The question was never do enough computers exist in Europe, but rather can Europe organize the capital and cross-company / cross-border relationships required to build a big model at scale. There the answer still looks iffy at best. This is where the US has, and continues to, thrive and where Europe can’t get out of its own way.
I don't believe Europe can build models that can compete with American ones. 1. In order to build competitive models, you need to offer competitive salaries and equity. Europe has very old and inadequate corporate law virtually everywhere but in UK. European labs cannot attract talent that can build such competitive models with the proper lack of incentives. 2. In order to build competitive models, you need gargantua…
This has always been an argument for "peace time" underperformance of european tech sector but I don't buy this argument for critical national security needs. Historically countries never needed to top the compensation charts to get talent. What they do need is a clear mission and ambition. This is what is missing in Europe