Personally I'm hoping for EU to step up a bit
The EU is not a state or some federation. It's like a NAFTA+ It unfortunately doesn't have the risk averse VC system (or pragmatic state driven like China) ecosystem to support the scaling required.
But if models will be commodities, maybe that won't be such a terrible thing longterm?
Seems incredibly unlikely, doesn't it? (I hope for the same thing but it feels almost like wishful thinking!)
Personally I don't. Wasting enormous amounts of resources on a technology that doesn't make money, can easily be copied, and eats up everyone's energy while at the same time can be downloaded over the internet is kind of stupid.
The fact that China could catch up in what, two years, shows that this is a commodity.
EU is out of game and can't be back anytime soon.
We'll make sure there will be enough regulations to have neither the electricity to power it or the companies to build it.