The laggard's option: Europe pays the AI bill without owning the producers – its delay is an option, not an advantage

Korean chip stocks tumble and Huawei closes in on Nvidia – yet US chipmakers' earnings are set to more than double. Something does not add up. If AI is not a bubble, who is paying for the boom? And can Europe, the continent that missed the first wave, turn its delay into an advantage before the window closes?

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