The West keeps asking how much China subsidises its industries. That is the wrong question.
The West keeps asking how much China subsidises its industries. That is the wrong question.

The Western debate about China’s industrial rise keeps circling the same question: how much of it is subsidised? The European Commission’s anti-subsidy investigations into Chinese electric vehicles, solar panels, and wind turbines have produced tariff …

The next satisfactory standard for data governance may not come from Brussels. It may come from Beijing.
The next satisfactory standard for data governance may not come from Brussels. It may come from Beijing.

The European Union treats data as a privacy right. The United States treats it as a corporate asset. China treats it as a factor of production, a national economic resource on par with land, labour, capital, and technology. That distinction, which soun…

Foreign automakers are not staging a comeback in China. They are learning to be the junior partner.
Foreign automakers are not staging a comeback in China. They are learning to be the junior partner.

In January and February 2026, Volkswagen reclaimed the top position in China’s passenger vehicle market with a 13.9 per cent share, narrowly ahead of Geely at 13.8 per cent. Toyota’s joint ventures held 7.8 per cent. BYD, which dominated 2024 and much …

Trump is breaking the Turnberry deal over cars. Semiconductors are next in line.
Trump is breaking the Turnberry deal over cars. Semiconductors are next in line.

The Turnberry Agreement was supposed to be the floor. Signed at Donald Trump’s golf resort in Scotland last July, the deal between the United States and the European Union set a 15 per cent tariff ceiling on nearly all EU goods entering America, includ…

Europe’s finance ministers are about to discuss an AI model none of them can access
Europe’s finance ministers are about to discuss an AI model none of them can access

Euro-area finance ministers will discuss Anthropic’s Mythos AI model with banking supervisors on Monday, according to a senior EU official. The technology that will be on the agenda is one that no government in the European Union has access to, built b…

SPRIND opens applications for €125M competition to build Europe’s first frontier AI labs
SPRIND opens applications for €125M competition to build Europe’s first frontier AI labs

The Next Frontier AI Challenge, announced at EurIPS in December, explicitly tells applicants not to try to catch up with OpenAI, but to leapfrog to the next architectural S-curve, with up to €1 billion in follow-on funding dangled for the three winning…

Italy’s antitrust authority closes probes into DeepSeek, Mistral, and Nova AI over AI hallucination disclosures
Italy’s antitrust authority closes probes into DeepSeek, Mistral, and Nova AI over AI hallucination disclosures

The AGCM accepted binding commitments from all three chatbot providers, establishing a concrete benchmark for what ‘adequate’ hallucination transparency must look like in practice, and a 120-day compliance window before potential fines. Italy’s competi…

Earlybird closes €360M Fund VIII, its largest ever, with a new perpetual ownership model and a deeptech-first thesis
Earlybird closes €360M Fund VIII, its largest ever, with a new perpetual ownership model and a deeptech-first thesis

The Berlin firm, founded in 1997, has raised a new fund every three to four years through every market cycle. Fund VIII is oversubscribed, manages €2.5 billion across strategies, and bets heavily on AI infrastructure, foundation models, and deeptech. E…

China threatens the EU with broad retaliation if Huawei and ZTE are banned from European networks
China threatens the EU with broad retaliation if Huawei and ZTE are banned from European networks

Beijing’s commerce ministry has formally submitted a 30-page document warning the European Commission that its draft Cybersecurity Act, which would make vendor removal mandatory for the first time, could trigger reciprocal measures against European com…

Spain’s Solaria raises €300m to power data centres with solar and battery storage
Spain’s Solaria raises €300m to power data centres with solar and battery storage

The Spanish solar developer is betting that co-locating renewable generation with battery storage adjacent to data centres is the answer to AI’s power hunger, and investors are oversubscribed at 6.7x. Europe has a data centre problem. Electricity grids…