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France and Germany want less reliance on the US and China for AI, cloud, and chips, but they face tough choices about where to build that capacity.
In short: France and Germany are trying to rely less on the US and China for AI and other critical technology, and they are debating whether to build alternatives nationally, across the EU, or in regional hubs.
France and Germany are using the phrases “digital sovereignty” and “technological sovereignty” to mean more control over the building blocks of modern tech. That includes cloud services (renting computing power and storage over the internet), data centers, computer chips, telecom networks, and the large AI models that power many new tools.
Today, much of Europe depends on US companies for cloud and many leading AI systems, and on global supply chains for chips. France and Germany want more European options, partly to reduce risks if politics or trade disputes disrupt access. It is similar to wanting backup suppliers for electricity or fuel, instead of relying on one source.
They are backing efforts like GAIA-X, which aims to connect European cloud and data services so they can work together. They are also investing in high-performance computing centers, which are facilities with very powerful computers that can train AI models. On chips, they support EU plans to increase chip design and manufacturing in Europe.
The hardest question is where to put the money and decision-making. Building separate national systems can be faster, but it can also split efforts and waste funding. EU-wide projects can be bigger and more efficient, but they often move slower because many countries must agree. A likely outcome is a mix, with France and Germany trying to build more at home while also pushing EU-level projects and keeping selective partnerships with the US and other allies.
Source: NYTimes