Europe's AI advantage is its industrial data, if it keeps control of it

Speaking in Berlin, Nvidia's Jensen Huang urged European companies to put AI to work across cars, manufacturing, healthcare and finance, arguing that their data and expertise are the basis for "industrial AI". He is right about the asset. The question for a European manufacturer is who ends up controlling it.

Industrial data is valuable precisely because it is specific: tolerances, failure logs, maintenance histories, supplier records. A company that sends that data to whichever assistant is cheapest this quarter may find it has improved someone else's product. Before putting AI on the factory floor, a board should know where the data is stored, which law governs the contract, and whether its people's prompts can be used for training.

Those are the questions behind the legal comparison we publish on this site, and they matter more to an industrial buyer than any benchmark. Europe's best AI strategy may be less about matching the United States in raw compute and more about insisting on terms that keep the value of its data at home.

For our part, ELP GPT does not send, change or delete anything in a customer's systems without a person approving it. That rule should be the minimum for any assistant connected to a production line.

— Edgar Melo Costa, founder

Founder’s notes are opinion. They are not investment, legal or professional advice.