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

Fuente: arXiv
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Main Authors: Santarlasci, Lapo, Rungi, Armando, Fattorini, Loredana, Maslej, Nestor
Format: Preprint
Published: 2025
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author Santarlasci, Lapo
Rungi, Armando
Fattorini, Loredana
Maslej, Nestor
author_facet Santarlasci, Lapo
Rungi, Armando
Fattorini, Loredana
Maslej, Nestor
contents 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.
format Preprint
id arxiv_https___arxiv_org_abs_2512_19569
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Owning the Intelligence: Global AI Patents Landscape and Europe's Quest for Technological Sovereignty
Santarlasci, Lapo
Rungi, Armando
Fattorini, Loredana
Maslej, Nestor
General Economics
Economics
Artificial Intelligence
K.5.1; K.6.0; I.2.0
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.
title Owning the Intelligence: Global AI Patents Landscape and Europe's Quest for Technological Sovereignty
topic General Economics
Economics
Artificial Intelligence
K.5.1; K.6.0; I.2.0
url https://arxiv.org/abs/2512.19569