Ask HN: Could Europe build their own AI infrastructure?
I wonder how Europe is set up for the coming AI race around the world.
What would happen if Europe were to be cut off from American supply of GPUs?
As far as I know, Europe has control over one company that is involved in the supply chain to build AI hardware: ASML. They build the lithography equipment which is needed to produce the wafers which are needed to produce the processors.
Are there companies around the world who can/could build this type of lithography equipment?
If Europe loses this piece of control over the AI supply chain, would Europe then be at the mercy of the USA for AI hardware supply? How long would it take for Europe to produce their own GPUs?
What would happen if Europe were to be cut off from American supply of GPUs?
As far as I know, Europe has control over one company that is involved in the supply chain to build AI hardware: ASML. They build the lithography equipment which is needed to produce the wafers which are needed to produce the processors.
Are there companies around the world who can/could build this type of lithography equipment?
If Europe loses this piece of control over the AI supply chain, would Europe then be at the mercy of the USA for AI hardware supply? How long would it take for Europe to produce their own GPUs?