There is more than life from LLMS, or why Europe does not need to knee to adopt artificial intelligence

The only LLM is noticeable, the Mistral Mistral, is the exception that proves the base, and it is still much smaller than the global market leaders such as Openai, Googleand DeadDibsic or Anthropor. The amounts that are invested in these American and Chinese models make the knee.

Does this mean that Europe has lost its opportunity to take advantage of the artificial intelligence revolution equally with the United States?

Not necessarily. Matthias Top, who leads the Boston Consulting Group operations in Europe, the Middle East, South America and Africa, says the value of artificial intelligence is mostly evident in how companies use technology. “When it comes to adopting artificial intelligence, we do not see a difference between European or American companies. Whether they are winners, yes or no, it will be determined by those who pay the adoption faster.” luck.

Dominique King, Middle Research Research Security ToneHe agrees to: “European companies are in a good position to add value by building requests to the head of American models for general purposes.”

In other words, everything still plays.

Which European companies are waiting for us?

When it comes to adopting artificial intelligence, Europe still cut off its work. According to the European Parliament, only 13.5 % of European Union companies used artificial intelligence as of last year. While this is undoubtedly that this has increased dramatically since then, it is far from Europe 75 % target. It is also possible to be behind the United States McKinsey Appreciation a 45-70 % Atlantic adoption gap in the same year.

Enlargement However, you will see a more accurate picture, with at least many European companies to keep up with their global competitors.

“When it comes to adopting artificial intelligence, we do not see a difference between European or American companies. Whether they are winners, yes or no, those who pay the adoption will be determined faster.”Matthias Top, President of BCG Europe, Middle East, South America and Africa

A lot depends on the size of the work. Accenture Research In Europe, I found a clear relationship between the strength of the abilities of artificial intelligence in the organization, such as its talents, data governance, and the spread of artificial intelligence. King says that large companies “are usually able to invest more, have stronger change management skills and benefit from larger data groups.”

The companies that await them also depend on their sector. Besides clear candidates like that, many leading industries in Europe – such as cars, biofuels, technology, and space – are among those that greatly affect the basic activities, rather than support for jobs. This makes them ripe to take advantage of the spread of artificial intelligence, and an exhibition of external turmoil that is already operating in electric cars.

Make this combination of threat and opportunity companies in these sectors more likely to perceive in new technology. “We see here an early adopter that strengthens productivity with artificial intelligence, for example, by accelerating the discovery of drugs, performing more accurate simulations and improving product design,” says King.

Acceneture itself, although it is better understood as multinationals with European headquarters rather than a distinctive European company, is among those first adopters. In 2023, Acceenure announced that it would allocate $ 3 billion to integrate artificial intelligence internally and to become experts on it for its customers, for each. former luck Reporting.

The company booked $ 4.1 billion for Genai and $ 1.8 billion of revenues, as of its revenues Call Q3 profits in JuneWith integrated artificial intelligence, deep industrial knowledge and emerging energy efficiency as major topics. It aims to build data in 80,000 artificial intelligence by 2026, after it has already reached 75,000.

Big companies “are usually able to invest more, have stronger change management skills and benefit from larger data groups.”

Dominique King, Leadership of Europe, Middle East and Africa research, tone

Schneider Electricity It is another large European company on artificial intelligence. The Industrial Technology and Energy Management Group has generated more than 100 million euros (about $ 116.9 million) of the value of the work of integrating artificial intelligence into its operations, and told Jenail Avis Hot, the CEO of Operations in Europe, luck. This number, which already returns to Early from 2022It is the result of providing the costs and operational competencies that you made through the “Self -recovery” chain platform.

Anti -MDF uses artificial intelligence in the supply chain, financial consultations and customer service. “Our internal JO-Chatgpt platform enables employees to benefit from artificial intelligence safely, enhance productivity and creativity while maintaining data integration,” adds AVICE HUET. Externally, artificial intelligence also user In leading Schneider Electric products, such as energy management and industrial automation.

The main method that the Schneider Electric is more directly from the mutation of artificial intelligence, despite its role as a leading global supplier of electrical components used in data centers, along with others such as ASML in the Netherlands, a major technology supplier for semiconductors.

To give a sense of the market size they provide in the European Union alone, 100 billion euros are expected to invest in the data center investments by 2030, according to what he said. European Data Center AssociationAlthough this is likely to be much less than equivalent in the United States, which is that McKinsey’s capabilities Only 40 % of the Global Data Center investment will get in this contract.

Some of this investment comes from companies that will not usually contact technology companies, with European Union companies such as the parent company of Lidl, Schwarz Gruppe, They look at their data centersPartially the desire to reduce Europe’s dependence on American capabilities.

Not everyone proves very excited. As in other countries, there are also prominent sectors in the European economy that tend to delay the adoption of artificial intelligence, such as facilities and telecommunications – from the governmental point of view, the sectors that support themselves to start Amnesty International. King explains that this struggle with fragmentation, access to capital, and weak artificial intelligence capabilities due to a decrease in literacy from artificial intelligence and the lack of concrete use cases with a clear return on investment.

Double brown gap

Despite some fans, the large image is the high demand for artificial intelligence, but even with the investment of huge amounts in European data centers, the offer is still struggling to keep up with it. As a result, infrastructure risks To become a critical bottle neckWhich makes artificial intelligence more expensive and slow to use. Data center vacancies – a measure of its additional available ability – are in Low On the continent.

The adoption of artificial intelligence is also likely to oppose the neck of the other infrastructure bottle in the power system. Large electrical data centers use –Goldman Sachs predicts They can add 40-50 % to energy demand in Europe over ten years.

This causes two problems. First, the additional burden on the network will apply ascending to high energy prices in Europe, which already weighs industrial competitiveness. Second, if energy infrastructure investments in Europe are not able to keep pace with the demand for the data center, they risk estimating the adoption of artificial intelligence for European companies.

It is not only the lack of power in itself. Data centers rely on energy supplies without interruption, but the easy -to -make product creates demand mutations that make an interruption more likely. If there is a lot of fluctuations, it can hinder their operations, add costs and exhibit more investment.

“If you are an operator of the data center, you are sitting in the middle of the double uncertainty, with more fluctuations in the demand side and more fluctuations in the energy market side,” says Jade Batstone, founder and CEO of Zendo, a startup that helps data centers that data centers become more efficient in energy use.

The risk of competitiveness in Europe is that its economy can significantly decrease relatively on both the prices of artificial intelligence and energy, in the absence of an accelerated investment in both groups of infrastructure.

It would be wrong to see artificial intelligence only as a problem for the energy sector. It can also be part of the solution. International Energy Agency (IEA) Projects Artificial intelligence can open 175 GB of global energy energy simply by improving network efficiency, which is more than just gaining marginal efficiency: It is higher than the total global power demand expected in databases by 2030, and more than five times more than Europe 2030 The expected order of energy.

Standing firmly to go green

This indicates the only way in which Europe has something on the United States – the intersection between databases and renewable power.

AVICE HUET, which indicates Schneider Electric’s: says: Partnership with Nvidia On the original data center designs of artificial intelligence.

“Although high energy costs may affect the competitiveness of Europe today, especially in the intense energy industries, the smart organization of Amnesty International with the leadership of the continent in renewable energy resources technologies such as marine wind can help reduce both emissions and costs in the long run,” he adds.

Such a result is especially attractive to companies that adhere to both artificial intelligence and carbon removal, with large technology companies like Google determines the tape with obligations to be fully supported by renewable energy by 2030. BNP Paribas Note that Most of the superior players prefer renewable energy sources Even on economic foundations alone, due to the low operational costs of solar energy, ground thermal energy and wind.

But completely renewable data centers may not be very clear to achieve them, as it is noted that Zendo Cofetost and Coo Drew Barrett: “You will really struggle to do this in networks that you have not already canceled carbon.”

This is where the feature of Europe comes. While no one has ever reached the full carbon tape, renewed energy may generate 50 % of all electricity It is used in the European Union last year, according to IEA – to the highest level of major economies. Brussels has Also set the goal of the data centers Be neutral to be climatic by 2030, which requires them to report energy consumption, the amount of that renewed, and the use of water.

While some may see such an organization as an additional barrier to investment, Avice Huet argues that “carbon removal is not competitive, it is essential to Europe’s aspirations for growth and industrial power.”

This position reflects the European Union Clean industrial dealA strategy to build a competitive place in clean technologies, which can extend to “green” databases – especially such as We look forward to fossil fuel To operate computing needs, following President Trump’s action plan, which was significantly silent on renewable energy sources.

But while focusing on European lawmakers who studied on consumers on companies has led to leading laws in the world on data protection and sustainability, Topop says it is still complex the private sector’s ability to compete actually. Given the complexity and fragmentation of the European Union legislation, which is interpreted differently through member states and sits at the top of multiple layers of local law, Europe must decrease, he says.

There was some progress in simplifying regulations. The continent’s action plan suggests an artificial intelligence in the European Union a simple permit for data centers that meet the standards of energy and water efficiency, which means stimulating green data centers preferentially. Avice Huet looks optimistic note: “With a constant focus on red stripe, electricity, digitization, and network modernization, Europe can show stronger, more flexible and more competitive on the world stage.”