EU, 3 European States Join Pax Silica, Lifting US-Led AI Supply Pact to 24
Updated
Updated · Financial Times · Jun 23
EU, 3 European States Join Pax Silica, Lifting US-Led AI Supply Pact to 24
3 articles · Updated · Financial Times · Jun 23
Summary
The EU, Netherlands, Germany and Greece joined Pax Silica at its Washington summit, expanding the US-led initiative aimed at reducing allies’ dependence on Chinese AI supply chains.
24 countries are expected to be in the pact after Argentina, Chile, Costa Rica, Kazakhstan and Panama also join this week, with more than 20 set to sign a statement on building an AI ecosystem among trusted partners.
Pax Silica, created last year, spans chips, critical minerals and energy; Washington says existing forums such as the G7 and G20 are not built to organize AI-era supply networks.
The push comes as the US races to cut reliance on China for rare earths and promotes the bloc as an alternative to UN-backed digital sovereignty models and to China’s Belt and Road approach.
Kazakhstan will also host a new US-backed economic security zone for mineral supply, while the State Department plans a Stanford manufacturing curriculum to address workforce gaps tied to AI industrial expansion.
Will the West's 'AI wall' secure its supply chains, or just fragment innovation and raise global technology costs?
Can the new AI alliance satisfy its huge energy needs for data centers without abandoning global climate commitments?
As AI automates entry-level roles, can a new manufacturing curriculum truly secure the next generation's economic future?
Pax Silica in 2026: EU Joins U.S.-Led Tech Bloc, Triggering Global Supply Chain Realignment and China’s Response
Overview
Pax Silica, launched by the U.S. in December 2025 to reduce reliance on China for semiconductors, critical minerals, and energy, initially excluded the European Union due to regulatory differences like the EU's AI Act and Digital Markets Act. Despite these early barriers and postponed talks led by France, shifting global priorities and the need for technological independence led the EU and several other countries to join the alliance in June 2026. This expansion marks a new chapter for Pax Silica, strengthening its mission to build secure, diversified supply chains for the age of artificial intelligence.