Search arXiv⌕ Search
Home/Archive/arXiv

arXiv · 2512.19569

Owning the Intelligence: Global AI Patents Landscape and Europe's Quest for Technological Sovereignty

Lapo Santarlasci·Armando Rungi·Loredana Fattorini·Nestor Maslej
View original source ↗Read source document ↗Export metadata ↓

Abstract

Artificial intelligence has become a key arena of global technological competition and a central concern for Europe's quest for technological sovereignty. This paper analyzes global AI patenting from 2010 to 2023 to assess Europe's position in an increasingly bipolar innovation landscape dominated by the United States and China. Using linked patent, firm, ownership, and citation data, we examine the geography, specialization, and international diffusion of AI innovation. We find a highly concentrated patent landscape: China leads in patent volumes, while the United States dominates in citation impact and technological influence. Europe accounts for a limited share of AI patents but exhibits signals of relatively high patent quality. Technological proximity reveals global convergence toward U.S. innovation trajectories, with Europe remaining fragmented rather than forming an autonomous pole. Gravity-model estimates show that cross-border AI knowledge flows are driven primarily by technological capability and specialization, while geographic and institutional factors play a secondary role. EU membership does not significantly enhance intra-European knowledge diffusion, suggesting that technological capacity, rather than political integration, underpins participation in global AI innovation networks.

Explore related subjects

econ.GNcs.AIq-fin.EC

Keep this discovery

Explore connections, maps & timelines

BibTeXRIS

Lapo Santarlasci, Armando Rungi, Loredana Fattorini, Nestor Maslej. 2025-12-22. Owning the Intelligence: Global AI Patents Landscape and Europe's Quest for Technological Sovereignty. https://arxiv.org/abs/2512.19569

Cite the original work for its findings. Save a collection to share your selection of sources.

KEEP EXPLORING

Related papers

arXiv2026

Local Media and the Shaping of Social Norms: Evidence from the Ebola outbreak

Media's influence on norms and behavior is widely recognized. Less is known about the role played by media being local. I examine this in a high-stakes context, the Ebola outbreak in Guinea. I exploit quasi-random variation in access to radio and the timing of a public-health campaign aired on community radio. I find that 12-17% of Ebola cases could have been prevented if places with access to a neighboring community radio station had instead had their own. Impacts are driven by radio being local rather than by ethno-linguistic belonging. Local media facilitates coordination in behaviors observed and sanctioned locally.

econ.GN↗
arXiv2026

Productivity Shocks and Input Misallocation: A Decomposition

This paper asks how much input misallocation productivity uncertainty generates and at which stage of input decisions it arises. I separate revenue productivity by when each component is revealed and trace each into the gap between an input's marginal revenue product and its price. In six European countries, shocks revealed after an input is committed account for 20 percent of capital gap dispersion and 5 percent of labor gap dispersion. An unanticipated one percent rise in productivity raises the capital gap by 0.92 percent and the labor gap by 0.19 percent, because most of the shock passes into the wage.

econ.GN↗
arXiv2026

When Do Type-Specific Wages Buffer Distributional Incidence in TANK?

When do relative wages buffer the unequal incidence of aggregate shocks? I derive a consumption-gap decomposition and a present-value condition for partial offset in a TANK model. An extension separates wage-setting demand elasticity from substitution between labor segments and allows each segment to contain both financial types. With a zero inherited wage gap and a same-sign discounted wedge, substitution above one gives offsetting earnings reallocation; substitution below one gives amplification. The channel disappears when financial types have identical segment exposure. Numerical experiments assess these mechanisms, shock persistence, policy feedback, and aggregate-IRF matching. In the nested perfect-alignment monetary benchmark, the peak consumption gap is about two-fifths smaller under type-specific wages than under the common-wage closure. These are conditional model comparisons, not empirical effect estimates or welfare rankings.

econ.GN↗