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Artificial intelligence is becoming part of Europe’s strategic infrastructure. As the Netherlands considers a €5 billion AI investment agenda, the central question is no longer how much should be spent, but what enduring public capabilities and strategic assets those investments should ultimately create.
Europe wants digital sovereignty, yet often measures technological progress through frameworks designed elsewhere. If infrastructure is strategic, perhaps the institutions that define markets, benchmarks and technological leadership deserve the same level of scrutiny.
What if Elon Musk decided to buy ASML? The question may sound implausible, but it reveals a deeper reality. As technology becomes increasingly strategic, some companies may have evolved beyond ordinary market logic and into critical infrastructure.
