US Proposes AI Partnership With EU to Secure Chip Supply Chains as China Competition Intensifies
Updated
Updated · Bloomberg · Jun 25
US Proposes AI Partnership With EU to Secure Chip Supply Chains as China Competition Intensifies
3 articles · Updated · Bloomberg · Jun 25
Summary
A draft US proposal asks the European Union to join an artificial intelligence partnership aimed at securing semiconductor supply chains, widening transatlantic coordination on the infrastructure behind AI.
The draft statement frames chips, computer manufacturing, critical minerals and energy as the physical backbone of AI, arguing that future development should rest on trusted collaboration, economic security, innovation and fair competition.
The push links AI policy more directly to industrial supply chains, as Washington seeks a broader alliance with Europe to reduce vulnerabilities in key technologies amid intensifying competition with China.
Will the US-EU AI pact secure global tech or fracture the world into competing technological blocs?
This AI partnership promises trillions in gains, but what is the plan for the human jobs it will inevitably disrupt?
2026 US-EU Tech Alliance: Europe’s Lag, Pax Silica, and the Global Semiconductor Power Shift
Overview
As of mid-2026, the US-EU tech alliance is marked by strong US leadership and a fragmented European response, especially in the race for AI and secure semiconductor supply chains. The United States has launched the Pax Silica initiative, bringing together major partners like the UK, Japan, South Korea, India, and Australia to secure critical technology infrastructure. However, only three EU countries have formally joined, highlighting Europe's divided approach. Meanwhile, US technology—particularly NVIDIA GPUs—continues to dominate global AI compute infrastructure, leaving Europe in a lagging position and underscoring the challenges it faces in building independent AI capabilities.