
在部分欧洲国家政府重新考虑使用Palantir Technologies Inc.数据分析产品之际,该公司英国和欧洲业务负责人路易斯·莫斯利表示,欧洲国家需要承认,在一定程度上依赖美国技术是不可避免的。
European countries need to acknowledge that a degree of reliance on US technology is inevitable, said Louis Mosley, the head of Palantir Technologies Inc.’s UK and Europe operations, following moves by some governments in the region to reconsider their use of the company’s data analysis products.
莫斯利在布鲁塞尔接受彭博新闻社采访时说,至少短期内,“欧洲将不得不接受(对美国)的一定依赖”。
“Europe is going to have to accept some dependency” on the US, at least for the short term, Mosley said in an interview with Bloomberg News in Brussels.
莫斯利认为,欧洲大陆在工业需求上对中国的依赖程度甚至更高。“没有磁铁就造不了无人机。磁铁来自中国,”他说,“硬件领域存在瓶颈,而这些瓶颈被讨论的程度远不及软件领域的瓶颈。”Palantir目前估值超过4800亿美元,为美国及盟国政府提供定制软件,其产品被世界各地的民用机构、间谍机构、警察部门和军队使用。2025年,北约军事部门与Palantir达成协议,部署其Maven Smart System,该系统利用人工智能进行监视和瞄准。
Mosley argued that the continent was even more reliant on China for its industrial needs. “You can’t manufacture drones without magnets. Magnets come from China,” he said. “You have chokepoints in the hardware realm that don’t get discussed nearly as much as the choke points in the software realm.”Now valued at more than $480 billion, Palantir provides customized software to the US and allied governments, with its products used by civilian agencies, spy services and police forces and militaries around the world. In 2025, NATO’s military branch reached a deal with Palantir to deploy its Maven Smart System, which uses artificial intelligence for surveillance and targeting.
莫斯利将Maven描述为“众多欧洲防务和欧洲技术的巨大赋能者,如果不接入Maven,这些技术对欧洲的价值就会降低”,并表示可以在数据共享和整合方面与北约开展更多合作。
Mosley described Maven as “a massive enabler of lots of European defense and European technology, which, without being connected to Maven, is less valuable to Europe,“ and suggested more could be done with NATO on data sharing and integration.
然而,自总统唐纳德·特朗普去年重返执政以来,跨大西洋关系遇冷,美国科技巨头也面临阻力,Palantir与欧洲的关系随之紧张。Palantir首席执行官亚历克斯·卡普与特朗普政府建立了密切关系,并力图塑造一种强硬的亲美形象。
Yet Palantir’s ties to Europe have been strained since President Donald Trump’s return to office last year put a chill on transatlantic relations and created headwinds for US tech giants. Palantir’s CEO, Alex Karp, has cultivated a close relationship with the Trump administration and sought to project a muscular pro-America image.
这使该公司成为美国技术主导地位在欧洲领导人眼中的缩影,这些领导人如今纷纷表示希望减少对美国公司的依赖,将更多业务转向本地企业,以争取更大的技术主权。
That’s helped make the company an epitome of America’s technological dominance for European leaders, who are now voicing their desire to reduce reliance on US companies and steer more work to local firms in a bid for greater tech sovereignty.
6月,法国宣布其国内情报机构将终止与 Palantir 的合作,转而选择本土供应商;同时,Palantir 在英国医疗系统中的项目也引发了英国议会的批评。这一情况为欧洲的初创企业提供了机会,希望它们能够填补市场空白,不过 Mosley 对这些批评基本不予理会。
In June, France said its domestic intelligence agency would end its contract with Palantir in favor of a domestic provider, while the company’s work on the UK health system has drawn criticism from the British parliament. That has in turn opened the door to European startups to fill the void, although Mosley largely brushed off any concerns.
“竞争越激烈,对哪些方案有效、哪些方案无效的评估就越客观、越准确,”Mosley 说。“我们需要的竞争应该是真正基于实际数据、针对实际问题的产品之间的竞争。”此外,欧盟还提出了一系列法规,旨在减少对外国技术供应商的依赖。欧盟委员会作为欧盟的执行机构,正在推动一项“技术主权计划”,其中的《云计算与人工智能发展法案》将限制外国势力获取敏感政府数据的能力,这些数据只能由欧盟完全控制的云服务和软件提供商来处理。
“The more competition there is, the sharper the evaluation of what works and what doesn’t,” Mosley said. “What we need is competition that happens in reality between two products that are using real data on a real problem.”Compounding those challenges is a raft of proposed European Union regulations aimed at untethering the continent from foreign technology providers. The bloc’s executive arm, the European Commission, is spearheading a “tech sovereignty package” whose flagship Cloud and AI Development Act would restrict the ability to handle sensitive government data to fully EU-controlled cloud and software providers.
该法案仍在谈判中,但欧洲议员们的共识是:最敏感的信息在技术上应该无法被外国势力(包括美国)获取。
The Act is still being negotiated, but the consensus among European lawmakers is that the most delicate information should be technically impossible to access for foreign powers — including the US.
Mosley 承认,一些西欧国家最近对 Palantir 的产品表现出了不满;不过他表示,包括乌克兰在内的其他国家仍愿意继续与 Palantir 合作。
Mosley acknowledged that some larger Western European countries had recently soured on Palantir’s products. Yet he said that other countries, including Ukraine, remained committed to working with the company.
“越往东走,客户对 Palantir 产品的依赖程度越高,他们对提升自身技术能力的重视程度也越高,”他说,“如果你和乌克兰人交谈,你会发现他们在过去四五年里一直强调:‘我们需要真正有效的产品,因为如果没有这些产品,我们就完了。’至于主权问题,反而成了次要因素。”
“The further East you go, the more engaged the customers are and the more serious they are about standing up their Palantir capabilities,” he said. “If you were to talk to the Ukrainians, all the experience I’ve had there for the last four or five years is you need stuff that works, and you need it because if you don’t, you’re dead. And the questions around sovereignty are secondary.”