The United States is reportedly seeking to establish an AI partnership with the European Union, focusing on regulatory coordination and supply chain security.

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Recent news indicates that, amid intensifying global technological competition, the United States is incorporating the European Union into its strategic AI (Artificial Intelligence) alliance framework.

According to US media reports on Thursday, the 25th Eastern Time, the United States has formally proposed to the EU to sign an AI partnership declaration. Core topics include semiconductor supply chain security, regulatory coordination, and R&D cooperation. The draft statement calls for both parties to jointly shape the future of AI based on "trust collaboration, economic security, innovation, and fair competition." EU member state ambassadors have already been briefed at a meeting this week.

The significance for the market: If the US and EU form a coordination mechanism on AI regulatory frameworks and supply chain security, it will further strengthen the West's strategic barriers against China in the chip and critical minerals sectors, directly affecting relevant semiconductor companies and AI infrastructure investors.

Also on Thursday, reports indicated that an EU Commission spokesperson confirmed the EU has joined the US-led "Pax Silica" initiative, marking a substantive step forward in transatlantic technological supply chain cooperation.

Draft lists only three major directions; EU concerns becoming a tool for promoting US AI ecosystem

According to US media, the obtained statement draft is only one page in length and rather principle-oriented. The partnership mainly revolves around three directions: promoting "innovation-friendly regulation," R&D and export cooperation of the AI technology stack, and joint actions to boost bilateral investment.

While the draft statement focuses on supply chain security, the US also highlights critical minerals, energy, and semiconductor manufacturing—the "material foundations" of AI—as key areas for collaboration. The draft reads:

"We hope to jointly build an AI future that serves the people of both countries, enhances economic and social vitality, and embodies entrepreneurial spirit, innovative concepts, and values of rule of law."

"Considering that the material foundations supporting AI—from key minerals and energy to computers and semiconductor manufacturing—are crucial, we agree that the future of AI should be built on trustworthy cooperation, economic security, innovation, and fair competition."

Although the proposal has entered the briefing phase, there are reservations within the EU. Insider sources told US media that some EU member states expressed concerns after the briefing that this partnership framework may serve as a channel for the US to promote its own AI ecosystem. The sources requested anonymity due to the non-public nature of the discussions.

This concern has a real context. The Trump administration's recent moves to restrict foreign citizens' access to Anthropic PBC's latest AI model have made the EU aware of the vulnerability of relying on US technology. Executive Vice-President Henna Virkkunen of the EU Commission said earlier on Thursday in an interview that the EU has recently traveled to Washington for talks on this restriction decision.

Brussels has in recent years consistently called for strengthening "digital sovereignty," and is drafting a comprehensive plan for technological autonomy in semiconductors, AI, and cloud computing. The US embassy in Brussels did not immediately respond to a request for comment.

EU formally joins "Pax Silica," accelerating supply chain cooperation

In the broader context of bilateral AI partnership negotiations, Commission spokesperson Paula Pinho announced Thursday that the EU has officially joined the US-led "Pax Silica" initiative.

Reportedly, this initiative is led by the US State Department, aiming to safeguard AI and supply chain security, covering energy, critical minerals, advanced manufacturing, and AI models.

According to reports in May, Sweden, Finland, and other EU member states had previously taken the lead in joining the initiative, while the Commission sees unified participation as necessary to avoid fragmentation of Europe’s position. France was a major country taking a wait-and-see approach, and EU officials had previously coordinated with Paris on membership terms.

Analysts point out that the EU's formal entry into "Pax Silica," combined with the latest AI partnership proposal, shows that despite ongoing trade friction, strategic coordination in the transatlantic tech supply chain continues to advance steadily.

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