Europe may be moving closer to Washington in the global battle for AI, semiconductors, and critical minerals.

The European Union is reportedly exploring participation in Pax Silica, a US-backed initiative designed to secure supply chains for AI infrastructure, semiconductors, critical minerals, and data centers.

The proposal, supported by Donald Trump’s administration, aims to build a trusted technology network and reduce dependence on China.

AI and Chips Move to the Center of Geopolitics

The alliance focuses on strategic areas including:

  • Semiconductors
  • Artificial intelligence infrastructure
  • Critical raw materials
  • Data centers

The push comes as competition with China intensifies and concerns grow over reliance on Chinese supply chains. Several EU countries, including Sweden and Finland, have already joined the initiative.

Europe Wants a Unified Strategy

Officials in Brussels reportedly see participation as a way to avoid a fragmented response across Europe.

The European Commission is also preparing a broader tech sovereignty package, aimed at reducing dependence on foreign technologies in: AI, Chips, Cloud computing

At the same time, the EU is discussing conditions with France, which remains one of the main holdouts.

Trade Tensions Still Complicate Cooperation

The talks come as the EU and US deepen cooperation on critical materials after China tightened export controls on rare earths and strategic minerals.

However, tensions remain. Trade disputes linked to US tariff policies have complicated relations, while reports that Europe may limit foreign cloud providers for sensitive government data have already raised concerns in Washington.

This is no longer just a trade story. It is becoming a battle over: AI leadership + chip production + data control + supply chain security

The EU wants greater independence. The US wants trusted allies. And China remains the competitor both sides are watching.

The AI race is increasingly turning into a geopolitical race.

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