Insights

Insights on technology, industry and policy

Occasional long-form analysis on where technology decisions turn into industrial and political ones.

23 August 20268 min read
First KUKA, now EBM-Papst: Europe is selling the technology meant to cool its AI era
The world market leader for fans is going into American hands for 5.1 billion euros. It sounds like a footnote from mechanical engineering — and is in fact an industrial policy decision about Europe’s data centre build-out.