Aegis Insights

The EU’s Tech Sovereignty Package seeks to reduce reliance on American technology, but by restricting access to the firms driving innovation in cloud computing, semiconductors, and AI infrastructure, it risks weakening Europe’s competitiveness and strengthening China’s position in the global tech race.

The EU is increasingly imposing digital fines based on firms’ global turnover rather than local revenue—a structure that disproportionately targets large U.S. technology companies. As other countries adopt similar regulatory models, Washington must push back before the European playbook becomes the global standard.

The EU’s repair policy framework, alongside similar measures in other jurisdictions, is creating a fragmented and increasingly complex compliance landscape that disproportionately burdens American tech firms. U.S. policymakers should push for international standards that reflect diverse business models rather than defaulting to the EU’s hardware-centric approach.

While the U.S. invests heavily in AI competitiveness at home, discriminatory foreign regulations are systematically weakening American tech firms abroad, diverting resources from innovation to compliance and ceding ground to China's state-backed AI sector.

Fifty-four members of Congress told Korea’s ambassador earlier this week: Stop targeting American tech companies—or risk the U.S.-Korea alliance itself.

The Trump administration has launched sweeping Section 301 investigations into foreign manufacturing overcapacity, but discriminatory digital regulations pose an equally serious threat to U.S. commerce and warrant the same enforcement response.

A government backed push to replace U.S. payment networks in Europe is less about consumer benefit and more about reducing reliance on American firms, risking economic harm to the U.S. and opening the door for Chinese competitors in a fragmented market.

By any objective assessment, Canada's Online Streaming Act, which requires foreign streaming services to fork over 5 percent of their Canadian revenues, qualifies as a non-tariff attack.

Korea is unlocking high-quality data for AI but undermining that goal with a domestic server requirement that cuts developers off from global infrastructure. Targeted safeguards would do the job without the competitive cost.

Together, the transatlantic alliance can shape the rules of the digital age. Divided, neither side stands a chance.