Europe and the Geopolitics of AGI: The Need for a Preparedness Plan
For European policymakers, it highlights the urgent need for a coordinated preparedness plan to address AGI's potential disruption of global power dynamics.
The paper assesses AGI emergence timelines (2030-2040 or earlier), its geopolitical implications, and Europe's unpreparedness, identifying critical gaps in strategic awareness, compute infrastructure, talent retention, and policy coordination.
Artificial general intelligence (AGI)--defined here as AI systems that match or exceed humans at most economically useful cognitive work--has moved from speculation to the centre of political and strategic debate. This paper examines three questions: how soon AGI might emerge, how it could reshape geopolitics, and whether Europe is adequately prepared. Drawing on empirical trends in AI capabilities, expert forecasting surveys, and policy analysis, we find that a plausible window for AGI emergence falls between 2030 and 2040, or potentially earlier, though substantial uncertainty remains. Our analysis of the geopolitical implications suggests that AGI could fundamentally alter the global distribution of economic and military power, intensify interstate competition, and strain existing governance frameworks. Assessing Europe's current positioning, we identify critical gaps: limited strategic awareness of frontier AI progress, structural weaknesses in compute infrastructure and talent retention, low rates of industrial AI adoption, and fragmented policy responses at both EU and Member State levels that do not match the potential scale of disruption.These findings point to a need for a coordinated European preparedness agenda. We outline policy options centred on building institutional capacity for AGI situational awareness, strengthening Europe's position in the AI value chain, and developing frameworks for international stability in an era of increasingly capable AI systems.