EU and Germany join Pax Silica, a US-led AI supply chain initiative positioned against independent digital sovereignty

Original post

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex#501inTech

The EU was getting nowhere with "digital sovereignty" anyway, just Mistral grifting around with govt contracts. Europeans are nothing more than an occasionally reluctant province of American-Israeli civilization. When they try to make their own decisions, they still suck.

Arnaud Bertrand@RnaudBertrand

It's over, Europe has officially given up on its digital sovereignty: they just signed up to Pax Silica, the US initiative to lock other countries in its AI stack.

In case you think I'm exaggerating, Jacob Helberg, the US Under-Secretary of State who architected Pax Silica, LITERALLY says so in the article (see screenshot 👇): he himself explicitly positions Pax Silica as designed to counter "digital sovereignty" - a concept he opposes because it would mean countries building their own tech stacks.

I wrote a long article 2 weeks ago titled "The Pax Silica Con," warning Europe that it was a "cage" to keep them "dependent on American tech and unable to build their own": https://open.substack.com/pub/arnaudbertrand/p/the-pax-silica-con?utm_source=share&utm_medium=android&r=4r0pw

The cage door was wide open and clearly labeled. They walked in anyway.

12:04 AM · Jun 24, 2026 · 11.3K Views

Industry Shift

Scale tips toward coordinated stacks

Germany brings noted industrial strengths while the EU adds market heft, locking more of the supply chain from minerals through chips into a shared trusted ecosystem without a formal treaty.

Open Question

Commitments stay loosely defined

Specific funding targets, procurement pledges, or safeguards for EU autonomy are not yet public, leaving open how the accessions interact with separate European tech-independence plans.

The Pax Silica Con

SUBSTACK.COMVia

VIEWS31.6KBOOKMARKS104LIKES268RETWEETS31REPLIES26

Chubby♨️@kimmonismus

Europe’s digital sovereignty era may have ended before it ever began.

The EU, Germany, the Netherlands and Greece have joined Pax Silica, the US-led initiative to secure the AI supply chain across chips, critical minerals, energy and compute.

But Pax Silica is not just about supply chains: It is about who gets to define the architecture of the AI economy.

Jacob Helberg, the US official behind the initiative, explicitly positions Pax Silica against “digital sovereignty.”

His argument: countries should not build duplicative national tech stacks.

His alternative: “innovation sovereignty.” Translation:

Do not build your own stack. Join ours.

Europe spent years talking about technological independence. But when AI became material, when it became about chips, cloud, energy, minerals, fabs and export controls, Europe chose integration into the American system.

Europe's AI sovereignty ended before it even began.

Arnaud Bertrand@RnaudBertrand

It's over, Europe has officially given up on its digital sovereignty: they just signed up to Pax Silica, the US initiative to lock other countries in its AI stack.

The cage door was wide open and clearly labeled. They walked in anyway.

4h31.6K268104

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

A very feminine, demure people. The Big Dick American Daddy pulls them around as he wishes, sometimes beats them down. They may whine and cry and threaten to leave, but fear other masculine actors more, so at the end of the day always stay at home. Can be ignored.

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

6h1.7K360

Arnaud Bertrand@RnaudBertrand

@teortaxesTex What kind of loser mentality is that: because we're enslaved we might as well resign ourselves to our fate?

3h39013

Lunari@0x_lun

@kimmonismus europe spent years building the regulatory moat and then just handed washington the keys anyway

the gdpr crowd is gonna need a minute

4h421

Kassandra🌓Popper@foomagemindset

@teortaxesTex France has nukes.

6h85

Chubby♨️@kimmonismus

@0x_lun well said, couldnt agree more

4h951

Gail Weiner@gailcweiner

@kimmonismus @DurianManis121 Your posts are on fire today!!!

3h102

Faustie@inworka_holic

@teortaxesTex Slave culture I fear

5h47

Rich@RrichPRMR

@kimmonismus hard to build independence when you're years behind on infrastructure

4h45

🇸🇴 🕳️ Stochastic Dreams@GenHeres123

@teortaxesTex The European left chose the lesser of two evils so why are we surprised? Since 1945 the formula has never changed: suppress the right internally + shelter under the American umbrella externally. European sovereignty was never real to begin with.

5h40

Micke Andersson@TetsuoIronman

@teortaxesTex The problem isn't that Europe is "a" reluctant province, but that it consists of 50 reluctant provinces of the Yankee Mir.

5h30

Joe@Joeoqbu

@kimmonismus I am curious why EU they don’t subsidies their tech industry with some trillion dollars? Japan is an example though, interestingly enough, apart from the US , the world’s eyes balls focus on Asia in terms of tech

2h25

Mike Leitner@mikeleitnerde

@kimmonismus But then trump shouldnt be able to block models to us citizens only 😅

2h18

Eclipse 🌖@ECLresearch

@kimmonismus Joining Pax Silica signals a pragmatic shift: the EU recognizes it can't rival TSMC/Samsung on leading-edge fab alone. Securing compute & minerals via US-led framework beats going it alone and falling further behind on nodes.

4h17

José António Gomes@Wingheaded2024

@kimmonismus So we do not trust the us for defense and want to build Europe's own army, but we're joining in AI which they can cut us off any time they want... Europe is being rolled by clueless dumb people

3h15

Strata@ChainZenit

@kimmonismus that sounds like a massive shift in how things are built.

4h15

samsara55@RAlbackup

@foomagemindset @teortaxesTex So does Russia, doesn't stop them getting their oil refineries destroyed on the regular

5h15

Torres@Grintorresser

@kimmonismus Europe is in fact a colony of the US. This news means that Europe has no real sovereignty on this and still can be blocked from getting sota model access.

4h14

J A Z I I@notjazii

@kimmonismus EU is ngmi

4h14

Scott Sullivan@scottsullivan

@kimmonismus Precisely. I said last year we were heading into a digital Cold War and we are starting to see it play out with the EU.

3h12

EU and Germany join Pax Silica, a US-led AI supply chain initiative positioned against independent digital sovereignty

Story Overview

Scale tips toward coordinated stacks

Commitments stay loosely defined