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The Great Decoupling: China, US & Europe
DeepSeek ditches NVIDIA, Europe builds independent AI infrastructure, and the tech world splinters
The global tech landscape is fracturing as China's DeepSeek-V4 proves independence from NVIDIA chips while simultaneously restricting US tech investments, and Europe races ahead with 100 million euros in homegrown datacenter power. We're witnessing the great decoupling—a fundamental restructuring of how AI infrastructure gets built, who controls it, and what it means for the future of the industry.
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By Matthias SchraderDeepSeek ditches NVIDIA, Europe builds independent AI infrastructure, and the tech world splinters
The global tech landscape is fracturing as China's DeepSeek-V4 proves independence from NVIDIA chips while simultaneously restricting US tech investments, and Europe races ahead with 100 million euros in homegrown datacenter power. We're witnessing the great decoupling—a fundamental restructuring of how AI infrastructure gets built, who controls it, and what it means for the future of the industry.