This week: SEALSQ and GlobalFoundries advance post-quantum chip security, ABN AMRO taps Mistral AI for sovereign banking tools, Zscaler and Schwarz Digits launch sovereign cloud security for Europe, Sony and TSMC commit $6.3B to next-gen image sensors, Great British Energy backs UK solar-thermal manufacturing, and Accenture takes over IBM's stake in UniCredit's technology backbone.

Eight deals. One dominant theme: Europe building infrastructure it controls. Microsoft backs Mistral AI's EU compute expansion. The ÆTHER Consortium bids to build Europe's first AI Gigafactory in Strasbourg. Humanoid raises $152M and signs the industry's largest commercial humanoid robot deployment with Schaeffler. Leonardo and Baykar launch a drone manufacturing JV in Italy. Altris and Draslovka create Europe's first sodium-ion cathode supply chain. Plus Nordic payments, Fr

Europe produces world-class engineers, research, and innovation. Yet much of the digital infrastructure we rely on every day is owned elsewhere. These charts reveal the uncomfortable reality behind Europe’s tech dependency—and why building an EU Stack has become an urgent priority.