Europe is pouring billions into AI development and infrastructure. GPU (graphics processing units) access is expanding rapidly through cloud platforms and GPU-as-a-service (GPUaaS) providers, becoming a key enabler of AI development and deployment. The underlying assumption is straightforward: scale compute, and you scale capability. Yet, despite the efforts made by EU Member States, from sovereign cloud initiatives to federated data infrastructure, the European AI landscape remains constrained by a critical bottleneck: dependence on GPUs largely designed by non-European players such as NVIDIA and manufactured by Asian foundries, primarily Taiwan’s TSMC, over which Europe has no chance of chip independence at either layer in the short term. This has direct implications for European technological sovereignty. The computer boom The 💜 of EU tech The latest rumblings from the EU tech scene, a story from our wise ol' founder Boris, and some questionable AI art. It's free, every week, in your inbox. Sign up now!…