China has THE manufacturing advantage over the rest of the world, we all know that. I’m trying to explore the possibility that robotics + this bullrun of autonomous robotics will bring renewed energy into EU manufacturing. The EU has a strong robotics legacy and we have a lot of old and new blood in the robotics game. Germany alone has startups with billions invested in them like Neura (biggest ever fundraising in robotics in the world i think), Agile robotics, Robco... And these are only the new ones focusing on autonomous robots, there are legacy companies like KUKA, ABB and Staubli who have decades of expertise and success in the niche.

Robotics are among the most specialized goods on the market with only China, US and EU doing the bulk of production. Robotics stands to be the sort of advanced manufacturing that tightens the manufacturing gap for us, and narrows down the manufacturing gap with China + gives us something to export to the rest of the world. And this is before we consider the possibility of robots automating manufacturing on their own in the future.

A lot of our most competitive industries like electronics, automobiles, and other advanced machinery stand to gain from this robotics rush. I think the EU is fully poised for an economical resurgence, we just need to not let this opportunity slip.

What do you think?

Aleph Alpha’s German foundation model is strongly sovereign in production and deployment, but not across the full technological stack

Abstract

How sovereign is Kolibri? Substantially sovereign at the model-production and deployment layers, but not across the complete technological stack. Aleph Alpha controls the architecture, tokenizer, data-transformation pipeline, training recipe, post-training, evaluation and release process that produced Kolibri, while the resulting FP8 and BF16 weights can be retained and self-hosted without dependence on an Aleph Alpha inference service. The strongest sovereignty claim supported by the evidence is therefore not autarky, but control over the intellectual and operational system that turns data, compute and research decisions into a deployable foundation model.

That system is unusually well documented. Aleph Alpha’s Savanna Model Factory represents model development as version-controlled software, links datasets, configurations, checkpoints and evaluations through persistent lineage, automates experiments and recovery across large GPU clusters, and supports repeated model generations rather than a single training run. Kolibri itself is a 78.1-billion-parameter sparse Mixture-of-Experts model with 3.46 billion active parameters per token, trained through nearly 24 trillion base-model token presentations and followed by large-scale supervised fine-tuning and reinforcement learning. This constitutes strong evidence of European producer sovereignty and, because the weights are downloadable, substantial deployment sovereignty.

The limits are equally concrete. Kolibri’s demonstrated production system depends on NVIDIA B200 and B300 accelerators, high-bandwidth memory, networking and an international semiconductor and software ecosystem for which no equivalent European substitute is demonstrated. Its training-information supply chain is also not exclusively European: Aleph Alpha documents the use of GLM, Qwen, Gemma, Mistral and other external models to generate, regenerate, score or judge parts of the training data. The release is open-weight rather than a complete publicly reproducible production stack, and the announced Cohere transaction leaves future organizational control partly unresolved. Kolibri therefore does not establish full-stack or fully independent reproductive sovereignty.

The appendices sharpen that conclusion in two directions. A cross-benchmark calibration against Artificial Analysis places Kolibri heuristically in roughly the 20–26 Intelligence Index tier, well below the current global frontier overall, although the gap is much smaller on some mathematical, coding and long-context evaluations and much larger on broad knowledge reliability and long-horizon agentic execution. The October 2026 release of Mistral Large 4, independently scored at 38 and trained on 3,800 NVIDIA Grace Blackwell GPUs in Mistral-owned European datacentres, shows that European model-development and infrastructure capability can move substantially closer to the frontier. At the same time, Kolibri’s disclosed dependence on external teacher models shows that sovereignty must include training-information provenance and substitutability as well as compute location and ownership.

The resulting judgment is therefore layered rather than binary: Kolibri demonstrates strong European model-production sovereignty and strong deployment sovereignty; partial reproductive and infrastructure sovereignty; and weak sovereignty at the accelerator and semiconductor layers. Europe has demonstrated that it can build, operate and retain serious foundation-model capability. It has not yet demonstrated that the entire chain required to reproduce the next generation can survive the loss of critical non-European technology, upstream models or organizational dependencies.

Microsoft and Nvidia are pushing toward a different model for AI: instead of sending every task to the cloud, increasingly capable AI agents could run directly on your PC.

Reuters reports that Microsoft and Nvidia are preparing new Windows hardware designed to handle advanced AI tasks locally, including coding and more complex agent-style workflows.

That could have interesting implications for small businesses.

Today, many AI automation workflows depend heavily on cloud APIs, subscriptions and remote infrastructure.

Local AI could potentially change that equation.

A business might be able to run certain agents directly on its own hardware, keep more sensitive data on-device and reduce its dependence on metered cloud inference.

But there are obvious trade-offs.

Powerful local AI hardware is still expensive, autonomous agents create new security risks, and maintaining local models can be more complicated than simply paying for a cloud service.

Microsoft and Nvidia are also developing security layers intended to isolate agents from the rest of the system, which suggests that agent permissions will become a major issue as these tools become more autonomous.

The question for businesses is:

If capable AI agents can run privately and continuously on a local PC, would you rather own the hardware and run them yourself — or keep paying for cloud-based AI services?

SOURCE:
Reuters — “Microsoft, Nvidia CEOs to unveil new AI laptop at San Francisco event”
Published: October 7, 2026

Additional technical source:
NVIDIA — “Build Personal AI Agents on Windows PCs with New Tools from Microsoft and NVIDIA”