Europe’s new technology strategy is not about decoupling from the United States. It is about becoming indispensable within the infrastructures, supply chains and innovation ecosystems that underpin the digital economy, reshaping the future of transatlantic technological cooperation and resilience.
Analysis
Structured analysis of how systems, incentives and technological change interact to shape long-term economic and market outcomes.
The United States is not running out of people, but its demographic engine is weakening. Slower growth, ageing and migration volatility are reshaping labour markets, consumption patterns and the foundations of long-term economic expansion.
As AI systems expand, the limiting factor is shifting from compute to power—redefining how and where technological leadership is built.
The Federal Reserve’s decision to hold rates steady signals more than caution. It reflects a system shaped by conflicting forces — persistent inflation, geopolitical shocks and uncertain growth — where monetary policy is no longer directional, but increasingly reactive to a shifting macro environment.
Semiconductors have become the backbone of modern power, shaping geopolitics, AI and global supply chains. From ASML’s unique position to Taiwan’s strategic role, this deep dive explores how chips evolved into the most critical resource of the digital age.
As AI systems scale, the real constraint is no longer compute but connectivity. At OFC 2026, photonics—and specifically chip packaging—emerges as the critical layer enabling performance, efficiency and scalability, positioning the Netherlands as a strategic player in global AI infrastructure.
