this post was submitted on 10 Feb 2025
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139
French President Emmanuel Macron announces €100 billion investments in AI (www.france24.com)
submitted 2 days ago* (last edited 1 day ago) by [email protected] to c/[email protected]
65 comments fedilink hide all child comments
 

further details:

Meanwhile, the French financing will include commitments from the United Arab Emirates, American and Canadian investments funds and French companies like telecommunications firms Iliad and Orange, and aerospace and defense group Thales

A few days before France’s AI Action Summit, which kicked off on Monday, the UAE said it would invest between 30 billion euros and 50 billion euros in the construction of a one-gigawatt AI data center in France as part of a campus focused on the technology’s development.

https://www.cnbc.com/2025/02/10/frances-answer-to-stargate-macron-announces-ai-investment.html

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[–] [email protected] 2 points 2 days ago* (last edited 2 days ago) (1 children)

Because the chips in question for AI are made in Taiwan and nowhere else. The fabs you see on US or EU soils are few generation behind. It will takes decades to be back (if possible) at the same level than Taiwan. And it cost a lot of investment. Ask Intel, they started that many years ago and still constructing the Fab as we speak. And it’s not even the latest generation Fab.

[–] [email protected] 1 points 2 days ago* (last edited 2 days ago) (1 children)

Yes it would take a lot of effort, the EU certainly has the money but seems content at the moment to throw it at America

The fabs you see on US or EU soils are few generation behind

Looks like Arizona already producing 4nm so not too far:

https://www.tomshardware.com/tech-industry/semiconductors/tsmcs-arizona-fab-21-is-already-making-4nm-chips-yield-and-quality-reportedly-on-par-with-taiwan-fabs

The first Fab 21 phase 1 module will officially start mass production using 4nm and 5nm-class process technologies. The next Fab 21 phase 2 is expected to follow in 2028 with 3nm-class process technologies. By the decade's end, TSMC expects to build its Fab 21 phase 3, which will produce chips on 2nm-class and 1.6nm-class nodes and their variations with backside power delivery.

But outside of TSMC it looks like just Samsung competing in the space, as you said Intel miles behind and AMD sold off all it's fabs

[–] Mihies 2 points 2 days ago

But outside of TSMC it looks like just Samsung competing in the space, as you said Intel miles behind and AMD sold off all it’s fabs

Not sure how it is going, but Chinese are also pouring a ton of money into bleeding edge class processes by using an alternative technology than ASML (for obvious reasons). Will try to find the link somebody posted.