But the ambiguous framing could also allow foreign companies to participate in EU semiconductor projects
The Commission’s review of the EU Chips Act appears designed to give the EU executive full discretion to exclude US chipmaker Nvidia from the bloc’s advanced AI chip projects.
US chipmaker Nvidia, the dominant designer of AI chips for data centres – particularly its Graphics Processing Units (GPUs) – is a company the EU would have difficulty excluding if it hopes to address its lag in AI compute infrastructure.
Nevertheless, the recently presented EU Chips Act review includes language that could potentially push Nvidia out of certain EU strategic semiconductor projects.
The legislative proposal states that “strategic projects,” such as designing AI chips for EU compute infrastructures or building an advanced European foundry for AI chip production, should be carried out by “domestic undertakings.”
