
The Rise of European AI: Capital Flows and Startups
Explore how European AI funds are investing in US tech giants while fostering local innovation.
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In this episode, Alice and Lewis delve into the dynamic landscape of the European AI sector in 2025. They discuss how European private equity and hedge funds are channeling billions into US tech giants like Nvidia, Microsoft, and Alphabet. At the same time, venture capital is fueling a surge of European agentic AI startups. The conversation also covers the EU's AI Continent Action Plan and the potential for European startups to challenge US tech dominance. Tune in to learn how Europe is balancing investment in global leaders with the growth of its own AI ecosystem.