Bloomberg Surveillance · Monday, July 20, 2026
Europe is being presented as a potential 'anti-AI' trade opportunity, with a focus on companies building their own infrastructure and energy independence. This includes investments in European AI companies and a push for vertical integration, potentially spurred by geopolitical shifts.
“You know, right now, I think you want to be a bit in Europe. I think you want to be in the companies that well. I know it's kind of scary to say it's the anti AI trade, it's hysterical, okry on well actually, and it's also their design to build out their own things, right.”
“And I think Trump came kick the hornets nests and said everyone's got to do more of their own thing and buy us. I think companies countries are starting toak, Yeah, we should do more of our own things and become vertically integrated. We're not going to buy as much US, so I think that creates opportunities, particularly in Europe.”