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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.
Europeans need to move fast if they are going to have a real impact on how Ukraine will turn out. If Canada and others want also want to join in then even better.
Whilst you can’t trust what Trump says, I find it hard to see the Ukrainians being able to offer a better deal than what Putin can (in his eyes). I imagine Putin’s ‘good’ offers would allow the US to leave the conflict quickly which Trump will see as ‘the greatest deal’ even if, in the long run, it only strengthens the Russian.
Hopefully Europe can figure out a credible strategy. They have the capacity, I’m just not certain politicians will have the balls