The _current_ big EU supercomputer initiative does use ARM designs (https://www.theregister.com/2024/05/14/sipearl_rhea1_specs/ ), but you wouldn’t necessarily want to be totally dependent on them if you can help it.
ARM just announced they are manufacturing their own chips for the first time further threatening their customers (despite testifying the exact opposite in court a couple months ago).
Since SoftBank took over, their company has shifted and proved that when a standard is controlled by one company, there will eventually be issues.
Switching to RISC means those issues won’t ever happen again.
RISC-V being based out of Switzerland, the ISA being under a permissive Creative Commons license, and most software tools being FOSS is definitely why it's being adopted here. It's completely isolated from all geopolitics.
Arm even tried to cancel Qualcomm’s licensing agreement back in the fall. Using RISC V entirely circumvents not only royalty payments, but legal battles like that (frivolous or not).
The US (certainly the current US) can do that, but (https://en.wikipedia.org/wiki/Arm_Holdings):
“Arm Holdings plc (formerly an acronym for Advanced RISC Machines and originally Acorn RISC Machine) is a Japanese-owned British semiconductor and software design company based in Cambridge, England”
If Europe is making a serious investment then it has more than enough power to say "you'll get the contract if you divest of X,Y,Z"
Or perhaps because ARM is miles ahead of risc-v today.
The USA pressures Japan to stop selling licences to European Fabs? Why, what would push them to such extremes?
Fabs can still produce those current designs (they just don't have licences). Now Europe can buy SoftBank out, or Britain can just walk into ARM Cambridge and say it's been sequested for the war effort.
Of course it would only ever come to this if softbank refused to sell and there was some national security angle.
If ARM want to close their office here, then the state can hire all their engineers and offer immunity/void on any NDA they've signed with ARM, if anything that's actually the most desirable outcome.
Again we're talking about things that simply aren't going to happen, and if they do there are much much bigger problems.
The world is abandoning rent seekers.
Right now, you are far more likely to use RISC-V and not know it than to knowingly interact with RISC-V directly. For example, since about 2015, Nvidia has used RISC-V as an onboard controller for their GPUs.
If you manufacture items at scale, getting away from ARM licensing costs per unit makes financial sense. Especially if you already have in-house expertise who can design chips tuned to your specific requirements.
ARM will get you power faster.
But in the long run, RISC-V will be the most powerful.
Even more, some considerations could have more weight then architecture for particular case.
Examples are good compiler/libs/frameworks, some specific software, good support, experience on similar contracts, big number of professionals with military clearance.
That's why some long time IBM won most govt contracts on supercomputers.
But once IBM decided, govt is not interest enough client and after that moment, most contracts won by Intel.
Examples was video chips, io chips, MMU, numerical coprocessor.
At that time (8086) Intel produced even RAM and ROM chips, so govt could buy all from one contractor, and this is also good in some cases.