欧洲人工智能现状——看不见的巨人

March 2026 “Europe is at a crossroad in the global AI race,but we are too slow. We have world-class talent,yet without fast, major investment in our owncompute and open-source models, we riskdependence on others. The countries and Europe is changing, but things are not moving fastenough. Let's build as if Europeʼs future depends onit—because it does.” Fabricio BloisiCEO State of AI in Europe: Executive Summary 1. The AI window is open. It won't stay open forever.AI is reshaping the global economy at a pace the world has never seen. Thecountries and companies that move now will define the next decade. Those that hesitate will spend it catching up. Europe is at that 2. Europe has everything it needs to win. Except urgency and courage.World-class talent. A massive, AI-hungry user base. Arecord $21.8B invested in 2025, up 58% in a single year. The foundations are solid. But foundations don't win races - speed and 3. We're building great companies and then handing them to the US.Europe matches the US at the starting line. But at breakoutstage, US investors outspend Europe 3x. At late stage, it's 9x. Over half of the capital scaling Europe's best AI companies is foreign. 4. The next wave of AI is vertical, applied, and European - if we claim it.General-purpose GenAI? The US won that round. Butthe next frontier - World Models - is wide open. Also 75% of European AI investment already targets high-value applications in health,energy, defence, and fintech. Europe's edge is clear: dominate in the applications layer - health, energy, defence, fintech - and 5. Europe doesn't have an innovation problem or a talent problem. It has a capital problem and a friction problem - and bothare fixable.European pension funds sit on €13 trillion, raising their ventures allocation to 3% unlocks €100 billion overnight.Streamline the regulatory stack, scale up EU-Inc into a real tech highway, and Europe's AI pipeline doesn't incrementally improve — it State of AI in Europe: Key Insights Geography & Ecosystems Investment & Startups Talent & Research Adoption & Application ●Europe is on par with the US infrontier AI talent - researchers activein industry and academia - with~133,000 vs. ~556,000 LLM usersglobally.●However, 53% of European AI talentsits in traditional economy roles vs.40% in the US, and only 33% indigital-native tech companies (vs.46% in the US).●US AI dominance is built on ~50%imported talent, largely European -but this talent flow is showing earlysigns of reversal.●European institutions are absentfrom the top-cited AI publications, ●AI adoption in most Europeancountries exceeds US levels, makingEurope the world leader in AIapplication uptake.●Europe records 2x the LLM usage ofthe US, though the dominant modelsare US- and China-built - effectivelyenriching foreign AI ecosystems.●Over 75% of European AI fundingtargets vertical, specialistapplications - in health, energy,fintech, security & defence, and legal. ●London is Europe's undisputed AIcapital: ~1,700 VC-backed AI startupsworth $125B, raising $7.1B in 2025alone - vastly ahead of all other hubs.●Munich and Zurich lead in deep techand AI research; Paris is an emergingforce, particularly in AI modeldevelopment.●London, Munich, Paris, Zurich,Stockholm, Amsterdam, Berlin,Copenhagen, Oxford, and Cambridgeform Europe's core AI hub network -but none yet rivals the scale of BayArea, New York, or Boston.●Defence, Security & Resilience (DSR)is the fastest-growing AI sub-sector:$8.7B invested in 2025, up 55% YoYand 4x higher than five years ago. ●European AI VC funding reached anall-time high of $21.8B in 2025, up58% from 2024 and nearly 10x thelevel in 2016.●AI now accounts for 30%+ of allEuropean VC funding - double theshare of three years ago.●Europe has a comparable number ofAI startups to the US but capturesonly 11% of global AI VC since 2023,vs. 77% for the US.●The funding gap is concentrated atscale: Europe invests 3x less atbreakout stage and 9x less at late 1AI in the news: An American story? 2Surprising Truths About a Hidden Giant Talent Paradox: Europe on par in "Frontier" MindsUsage Paradox: Europe as the Worldʼs AI "Trainers" 3Where Europe can win: Picking the Right Battles become a unicorn, and it's built byEuropeans in Europe and yet it only has “Are European VCs asleep at the wheel?” Seb JohnsonFounder Meet Pimand his team. ●Dutch company buildingthe next wave of AI: WorldModels (“AI for robots”)●$500m offer from OpenAI●$135m Seed from mainly Is Europe destined to be anincubator for American giants? When we hear about artificial intelligence, we usually see an American story 1AI in the news: An American story? 2Surprising Truths About a Hidden Giant Talent Paradox: Europe on par in "Frontier" Minds Usage Paradox: Europe as the Worldʼs AI "Trainers"Startup Paradox: Europe Grows Them, America Owns Them 3Where Europe can win: Picking the Right Battles European talenthas largelyshaped the AI The invention of AI is as mucha Europea