2025年VITA技术产业状况

1Copyright © 2025 VITA. All rights reserved.Permission for reuse is granted with attribution.VME, Critical Embedded Systems, VPX, OpenVPX, VPX REDI, VXS, FMC, FMC+,XMC, XMC+, VNX, VNX+, and Reliability Community logos are trademarks orregistered trademarks of VITA.Other names and brands may be claimed as the property of others.Stateof the VITA Technology IndustryJune2025by: Ray Alderman, Chairman of the Board, VITAThis report provides the reader with updates on the state of the VITA Technologyindustry in particular and of the board and system industry in general, from theperspective of Ray Alderman, the Chairman of the Board of VITA. VITA is the tradeassociation dedicated to fostering American National Standards Institute (ANSI)accredited, open system architectures in critical embedded system applications.The complete series of reports can be found atMarket Reports. (www.VITA.com/VITA_Technology_Industry)IntroductionIn a world marked by punitive tariffs, mergers, and the ongoing tug-of-warbetween policy and law in government, economic conditions and leadershipchanges are shaping our global landscape. Amidst these challenges, naturalphenomena continue to unfold: volcanoes erupt, polar ice caps melt, and glaciersbreak apart, crashing into Swiss villages. The Milky Way Galaxy races towards acollision with the Andromeda Galaxy at a staggering 60 miles per second, whilegravitational forces threaten to hurl Earth away from the Sun into the void ofspace. Additionally, artificial intelligence is poised to drastically reduce Earth'spopulation to just 100 million people. Despite these dramatic events, rest assuredthat no animals were harmed during the creation of this report.Economic ConditionsU.S. GDP declined by 0.3% in Q1-2025 due to reduced government spending andincreased imports (which are subtracted from GDP numbers), and all the newtariff threats.1U.S. inflation declined to 2.1% in April, coming close to the FederalReserve’s target of 2%, but the Fed is not ready to reduce interest rates just yet(the rate is presently 4.5%). Tariffs on imports could drive inflation back up in thenext few months.In Europe, they muddled along with 0.3% GDP growth in Q1-2025, with 2.4%inflation. Most EU countries have seen lackluster growth for a while (especiallyGermany). The proposed tariffs could drive down their exports and push theirGDP into decline. The U.S. is Europe's largest trading partner, taking in about 21%1"Gross Domestic Product, 1st Quarter 2025," U.S. Bureau of Economic Analysis, April 30, 2025,https://www.bea.gov/news/2025/gross-domestic-product-1st-quarter-2025-advance-estimate State of the VITA Technology IndustryContentsIntroduction.......1Economic Conditions...1Military..........4Technology........6Mergers and Acquisitions10Summary........10 June 2025 2State of the VITA Technology IndustryJune 2025of all EU exports. The top imports from the EU are pharmaceuticals, automobiles, machinery, and aircraft. Germany istaking the biggest hit from the tariffs, followed by Ireland, Italy, and France.2Alongside the trade war with the EU, U.S. policy is finally going after Europe for trotting-out obscure internet data lawsand levying massive fines against U.S. tech companies for frivolous and ambiguous infractions.3The EU just slappedApple with a 500 million Euro fine, and Meta with a 200 million Euro fine. Generally speaking, the EU leadership doesnot understand how the internet works and what it can do (technically, economically, or culturally), or they wouldhave funded development of their own versions of Google, Meta, Amazon, Netflix, and Apple (the companies theyfine frequently). The valuation of these 5 companies is larger than all the companies listed on the EU stock exchangecombined. If the EU fines a U.S. tech company for something in the future, the administration could just raise tariffs ontheir products coming into the U.S. and get the money back.The EU has over 1,000 AI (Artificial Intelligence) projects underway, but they are small, focused projects (except forMistral in France). Europe has a lot of smart people, but the possibilities of what they can do are restricted by theirunreliable supply of energy and lack of adequate sites for data centers.4The U.S. is building massive AI data centersthat use 25K, 50K, 100K, 250K, 500K, and 1 million GPUs, that need megawatts of power. Europe’s power grid hasproblems as exhibited by the recent power outages in Spain, Portugal, and parts of France. We will dig deeper into AIin the technology section.China grew at 5.4% in Q1 (if you believe the numbers) with inflation at 0.3%. Again, the tariffs could seriously damageChina’s exports and significantly reduce their GDP in the coming months. 15% of China’s exports come to the U.S.The U.S. has 4.23% of the world’s population but consumes 33% of the world's resources according to the latest figures.So, other countries take advantage of our low tariffs while levying high tariffs against imported U.S. products (protecti