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EU targets AI, chips in fresh sovereignty drive

The European Commission (EC) took the wraps off a sweeping new package outlining measures to boost the continent’s ambitions around semiconductors, AI, cloud and open source, as part of a bid to strengthen the bloc’s digital autonomy.

EC stated measures in the four areas will help Europe “become an AI continent”, established as a leader in research, development and adoption of AI.

It hopes the package will fast track ambitions around technology sovereignty and protect European digital independence, as part of a long-standing goal to reduce reliance on the US and Asia.

Starting with chips, the EC said it wants to secure the semiconductor base for Europe’s AI ambitions through the Chips Act 2.0, which is designed to speed up permitting, deepen cooperation with “like-minded partners” and introduce a new excellence label for Europe’s semiconductor regions.

It is an update of the original Chips Act, in force since 2023, which represented Europe’s response to vulnerabilities in the semiconductor supply chain.

Secondly, a new Cloud and AI Development Act is designed to aid the buildout of new data centres, streamline conditions for deploying facilities across the European Union (EU) and introduce a single EU-wide framework to assess cloud and AI sovereignty. The wider aim is to triple the region’s data centre capacity in the next five to seven years.

Through open source, the EC wants to strengthen digital autonomy, scaling up alternatives in priority areas, invest in skills, startups and digital infrastructure while support greater use of open source in public administration.

Finally, the EC put the focus on digitalising Europe’s energy system, pledging to define a roadmap in the sector to ensure data centres are integrated, while building sovereign and secure AI models.

Technological sovereignty
Ursula von der Leyen, president of the commission, said Europe “cannot afford to depend on others for the technologies that keep our hospitals running, our energy grids stable and our services secure”.

“This is about protecting our citizens, defending our interests and making our own choices. Europe has the talent, the research excellence, the industrial base and the Single Market. Together, we must turn these strengths into technological sovereignty.”

Before the package is put into force, the proposal will be negotiated by the European Parliament and Council of the EU. The commission will also launch a consultation process with member states.

Investment will be made through existing grants until 2028, while future funding is to be confirmed in the next EU budget. The EC has previously estimated a combined public-private investment of €120 billion by 2035 to rejuvenate the continent’s chip industry.

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ChatGPT hits 1B user mark in record time

Research company Sensor Tower estimated OpenAI’s ChatGPT crossed 1 billion monthly active users (MAUs) on its app in May 2026, becoming the fastest in history to reach the number.

In its State of Mobile Report 2026, Sensor Tower found ChatGPT beat the pace set by other popular apps including Google Maps, TikTok, Instagram and YouTube in hitting the 1 billion threshold, a milestone coming three years after launch.

The number represents a win for OpenAI in the battle for AI chatbot supremacy, with ChatGPT competing with the likes of Anthropic’s Claude and X’s Grok.

In April, OpenAI revealed it hit 900 million weekly active users as of December 2025 and API usage is more than 15 billion tokens per minute. However, it has not revealed official statistics for 2026.

Claude is coming
Sensor Tower noted Claude is beginning to gain traction. As of the second quarter of 2026, Anthropic’s offering hit 56 million MAUs for its app, representing growth of 640% year-on-year. This compared to 62% growth for ChatGPT.

Sensor Tower also noted US users of ChatGPT who installed Claude in the first three months of 2026 used the former app 5% less a month after installation, compared to the average use in the prior eight months.

“Claude’s growth could be driven by significant model advancements in the past year, or rising consumer sentiment after the announcement of OpenAI’s partnership with the Department of War in Q1 2026,” Sensor Tower stated.

Anthropic filed for a US initial public offering this week, with OpenAI expected to follow imminently.

Sensor Tower found Elon Musk’s Grok had 50 million app MAUs.

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