It doesn’t matter what tricks they supposedly use afterwards, the data centets that are built need to run successfully or the bubble pops and then those companies will fall like lead. In other words for those data centers to be successfull the entire real economy has to spend crazy amounts of money on stuff that needs crazy amounts of compute.

Open AI and Anthropic would really need some good business numbers, right now. The claim that they are just deliberately making their business case much worse than it is, is insane.

Yet all major players are still incapable of covering their costs and have to resort to all sorts of nasty accounting tricks to make it apear otherwise. How so?

You either deliberately misunderstand my arguments or really misunderstand them. The companies don’t want that of course, but it is not entirely in their control. The EU certainly doesn’t want it either. Regarding the US, it really depends. It depends on how much the strongman in DC fears that the other side can actually retaliate. A nuke’s value is not that it destroys everything, its value is that it could destroy everything. Russia would not have invaded an Ukraine with nukes, yet Ukraine would likely never used any nukes even if it had them.

Of course ASML is not the only economic nuke Europe has. If the US unleashes economic nukes on the EU by for example forcing Microsoft to block many or most services over night, the first response would be to threaten nuking the USD, with a believable threat scenario, but ASML would be a backup option.

ASML plays by US rules as long as things don’t escalate badly. Your arguments only work during nice weather. When things get tough, ASML is squarely located in the EU and will comply with local laws and law enforcement. That is a substantial risk for the US if it were to go for all out economic warfare, like forcing Microsoft to boycott EU customers.

Of course ASML has no interest in such a thing, nor does Microsoft. The Single Market is a very big market for Microsoft. Also, blowing it up would not just pulverise that market, it would lead to a collapse of most of the business outside of the US in the mid term.

Tell us, how does “stuff work”? What up and running alternatives do the US have to ASML machines for latest generation high performance silicon? No matter where.

I’ve got a Jolla Phone this summer. Sailfish OS. Probably not something you can sell to the mainstream but it is a perfectly daily driveable phone for some target groups, and I belong to them.

The main issue to date is that security related stuff on phones is basically exclusively dependent on US American companies (Google, Apple), this is pretty much madness if we want to protect Europe against hostile actions by the US. So maybe things are starting to move.

Yes, yes it is. Way lower hurdle and effort.

I don’t miss old Google, I stopped using Google instead, except for Google Scholar, which has been left in peace so far by the slopification.

Why does the Onion publish articles in the Verge nowadays?

“popular distribution”? Omarchy is neither of those two words, is it?