Nuclear is reliable, predictable and stable 24/7 source. Solar not so much and possibly not that great for the environment if we don’t figure out what to do with used solar panels. Also their production is not exactly clean. Whereas nuclear requires a wasted fuel storage somewhere and the fuel will eventually run out of radiation in some hundreds of thousands years.

I’d certainly hope for RISC-V. Perhaps now that we have a little bit more of an incentive, we will make some progress.

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.

Yep, and that’s a biggly problem. If EU AI becomes a threat (or perceived threat) to US economic and other interests (and especially when orange is in charge), they would slap tariffs at those at least. If not forbid export.

And on what EU hardware it will run?