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Reposted by Tillman Schenk

Bruegel @bruegel.org · 10/09/2026

💿️ How can Europe address its pressing AI compute infrastructure shortfall? Europe’s AI compute gap will not close through capital alone, making faster permits, grid access and output-side sovereignty tools essential ✍️ Read the Policy Brief by Bertin Martens & @tschenk.bsky.social #EconSky

bruegel.org

How can Europe address its pressing AI compute infrastructure shortfall?

Europe’s AI compute gap will not close through capital alone, making faster permits, grid access and output-side sovereignty tools essential

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Reposted by Tillman Schenk

Bruegel @bruegel.org · 19/06/2026

↗️AI, demographics and China 🌐 How young economists see the big challenges of our times 🗣️ Théo Storella in conversation with host @rebeccawire.bsky.social, Maria Catarina Louro and @tschenk.bsky.social. 🔗 Listen to the podcast now: buff.ly/FcOKINW

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Tillman Schenk @tschenk.bsky.social · 26/05/2026

I agree that structural vulnerabilities need to be reduced where possible. I also agree that Europe should spend more on these issues. But lets not pretend everything can be achieved tomorrow.

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Tillman Schenk @tschenk.bsky.social · 26/05/2026

The chip value-chain is too interdependent and to complex to replicate in a single country. Plus there are huge capex for these fabs, they take forever to build, and knowledge resides in a very small talent pool, competition among countries is very high and its not clear where demand would come from

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Tillman Schenk @tschenk.bsky.social · 26/05/2026

So you are suggesting Europe should strive to be both indispensable and self-sufficient? I agree this would be in principle a desirable outcome from Europe's perspective, but not an achievable one. No single country on earth is self-sufficient in its chip supply.

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Tillman Schenk @tschenk.bsky.social · 26/05/2026

Opportunity costs are high. There is only so much state capacity, fiscal space and political capital available. Rather than trying to do everything and fail, focus on high-success rate high-impact investments. E.g. doubling down on photonics, not trying to build a leading-edge fab.

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Tillman Schenk @tschenk.bsky.social · 18/05/2026

New piece with @niclaspoitiers.bsky.social on Europe's chip strategy, ahead of the EU Chips Act revision. We argue Europe should not aim for replicating entire chip ecosystems at home but controlling the parts of the chain that everyone else needs. buff.ly/VGRUsO8

bruegel.org

Revamping Europe’s chips strategy: indispensability, not self-sufficiency

In revising the European Chips Act, the EU should seek to make itself an indispensable partner in the semiconductor value chain

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Reposted by Tillman Schenk

Bruegel @bruegel.org · 15/05/2026

⛓️ In revising the European Chips Act, the EU should seek to make itself an indispensable partner in the semiconductor value chain 🔖 Read the Analysis by @niclaspoitiers.bsky.social and @tschenk.bsky.social 🔗 buff.ly/VGRUsO8 #EconSky

buff.ly

Revamping Europe’s chips strategy: indispensability, not self-sufficiency

In revising the European Chips Act, the EU should seek to make itself an indispensable partner in the semiconductor value chain

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