Come le nuove tariffe statunitensi stanno costringendo l’Europa a ripensare il suo intero stack tecnologico
https://spark.temrel.com/p/the-great-unstacking
di nimicdoareu
Come le nuove tariffe statunitensi stanno costringendo l’Europa a ripensare il suo intero stack tecnologico
https://spark.temrel.com/p/the-great-unstacking
di nimicdoareu
14 commenti
>Is your cloud stack dangerously American?
>The answer might be yes, with new US tariffs crashing into global supply chains. Whether running AI models, spinning up infrastructure, or just trying to keep your SaaS lights on, the cost of relying on US-based hardware and cloud will rise.
About time Europe grew up in all aspects of economy military diplomacy and tech
It has always baffled me that Europe, which has plenty of competence in IT, software, and services, is not competing more in the field of cloud and services (think search, Gmail, social media, AWS, GitHub etc).
Sure, there are European alternatives (e.g. Qwant, Proton, Codeberg, Hertzner, …), but I would love to see a great and conscious push by the EU to position these alternatives above US and Chinese competitors – at least in Europe.
I worked for the EU via Horizon projects on digital innovation for 5 years. Some of the best years and also some of the most frustrating years of my life. On the plus side the money was there and the industrial partners were willing, buy the whole thing was bogged down by unbelievable bureaucracy and the need for multiple countries and partners to be always be involved. Therefore the innovators got crowded out by the leeches. And whenever good ideas did finally emerge, the EU had no idea how to get them to market.
It has the money, it has the market, but structurally and strategically it is a mess.
It’s about time we get a rethink of our tech. The EU’s stance on tech has been ridiculous until now.
What never seizes to amaze me is that we have had 8 years since the last Trump term. We knew there was a huge risk of Trump coming back with all of his trade war and anti-NATO / anti-European policies. Throughout the Biden administration the Republicans were quite clear about their plans when Trump would be back in power. You could have seen this coming from kilometers away.
We had 8 years to divert. To come up with our own Tech because it’s strategically important. To rebuild our military. To reorganize our domestic energy supply. To restructure our EU institutions that clearly fail to take decisions / actions and federalize further. Throw Hungary out (or suspend its membership at least). Create a single market for services, despite all the white collar national interests. Create unified labour law, despite the pension age in France and Italy. Create a debt vehicle despite the protest in the Netherlands and Denmark. And so on and so forth. It could have been one giant “do Europe better” package in 2016 that we would profit from today knowing that the tumor called Trump would come back one day.
The only thing I can come up with that is significant/impactful from the last 8 years is the Draghi report, which so far is only a piece of paper with no concrete actions. The fact that we are where we are, should be enough reason to send Ursula into retirement and appoint someone that is not lead by German industrial interests from the 1990s. And someone that does something, instead of giving strongworded speeches from the moral highground about universal values.
We should be so deeply, deeply diasppointed with our leadership in the EU, but we’re all acting like Trump policies come as a complete surprise that we weren’t able to prepare for.
>GPUs (think Nvidia, AMD) are mostly fabbed in Asia but are still designed in the US, and some are caught up in the tariff dragnet.
This means the price increase will be e.g. 40% in the US and 0% in Europe since Europe does not add tariffs to Asian imports. For tariffs it doesn’t matter who designed things.
I am all for switching to European cloud solutions and the tariffs will help doing this, but the arguments in this piece are pretty weak.
For Europe it will probably a wild mix of prices going down because Asian suppliers are loosing the American market and need to offload their stuff somewhere and prices going up for things that were manufactured in the US and need to be replaced.
It’s almost ironic that I work at a bank with the highest security charader I’ve ever seen, that refuses any cloud stack because of security issues, is always 10 years behind in technology, and runs zero third party frameworks that it doesn’t have full control over, is now The bank to be at because of the very same reason
Current European tech is almost entirely dependent on the US.
Ecosia > google
Le chat > chat GPT
Olvid > WhatsApp
Does Europe has a stack ?
Our Swedish insurance company is 100% dependant on Microsoft and IBM 🤣
Europe had a tech. stack? Don’t get me wrong, I love Europe to death and I live here, but we are so bad at so many things.
Lets start small and replace Workspace and Office365 with NextCloud and Hetzner. Keep the data inside EU and out of reach for NSA.
We need to go Open Source. If US buys the company behind, we will fork it and continue without US. The solution has to be billionaire prof. We can not have another Musk buy a company and weaponize it against EU.
It can be done. I have advocated for it in the last 10-15 years. I hope EU is listening now 🙂