At the Resilience Conference, founders from Fractile and Arondite said Europe risks losing control of its AI future unless it builds its own silicon, systems, and supply chains.
Goodwin's inference angle is compeling but faces brutal execution risk against NVIDIA's CUDA moat. Fractile targeting latency-sensitive inference is smart positioning since most GPUs are indeed overkill for serving models at scale. The sovereignty framing resonates politically in Europe right now, but unless Fractile can actually deliver silicon that matches or beats Blackwell on inference TCO, it stays a promising concept rather than a real competitive threat.
Goodwin's inference angle is compeling but faces brutal execution risk against NVIDIA's CUDA moat. Fractile targeting latency-sensitive inference is smart positioning since most GPUs are indeed overkill for serving models at scale. The sovereignty framing resonates politically in Europe right now, but unless Fractile can actually deliver silicon that matches or beats Blackwell on inference TCO, it stays a promising concept rather than a real competitive threat.