AI chip start-ups: Most will disappear by 2030 (heise.de)

• Forecasted decline from 99 to 25 AI chip firms by 2030.
• Capital-intensive barriers to entry drive consolidation.
• Risk of dependency on global monopolies for critical infrastructure.

"JPR analysis forecasts a drastic market correction in the specialized AI processor sector. The number of active firms is projected to plummet from 99 to approximately 25 by 2030. The primary drivers include massive capital requirements for R&D, rising manufacturing costs, and intense competitive pressure from industry giants. This poses a risk to European technological autonomy, as access to high-performance AI silicon becomes increasingly centralized among a few dominant US and Asian players."