this post was submitted on 10 Feb 2025
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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.
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