> The way to reduce the risk is to diversify. Taiwan with a China risk and the US with a "US risk" is much safer than either alone.

Not really. Taiwan with a China risk means China has pressure to not change the status quo.

US with a US risk means they have a vested interest to facilitate China's imperialistic agenda to try dethrone Taiwan as a competitor in the chip market.

That, coupled with the imbecile tariff war, underlines the unacceptable risk presented by the "US risk".

In a world of US and China being at odds with each other and controlling a GPU factory each, AI for Europe, Japan, Australia, etc becomes a game of who can kiss ass better and hoping the master doesn't change the rules further.

There should be more places that can produce enough energy and have AI leverage.

There should. I wish the Netherlands the best in further building out the industry in the EU!