In a strategic move to enhance Europe’s technological independence, industry leaders including Airbus and Dassault Systemes, alongside over 90 European technology firms and lobby groups, have called on the European Commission to establish a sovereign infrastructure fund. The goal is to boost public investments in critical digital technologies.
Why Europe Needs a Sovereign Infrastructure Fund
The letter, addressed to European Commission President Ursula von der Leyen, emphasizes that recent geopolitical developments — particularly U.S. trade policies — have heightened the need for Europe to safeguard its digital sovereignty.
Key Risks Identified by Tech Leaders

Security Concerns: Heavy reliance on non-European technology solutions poses security and reliability risks.
Economic Risks: Dependence on external tech providers may slow innovation and weaken Europe’s competitive edge.
Strategic Vulnerabilities: Critical sectors like AI frameworks, chips, computing, and digital infrastructure require strengthened domestic capabilities.

Proposed Solutions

Sovereign Infrastructure Fund:

This fund would focus on capital-intensive industries such as quantum technologies and semiconductors, where Europe needs substantial investment to stay competitive.

“Buy European” Procurement Policy:

While not excluding global tech providers, this policy aims to encourage investment in European tech by giving local firms fairer opportunities in public procurement processes.

Potential Impact on European Markets
A dedicated fund could accelerate the growth of European tech sectors, supporting innovation in AI, cloud computing, and semiconductor development. This aligns with broader EU objectives of reducing reliance on foreign technologies and enhancing digital security.
Tracking Market Impact with Financial Modeling Prep APIs
To monitor the financial performance of key European tech companies and emerging tech trends, traders and investors can utilize the following APIs:
? Market Performance API — For real-time stock data of European tech firms like Airbus (EPA:AIR) and Dassault Systemes (EPA:DSY).? Earnings Calendar API — To track upcoming earnings releases for companies investing in digital infrastructure.

Conclusion
The call for a sovereign infrastructure fund underscores Europe’s commitment to enhancing its technological autonomy. By investing heavily in quantum computing, chips, and AI frameworks, Europe aims to secure its position as a leader in the global tech landscape. Investors and businesses should closely monitor policy developments and market movements tied to this strategic shift.