To stay near the frontier of AI without being subject to the discretion of foreign countries the EU has to stay near the frontier of R&D themselves. Even if they can get around ITAR now and self-host, they would be stuck with having to repeatedly negotiate permission to use each new advance.
If they do relax regulation (especially on energy generation) sufficiently to unleash the continent's big brained boffins and entrepreneurs on AI, they could quickly develop their own advances that would give them real leverage.
What specific regulations are currently blocking AI entrepreneurs?
> If they do relax regulation (especially on energy generation) sufficiently to unleash the continent's big brained boffins and entrepreneurs on AI
Capital. Capital, capital, capital.
The EU is still not a single unified economy and capital markets remains semi-sovereign.
Every Euro that goes out of (eg.) a Dutch taxpayer's pocket into an (eg.) German domiciled competitor gets pushed back against by national competitors as well as by the government.
You see this with French and German rivalry against Scaleway+OVHCloud versus Hetzner (edited because of early morning brain snafus) to Dassault versus Airbus.
But the issue is, a single unified capital market that overrides national sovereignty also leaves vast swathes of European voters at risk of unemployment via capital flight. You saw this with East Germany's shift towards the AfD following industry's shift to Poland.
So neither industry nor national governments (who remain the overriding power of the EU) have an incentive for a single unified market, and actually remain incentivized to work with outside partners instead.
Or they can just wait for disease and famine, along with Israel and Russia, to destroy America from the inside. Or just get their fusion projects working.
or, we could just wait a hot second, get GPU and associated hardware over the 30% utilization mark, develop a fault tolerance strategy that recovers more useful work, and spend a bit more time researching how models actually converge. 50% savings on training time would mean even more energy savings because of the add-on effects of cooling.
this spending of billions just to get a 4 month lead, without even trying to invest in getting this stuff to run properly is wasteful to the point of insanity. I don't think it's at all productive to chide people for not wanting to dump their resources into a black hole.
it seems pretty clear that the investors and the AI companies _like_ to throw around big GW numbers. it gives them a moat, and it fuels the bubble.
What is it that makes gas power plants so much more attractive than renewable energy? From what I heard, it's a bit easier to build them very fast and they reliably produce energy on demand (as long as gas is available of course). But I imaging one could replicate this using solar/wind and storage units.
I could imagine that the challenge is that that having enough solar panels for a few gigawatts of consumption is hard to do on-site, so one needs to connect the data center to the grid, which, in turn, complicates matters and transformators are scarce right now.
Is this about right? I do hope that we find a way to do this more sustainably. AI doesn't solve climate change in the next few years, so clean energy isn't irrelevant.