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Germany just answered. Most enterprises haven't even asked the question.
Davos 2026 exposed the contradiction at the heart of European AI strategy: world-first regulation without the compute to back it. Plus: Apollo bets $3.5B on xAI, Microsoft sales teams cut AI forecasts, and why 54% of enterprise AI projects stall on infrastructure.
AI strategy
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Finland activates EU AI Act enforcement, Grok scandal exposes guardrail failures, and $600B in hyperscaler capex raises the stakes. Plus: Claude enters healthcare, bunq's AI handles 75% of support, and how "Nano Banana" got its name.
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Agentic workflows move closer to "real work," while regulators and infra constraints quietly define what's feasible.
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Consolidation up top, constraints underneath: the week the AI stack started looking like industry.
AI Models
Less model drama. More operating reality—agents, evals, sovereignty, cost, and the new security perimeter.
AI is no longer "just models." It's becoming an industrial stack: capital + compute supply chains + product economics + enterprise integrators + regulation as geopolitics. If your AI strategy still treats models as standalone products, you're planning for 2023.
