The head of one of France’s largest industrial and telecoms groups has warned that Europe risks surrendering strategic control of critical technologies if it continues to rely heavily on American infrastructure providers such as Elon Musk’s Starlink and dominant U.S. artificial-intelligence companies.
Speaking to CNBC on Thursday, Bouygues CEO Olivier Roussat said Europe is underestimating the geopolitical and economic risks tied to dependence on foreign-controlled AI systems and satellite networks, at a time when technological sovereignty is becoming increasingly central to national security, communications resilience, and industrial competitiveness.
“There [are] two things for the future where we need [Europe to] realize how big it is. This is AI, and this is satellite,” Roussat said during an interview on CNBC’s “Squawk Box Europe.”
“Europe doesn’t realize exactly how dangerous it is to just rely on the American infrastructure,” he added.
The comments come as Europe intensifies efforts to reduce dependence on U.S. and Chinese technology ecosystems. Policymakers across the European Union have increasingly pushed for “strategic autonomy” in sectors ranging from semiconductors and cloud computing to AI and space infrastructure.
Roussat’s remarks also underscore growing unease within Europe’s telecom and industrial sectors over the concentration of critical digital infrastructure in the hands of a small number of American firms. The issue has gained urgency following the rapid global expansion of SpaceX’s Starlink satellite network, which has become the dominant low-earth-orbit satellite internet provider worldwide.
Starlink, operated by Musk’s SpaceX, now runs a constellation of roughly 10,000 satellites and has emerged as a crucial communications provider in disaster zones, military conflicts, and remote regions. Its growing influence has also raised concerns among European executives and officials about the continent’s exposure to decisions made by a private foreign company.
Roussat argued that Europe needs to develop sovereign alternatives rather than becoming structurally dependent on external providers for connectivity and emerging AI systems.
“It’s not sure that we absolutely need to get a Starlink or something like this,” he said. “We need something to get some sovereignty.”
His warning touches on a broader debate unfolding across Europe over digital independence. European governments have become increasingly concerned that the region lacks globally dominant technology champions in critical sectors such as cloud infrastructure, frontier AI, semiconductors, and satellite communications.
The concern has sharpened as American technology giants pour hundreds of billions of dollars into AI infrastructure. Companies such as Microsoft, Amazon, Google, and Nvidia now control much of the computing capacity underpinning advanced AI development globally.
European officials have warned that the continent risks becoming primarily a consumer rather than a producer of advanced digital technologies. France, Germany, and the European Commission have, in recent years, backed initiatives aimed at creating homegrown cloud infrastructure, semiconductor manufacturing, and AI systems.
The satellite sector has become another battleground. Europe already operates major space programs through organizations such as the European Space Agency and satellite operator Eutelsat, but Starlink’s scale and speed of deployment have transformed competitive dynamics in the industry.
The geopolitical implications have become increasingly apparent following conflicts in Eastern Europe and the Middle East, where satellite connectivity has played a critical role in communications, military coordination, and infrastructure resilience. Analysts say this has prompted European governments to reassess whether key communications infrastructure should remain heavily dependent on foreign private-sector operators.
Roussat expresses this concern as Bouygues pushes ahead with one of the most ambitious telecom consolidation efforts in Europe in recent years. In April, Bouygues joined rivals Free-Iliad and Orange in a bid to acquire a controlling share of French telecom operator SFR in a deal valued at about 20.35 billion euros ($23.6 billion). Under the proposal, Bouygues Telecom would hold a 42% stake in SFR.
If approved, the transaction would reshape France’s telecoms market by reducing the number of mobile network operators from four to three. The French telecom sector has faced years of aggressive price competition that has squeezed margins and limited investment capacity.
Executives across Europe’s telecom industry have long argued that fragmentation has weakened the sector’s ability to compete with larger American and Asian rivals. European telecom operators have pushed regulators to permit greater consolidation, arguing that a larger scale is needed to fund next-generation infrastructure investments, including 5G, fiber networks, AI systems, and future satellite capabilities.
The proposed SFR transaction will face close scrutiny from European antitrust regulators, who have historically taken a cautious stance toward telecom mergers over concerns that reduced competition could raise consumer prices.
Roussat said the outcome would test whether European regulators are prepared to support the creation of stronger regional telecom players capable of competing globally.
“The game for them [the European Commission] is to set up conditions where we will have a fair competition between us, and I think it’s possible,” he said.
Like this:
Like Loading...