.

​This deep dive unpacks that opportunity.

​It combines a clear introduction to AI and its evolving stack with an in-depth analysis of the European ecosystem, its position relative to the US and China, and the financial instruments shaping its growth. Designed for investors, startups, and scale-ups, the report identifies high-potential segments and key financing dynamics - highlighting where opportunities and bottlenecks emerge. It offers a forward-looking perspective on how Europe can build a competitive edge in the next generation of AI, and what it will take to turn that edge into a globally competitive and investable ecosystem.