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Your guide to what the American elections 2024 mean to Washington and the world

Be careful with you. Donald Trump’s Silicon Valley’s flirting with its fruits. In his first week, the American president canceled Biden’s executive on the integrity of artificial intelligence and said he wanted American companies to dominate the world in artificial intelligence. He brought his support renewed confidence, prompting American technology companies to Their pressure is intensified For organizational residence in Brussels.

Even the fact that American technology companies enjoy finding their usual role because the punching bags in Trump on social media are a turning point for the best – although this does not mean that his anger will not swing again with an inevitable turn in the head of the presidency.

But the risk of reverse reaction rises. Looking at both symbols and tools at the time of escalating geopolitical tensions is already an effect.

One of the clear signs of this is the way in which technology companies appear to be attracted to harmful battles by verifying because the new administration notes commercial definitions as a multi -purpose weapon.

Looking at his proximity to the president, the companies owned by Elon Musk are the first in the fire line. Financial times I mentioned This week, Tesla seemed to be prevented from testing car drivers without a driver on the streets of China with trade tensions. There was also the movement of the wider work. China Firing Conducting a new investigation to combat monopoly in the alphabet and is looking to increase the audit of American chip companies.

The biggest risks, though, lie forward. In the years of globalization led by the United States, a lot of the world has opened for prosperous American technology companies. With the international order that passes with a major change, this appears to be something of the past – even if, in the short term, gives the US -raw effort to companies to companies.

This combination of short -term and long -term feature does not seem more clear than Europe.

Even without pressure from the United States, Brussels has already shown signs of rethinking its role as an organizer. The risks of taking an approach led by technology regulations were highlighted by Mario Drajhi, the former European Central Bank, whose report on the European Union’s backward competitiveness remains last year. Writing at FT last week, Draji He said The use of the organization to reduce technology risks, while the goal worth praising, has not done much to increase the broader luxury of European citizens.

In one of the shift indicators, Brussels canceled a plan to make technology companies responsible for the errors of artificial intelligence-a convict in Silicon Valley, but also threatened to restore startups in Europe.

European Union organizations were also considering how to apply the new digital market law strongly against American technology giants. It is too early to determine what this will lead to, but after years of being at the tip of the billions of fines, Silicon Valley felt a change.

However, the via Atlantic shock waves spread to Europe during the first weeks of Trump in his post may produce a violent political reaction. For their critics in Europe, technology companies that are closely compatible with the new American administration have confirmed only long doubts-that companies are nothing more than digital colonists, and more interested in their strength and wealth more than the welfare of the continent’s residents.

Fears about relying on us Renewed interest In the idea of ​​”Eurostack” – a full set of controlled technology infrastructure in Europe, from chips to software applications.

The effect of ideas like this is likely to be very limited in the short term. There are no simply alternatives to some strategic American technologies, such as artificial intelligence chips, the huge scale of cloud infrastructure companies and domination of many irreplaceable software areas.

The question is whether the growing tensions with the United States – along with the broader use of Amnesty International, and creating the largest new opportunity in technology for years – will be sufficient to motivate policymakers in Europe and businessmen in the field of technology.

Previously attempts to build European versions of the United States-owned infrastructure-such as the QUARO search engine and the Gaia-X system for federal cloud data centers-have not reached much. The leading Deepseek movements also showed artificial intelligence, although artificial intelligence can be wide open.

For Silicon Valley, the recognition of the president who causes the world’s association with the United States has clear risks. But given their need to agree, they may not have a choice.

richard.waters@ft.com