December 27, 2025, 2:30 AM EST. Europe stands at a fork in the road between pursuing a meaningful AI lead and maintaining its world-leading climate goals. Fund managers warn that stringent sustainability mandates may slow data-center projects, as green-energy rules add red tape. While the U.S. powers builds with fossil fuels, Europe requires disclosures on energy and water efficiency, sowing regulatory friction. Critics argue the bloc's green agenda can deter entrepreneurship and push European tech names abroad in search of friendlier policies. As demand for power grows, coal closures may be postponed and renewables face intermittency challenges, complicating reliability for tech infrastructure. The debate features voices like Dan Ives of Wedbush and Paul Jackson of Invesco, underscoring a tension between policy and competitiveness.
