Atlantic Drift
Analysis of the growing divergence between US and EU technology policies, trade relations, and regulatory approaches.
The EU's response to US tech coercion spans five instruments — regulation is the weakest. CAIDA's structural contradiction and the interim dependency window
A deployability audit of Europe's five response levers to US tech coercion. Regulation and procurement will scale; physical capacity, talent, and the ACI will
South Korea's DRAM and NAND fabs face a structural capacity squeeze by 2027.
The EU, UK, and US are accelerating strategic partnerships with Greenland to secure critical mineral supply chains essential for energy transition technologies.
Trump's administration is weaponizing tariffs against allies (100% on Canada) while demanding digital concessions from the EU.
The White House has unveiled several AI initiatives including FDA AI deployment, a National Policy Framework, and the Genesis Mission.
The Long View from the Edge.
30% tariffs. €35M fines. The Atlantic just got wider.