Are they the best European option, though? I haven't checked, but surely there's at least a few services hosted in the EU offering DeepSeek etc inference.
Most German "Mittelstand" I have encountered, that are generally on the more conservative side when it comes to data privacy are still fine with leaning on e.g. Azure with OpenAI models.
Only when you move towards really high security and governmental organizations is when Mistral is usually being brought up as an option.
Don't get me wrong, I do wish Mistral's models were competitive with the Chinese ones. But right now, they simply aren't, and might never be in the future.
If you want the best option available while keeping your data within the EU, running a Chinese open weights model on hardware within the EU is likely the way to go.
Why would anyone want to use Chinese tech is a mystery. There are too many geopolitical issues which makes it a risk. It is just not viable anymore to sign multimillion €$£ contracts with the companies originating from there. Scientific collab for sure but not more. I am not talking about toy applications here. Any significant deployment requires support etc from a provider. If data is very sensitive then doing confidential AI might be a better focus.
That's very short-term. Whilst using whatever models now, Europe should be investing in catching-up before the inevitable future enshitification of the US models and the future political collision with both the US and China.
And Europe is now waking up to that. The people have access to YouTube and caught up on what's been going in European industries. Entering a multi polar world they are at least now informed.
Edit: related, France had many of these commissions to report on the dismantling of it's industrial fabric: https://youtu.be/1OH5PqO_O1Q
Has it though?
Last time I checked EU still is the worlds main producer of semiconductor lithography - which is arguably the basis for all tech worldwide
It hasn't. Multipolar world, expertise exists everywhere.
But user-facing innovation is coming from the US. No EU Apple, Google, Amazon. And infrastructure R&D in China is unprecedented. They are reaping a multi-decadal investment in higher education.
The US has infinite VC money, a hypercompetitive environment that rewards first-movers, an appetite for letting these first-movers reap the benefits of their monopoly, and a political class that aligns with business interests. China has a coherent STEM education story and protections/state support for key industries. The EU sits at an awkward inbetween spot. It's raison d'etre is enabling free markets, and consequently it doesn't allow national champions and strong industrial politics. But it also doesn't have the same hypercompetitive culture as the US, and it's political class is less aligned with business interests.
The thing is, I don't really want the EU to compete with China and the US on these issues. If you have one system that makes people happy, but where eggs cost 1.20€ and iPhones have a smaller screen resolution, and one where people are miserable but eggs cost 1.10€ and iPhones have a higher screen resolution, then in a free market the system that makes people miserable wins.
I believe there are hard questions, no easy answers, and the EU, being a consensus mechanism for national states that hold the power, is not the best institutional set-up to tackle them.
>Do they really need to be anything more than the best European option to be successful?
With government agencies and some large enterprise? NO, it doesn't need anything more than being European, though I fully expect each EU government will then want its own in-house AI in order to launder some taxpayer money to the right consultancies with ties to political parties.
With consumers on the open free market? YES it needs a lot more than just being European, since without any tariffs or regulations, consumers will always vote with their wallet for the best product and best value for money they can get, no matter where it comes from, no matter the geopolitics. Period. See Chinese made TikTok.
And if you look in the CONSUMER tech product market, it's been captured by US SW & HW, and Chinese HW with some Japanese presence. Other than Spotify, EU products are notoriously absent form the consumer tech industry since they couldn't out-innovate the US and they couldn't cost-cut China, so they got squeezed out.
There's been a lot of talk on European tariffs on US software services. We are in the middle of a tariff war, in case you didn't notice. Hardly a strawman...
>There's been a lot of talk on European tariffs on US software services.
If political talks were cookies I would have died of diabetes 500 times by now. Show me actions, not political posturing and virtue signaling to gain applause from the unwashed masses. Because the EU has been talking about digital sovereignty for 10+++ years now and nothing close to what the US has came out of it. Only more talks and more bureaucracy.
But let's say they will actually do it, how are they gonna tariff US tech when it's being sold from Europe by EU companies? When my EU state buys AWS and Office 365, they don't buy from Amazon and Microsoft Seattle so you can tariff them, they buy from Microsoft Dublin and Amazon Luxembourg, both EU companies.
That's why EU's tariffs on US tech are actually the fines they issue regularly on big tech companies. You make laws with a barrier so impossibly high (like having to eliminate "hate speech" in maximum 10 minutes since it was posted) that only your local companies can clear because they're small or absent in things like social media, and then the fines start rolling like off a money printer.
Depends on range. My PEHV only has 30 miles of range, sometimes my morning errands use that and it would be nice for a 1 hour charge over lunch for the afternoon errands. (most days 30 miles is plenty). Or better yet just mandate 70 miles minimum range which will get most daily errands.
