Do UK and Europe have hardware manufacturing for those researches to work with once US imposes GPU export restrictions to them at the first whiff of competition/threat?

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EdNutting 4 hours ago | parent | next [-]

Yes.

And the US can’t realistically stop our well-funded homegrown AI Hardware startups from manufacturing with TSMC. This is part of why there’s funding from the EU to develop Sovereign AI capabilities, currently focused on designing our own hardware. We’re nothing like as far behind as you might expect in terms of tech, just in terms of scale.

Also, while US export restrictions might make things awkward for a short while, it wouldn’t stop European innovation. The chips still flow, our own hardware companies would scale faster due to demand increase, and there’s the adage about adversity being the parent of all innovation (or however it goes).

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piskov 4 hours ago | parent [-]

> And the US can’t realistically stop our well-funded homegrown AI Hardware startups from manufacturing with TSMC

See what happened to Russian Baikal production on TSMC

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EdNutting 3 hours ago | parent [-]

You mean because of the international sanctions that needed Taiwanese, British and Dutch support to be effective?

Or because of the revoked processor design licenses from the British company Arm (which is still UK headquartered… despite being NASDAQ listed and largely owned by Japanese firm SoftBank)?

Or perhaps you think the US could stop us using the 12nm fabs being built by TSMC on European soil? Or could stop us manufacturing RISC-V-based chips (Swiss-headquartered technology)?

The US is weak in digital-logic silicon fabrication and it knows it. That’s why it’s been so panicked about Intel and been trying to get TSMC to build fabs on US soil. They’re pouring tens of billions of dollars into trying to claw back ownership and control of it, but it’s not like Europe or China or others are standing still on it either.

	▲	piskov 3 hours ago \| parent [-]
		> Or perhaps you think the US could stop us using the 12nm fabs being built by TSMC on European soil? Being built as in not operating yet? 12 nm gpu is what? Nvidia 1080/2060 level? Those top researchers mentioned would love to train on that. Also how many gpus would be made annually? Also what about CPU? You gonna use risc-v? With what toolchain? Chinese could pull it off in a few years, yeah. EU? Nah. Started thinking about sovereignty too late compared to China

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sho_hn 4 hours ago | parent | prev | next [-]

The EUV and other factory equipment everyone's using is predominantly European. High-end testing tools used in R&D are largely European.

The fabs aren't, and that is no small thing. The tech stack is there though.

It's pretty tiresome that the HN audience keeps assuming Europe doesn't have "tech" because it doesn't have Facebook. Where do you think all the wealth comes from? Europe is all over everyone's R&D and supply chain.

	▲	EdNutting 4 hours ago \| parent [-]
		I sometimes wonder whether people realise which country ASML is based in, and which country their major suppliers are in (e.g. optics: Germany)

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axus 4 hours ago | parent | prev [-]

The GPUs and AIUs aren't being manufactured in the US.