this post was submitted on 10 Feb 2025
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And on what EU hardware it will run?
In the AI FACTORIES!
https://digital-strategy.ec.europa.eu/en/policies/ai-factories
...In terms of actual chips probably nvidia...
Yep, and that's a biggly problem. If EU AI becomes a threat (or perceived threat) to US economic and other interests (and especially when orange is in charge), they would slap tariffs at those at least. If not forbid export.
100% agreed, it's funny because Europe has ARM and ASML, Taiwan is cool with the west and can produce chips, you even technically have a GlobalFoundries fabrication plants in Dresden so you can design and produce the chips, design the underlying instruction set but for some reason Europe just can't put the whole thing together into a competitive product
I'd certainly hope for RISC-V. Perhaps now that we have a little bit more of an incentive, we will make some progress.
The EU just doesn't have any companies that can put together something that can compete. CPUs and GPUs have been around for a while and the technical knowledge and patents these companies have gathered is basically insurmountable.
Graphcore is a startup in the UK that has been trying to get into the ai processor market for a few years but even though they got a load of money their chips have not been competitive (if they were able to get any out the door).
Arm could feasibly do it (given they already make the CPU/GPU designs) but their business model is selling the base designs to other companies. If they started to make their own chips then those that buy from ARM (Qualcomm, mediatech...) might look to developing their own risk-V chips
Imo, I think the EU should try and make a company similar in style to what happened with Airbus. Combine a bunch of companies together across the union, give them money and contracts and let them cook. Seems to me the only way to enter this kind of market.
An Airbus style company would be awesome, I'm absolutely certain after Trumps latest round of insanity there's a lot of countries that would like some supply chain diversity with EU chips to ensure China or USA can't rattle them too hard
Because the chips in question for AI are made in Taiwan and nowhere else. The fabs you see on US or EU soils are few generation behind. It will takes decades to be back (if possible) at the same level than Taiwan. And it cost a lot of investment. Ask Intel, they started that many years ago and still constructing the Fab as we speak. And it’s not even the latest generation Fab.
Yes it would take a lot of effort, the EU certainly has the money but seems content at the moment to throw it at America
Looks like Arizona already producing 4nm so not too far:
https://www.tomshardware.com/tech-industry/semiconductors/tsmcs-arizona-fab-21-is-already-making-4nm-chips-yield-and-quality-reportedly-on-par-with-taiwan-fabs
But outside of TSMC it looks like just Samsung competing in the space, as you said Intel miles behind and AMD sold off all it's fabs
Not sure how it is going, but Chinese are also pouring a ton of money into bleeding edge class processes by using an alternative technology than ASML (for obvious reasons). Will try to find the link somebody posted.