US curbs on AI spur European firms to spread the risk

Short summary

European companies like Siemens and Renault are responding to US AI export curbs by diversifying across US, Chinese, and European AI providers. Rising token costs compound the shift, pushing firms to build internal AI infrastructure alongside vendor hedging. The strategy prioritizes portfolio flexibility and cost management over domestic self-sufficiency.

• •European firms avoiding single-provider dependence amid US AI export restrictions
• •Examples: Siemens, Renault using mixed portfolio of US, Chinese, European models
• •Rising token costs driving build-vs-buy economics and internal infrastructure investment

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