European Strategic Autonomy and Industrial Policy

Covers EU-led strategies and funding for technological and defense sovereignty, including semiconductor manufacturing (Chips Act), AI regulation, rearmament programs, and multi-year budget implications.

NVIDIA's European Option: Bull Case $400B Inference Market vs. Bear Case Funding Void

Sovereign cloud tenders and defense localization favor the bull; fragmented capital, power constraints, and 'buy European' mandates anchor the bear

By KAPUALabs

/ 13 Aug 2026