- cross-posted to:
- localllama@sh.itjust.works
- cross-posted to:
- localllama@sh.itjust.works
further details:
Meanwhile, the French financing will include commitments from the United Arab Emirates, American and Canadian investments funds and French companies like telecommunications firms Iliad and Orange, and aerospace and defense group Thales
A few days before France’s AI Action Summit, which kicked off on Monday, the UAE said it would invest between 30 billion euros and 50 billion euros in the construction of a one-gigawatt AI data center in France as part of a campus focused on the technology’s development.
https://www.cnbc.com/2025/02/10/frances-answer-to-stargate-macron-announces-ai-investment.html
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