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The EU's AI money is aimed one layer too low

Stéfane Fermigier

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Abstract

EU AI investment for 2028-2034 is planned against a diagnosis of scarce compute, capital and skills, while the Commission's own AI annex and Mozilla's developer survey both locate the failure at deployment. The orchestration layer has no cell in the value chain the annex reproduces, and European public money backs open supply while European developers buy closed.

Teams that reached production in Mozilla's developer survey, by the kind of model they use. Between a third and a half stall whichever way they buy; the note locates the constraint at deployment.

Teams that reached production in Mozilla's developer survey, by the kind of model they use. Between a third and a half stall whichever way they buy; the note locates the constraint at deployment.

About this paper
Programme Policy papers
Genre Policy paper
Status draft working paper v0.2
Date 2026-09-23
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Cite this paper

Fermigier, S. (2026). The EU's AI money is aimed one layer too low.
Policy paper, Abilian Econ Lab.
https://econ.lab.abilian.com/papers/eu-ai-model/