European tech shares tied to artificial intelligence infrastructure are surging this year, with some stocks posting triple-digit gains. Aixtron has risen 189 percent, while Technoprobe, STMicroelectronics and Nokia have also climbed sharply. The rally reflects expanding AI investment into data centres, networks and semiconductor equipment. Analysts say Europe’s lack of pure-play AI names is concentrating flows into a few proxy beneficiaries, even as regulatory and power constraints may limit broader momentum.

Data protection company Veeam on May 12 unveiled its DataAI Command Platform at its annual VeeamON 2026 event. CEO Anand Eswaran (아난드 에스와란) said there is infrastructure to deploy AI but none to verify and control it, and that the platform builds a layer combining resilience, security, governance, compliance and privacy. The company said large enterprises have 82 times more AI agents than employees, with 97 percent holding excessive privileges.