Chinese tech storms Web Summit: Forrester analyst urges a European 'third way' amid 83% US cloud reliance
emmanuelvivier · x · 2026-11-11
- Forrester analyst Thomas Husson, writing after Lisbon's Web Summit (70,000 attendees), argues Chinese tech is mounting an offensive on Europe and that Europe needs a "third way" to cut dependence on both the US and China.
- With weak domestic demand and US national-security barriers, Europe is China's main export market; Tencent, Xiaomi, Agibot, Moonshot AI, Manus AI, Unitree, and Pony.ai were prominently featured at this year's event.
- China leads in physical AI and humanoid robots, with competitive pricing across autonomous driving and photovoltaic inverters; Dataiku's Europe CEO notes open-source AI models are 10–100x cheaper.
- Per an Astares study for Cigref, 83% of Europe's €400B in B2B cloud and software spend is captured by US vendors.
- The combination of entrenched US dependence and the Chinese push makes a sovereign European tech strategy increasingly urgent, the author argues.
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