Belgian startup Aikido has just launched a specialized AI model for cybersecurity. This isn’t just a new product—it’s a clear signal that sovereign AI is accelerating across Europe. Businesses are prioritizing security and seeking to reduce dependence on U.S. infrastructure. Cybersecurity combined with AI is a highly promising field, especially now that the EU AI Act is in force. But can local models achieve sufficient cost-efficiency and performance to compete fairly with Silicon Valley? If the trend toward autonomy spreads, global AI investment could become significantly fragmented. Is this a genuine investment opportunity—or an overreaction? What do you think?