petcat

You want to see what's really bad, a train wreck in slow motion, just look at what France is doing.

They've been subject to EU Excessive Deficit Procedures for multiple years, must bring deficit-to-GDP ratio from ~5.8% down to 3% within 3 years despite virtually no GDP growth and complete political and societal paralysis about reducing any public benefit or welfare whatsoever.

ECB will most likely get involved after 2029 to start austerity measures. You can predict how that will go over with the French public especially if Le Pen takes the presidency, which looks likely.

Very tough times ahead and the EU is facing a critical point about its future.

The problem is that EU has no money. France is virtually broke. Germany and eastern/central Europe is hemorrhaging its most valuable industries to cheaper Chinese competition. The whole bloc is carving out $100 billion military aid packages for Ukraine basically every year with no end in sight. And now EU is getting into a trade war with China despite having little leverage. Energy costs were bad even before the Ukraine war and Iran, and now they're at the boiling point.

It's why the USA and Chinese vultures are swarming. It's a bad situation.

> just because Chinese firms make open weight models available now, this could easily change very quickly in the future for a variety of reasons

China is not providing "open weight" models just because they think it's good for humanity. It is a competitive strategy to stay relevant at the forefront of the industry. The reality is that China is severely compute-constrained mostly due to Nvidia chip and ASML embargo. Nearly all available compute capacity has to go toward training, leaving very little for inference. It is why they release their models openly allowing third parties in EU and USA to host inference for them.

This will change when China reaches a critical scale of domestic AI chip production, which is inevitable.

"Data center" is really just a proxy for industrial compute capacity and it's a resource like any other. It's a factory.

If the EU does not build their own factories, then they will be reliant on factories built elsewhere.

EU is in such a weird position. They are realizing that software, robotics, and generally automation through AI is the industrial future, but they seem to be paralyzed to actually start the build-up that will feed that frontier industry and economy.

I've never seen Wero before. Is it similar to Zelle in the US?

Edit: it looks like Wero requires Google/Apple device attestation [1]. So this is basically a non-starter in terms of "sovereignty" from the US government. Anybody on the wrong side of US sanctions still can't use this since they get their iOS/Google Android devices shut off too.

[1] https://support.wero-wallet.eu/hc/en-us/articles/25599098295...

Yes the EUV/DUV light source itself is researched, developed, and manufactured in California.

ASML was permitted to acquire Cymer in 2013 during the Obama administration under a strict technology sharing and export control agreement with the US government.

The R&D, technology, manufacturing, and all other operations had to remain in the US.

https://www.asml.com/en/company/about-asml/cymer

The US government already exerts extensive control over ASML's business. The Netherlands can't leverage it in any kind of strategic way because a large part of the technology itself is American and it's very hard to untangle. It's the true definition of a "multi national" company.

I don't think less of a CEO just because they have an EA that takes care of stuff like phone numbers and mailing addresses for them and their business.

> Neither did the fact that he allegedly doesn't know his own zip code or phone number.

I only know my own ZIP code and phone number because I have to take care of my daily life myself and those are things that are important to know.

The founder and CEO of Nvidia has no concern whatsoever about those trivial things.

The smart contract itself may have been the one that contained the mistake. We've seen this happen before and they just had to fork the chain.

It's all nonsense. In the real world people make mistakes and a court should be allowed to override and figure out the right thing to do.

There are no competitors because USA doesn't need a competitor since it already owns most of the technology and is merely licensing it to ASML for production. The EUV light source itself is entirely researched, developed, and produced in California, for instance.

> none of the TSMC fabs in the US are cutting edge. They're all at least a generation behind.

TSMC Arizona is a "gigafab" built in phases. The 4nm fab is already built and in volume production of chips for Apple and Nvidia. The 3nm fab construction is complete, and the 2nm (current SOTA) is under construction slated to start chip production in 2028.

It depends on which side of the "democratic process" benefits the most. It's the eternal debate.

> If you’re poor, Europe is better.

This depends entirely on which USA state is being compared. Many USA states have healthcare, education, and social safety nets that rival or exceed typical European benefits. Massachusetts, Connecticut, New York, Vermont, for example.

France the industrial power house of the world? No.

It does well for itself and Europe but there are several US states that have a larger GDP and industrial output than France does.

Europe did not build ASML.

https://en.wikipedia.org/wiki/EUV_lithography

You can read the history and learn that the technology was developed almost entirely by the US government Department of Energy, Intel, IBM, and several Japanese companies.

ASML is an important company but it is largely just an integrator of tech and process IP licensed from several different countries.

Pride has nothing to do with it. It's about being able to get the chips at all when an adversary controls the supply.

> Untrue

So you seem to know more about ASML's business than the ASML executive quoted in this article.

> They've got huge monetary losses, if you're ok with that

USA passed the CHIPS Act and is spending close to a trillion dollars to strategically re-home all of TSMC's most advanced fab technology to Arizona as a matter of national security. Monetary losses don't matter when the point is to not be reliant or China in the event of South China Sea conflict.

I think the point of this article, and the warnings from ASML, is that Europe is not making the same effort.

Are you talking about Intel? That's the 7nm class and I've never seen anything about plans for the 20A/2nm generation at that fab.

> The Federal government has no right to interfere in how the States makes this determination.

The federal government is not forcing states to use the SAVE database. They are simply not interfering with states that want to use it to "make this determination".

Europe has hard decisions to make about what an end to the war in Ukraine will look like, and whether that means ceding territory. Ukraine is never going to recapture the territory that it has lost without European troops on the ground. Macron famously said that he would "have to send guys to Odesa" and yet 3 years later there are still no French troops in Ukraine and Russia has since captured even more territory and is actively bombarding Kyiv. Europe simply cannot keep carving out $100 billion military aid packages every year indefinitely.

Tough decisions have to be made and, despite public criticism and posture, every EU leader is secretly hoping USA can broker a peace deal and this all just kind of goes away.

Russia lost most of its drone capacity when USA destroyed the Shahed factories and stockpiles in Iran and it has taken awhile for them to ramp-up their own domestic production. Both Russia and Ukraine are limited in the volume of drones operational at the same time so they deploy them as they become ready. There really isn't enough at any one time to do large coordinated swarm attacks like you're describing.

I still don't fully understand what this was about. It sounds like the DoD said they wanted unrestricted access to Anthropic's models, Anthropic refused, so the Pentagon declared that they wouldn't use them at all.

Isn't this basically what Anthropic wanted?

> Another concern is that even advanced silicon produced in Ireland or at ESMC is then shipped to other regions for packaging, meaning that European companies have largely lost their ability to produce sophisticated chips entirely in Europe. In turn, this means that, for now, there is hardly any strategic point for European authorities to create demand for chips that are 'Made in Europe' because they are either not assembled in Europe, not produced in Europe, or not developed in Europe. We have no idea whether this is eventually going to change, but there are currently no signs that it will.

This is just such a dire situation to be in. Even USA has seen the writing on the wall regarding China-Taiwan which is why it has been strategically re-homing all the most advanced chip fab technology to Arizona [1].

[1] https://en.wikipedia.org/wiki/TSMC_Arizona

Disney+ and Hulu is probably the best value I get out of all the streaming services I subscribe to. Easily worth it for me.

Yes I don't care. I like it a lot better.

Never owned a Samsung appliance, but I had a Samsung smart TV for about year. Worst piece of technology I have ever owned and threw it in the trash and got a Roku.

I think country is associated with the iCloud/Apple ID account, not the physical device.