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piskovtoday at 1:58 AM3 repliesview on HN

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?


Replies

EdNuttingtoday at 2:04 AM

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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axustoday at 2:19 AM

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

sho_hntoday at 2:15 AM

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.

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