Comment by omnimus
1 day ago
They are fine. Cloud is a commodity. Hetzner and Bunny are pretty great and i am sure there are many more.
The problem is when US decides to ban sales of compute hardware to EU (like they do to China). Then it will be clear who's really in power.
> Then it will be clear who's really in power.
If China closed the door overnight to the US, it would also be clear who's really in power.
The US simply does not have the capacity to replicate the manufacturing domestically.
Even if it were possible, "100% Made in the US" would end up costing at least 20–30% more.
And the US does not have a plan B. Sure there might be India .... one day....years away.
Oh I agree. China is clearly outplaying everyone. But EU surely doesn't want to replace one leash (US tech stack) with different leash (Chinese tech stack).
I keep wondering though. Is insane amount of compute really that crucial? Aren't most real computing needs served well with not so cutting edge tech? I am 5-10 years behind on most of my machines. Servers we have at work are very modest (and outdated) yet the software these servers power are still valuable. Maybe EU could run on some domestic RISC-V cheapo chips.
Well, then the EU can also ban the sale of ASML machines to US and anyone dealing with the US. Let's hope we won't get to that.
The US actually controls the distribution of those machines already, because they incorporate made-in-USA export controlled technology.
That could end in an ugly stalemate pretty fast, considering ASML is Dutch.
There'll be a vacuum filled by non-US brands, China is learning and given they'll push to be independent eventually they'll compete with AMD/Intel/Nvidia, Europe has ARM.
The worst thing in the long-term for American hardware makers is for the US to block other countries to purchase from them and having that money invested in alternatives.