European tech · Critical tech

US companies lead 14 of 21 critical technologies; European companies lead 3

Application

DJI

Drones

ChatGPT, Claude, Perplexity, Gemini, Copilot

LLM chat

Google

Search

Meta

Social

Meta, Google

Online ads

Chrome, Safari

Web browsers

YouTube, Netflix

Video streaming

Foundational

Visa, Mastercard

Card networks

Windows, macOS

Computer OS

Android, Apple iOS

Mobile OS

Linux

Server OS

OpenAI, Microsoft, AWS, Google, Anthropic

Foundational AI

AWS, Google, Microsoft

Cloud hosting

SpaceX

Orbital launch

Compute & energy

Intel, NVIDIA, AMD, Broadcom

Chip design

NVIDIA

AI chips

TSMC

Chip making

ARM

Mobile chips

ASML

EUV lithography

CATL, BYD

EV batteries

LONGi, Jinko, Trina and others

Solar panels

Up for grabs

Xaira
Isomorphic Labs

AI for science

PsiQuantum
Multiverse Computing

Quantum

Figure
Neura Robotics

Humanoids

Commonwealth Fusion
Proxima Fusion

Fusion

United StatesChina & TaiwanEurope

Source: Dealroom.co (/savings-pensions/#tech-dependence), October 2026: Dealroom estimates. Added: AI chips, NVIDIA ~85% of AI accelerator revenue (Silicon Analysts, 80–90%); EV batteries, CATL + BYD 55.6% of 2025 installations (SNE Research); solar panels, China ~80% of manufacturing (IEA). Up for grabs: Europe’s share of the world’s VC, rounds 2020 to 9 November 2026, founding or HQ in Europe, Dealroom.