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Can Europe train a frontier AI model on the compute it owns?

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Re: Can Europe train a frontier AI model on the compute it owns?

#31
Absolutely not, even if Europe was given all of the compute in the world. The issues are much much worse. Starting at "data privacy", continuing with the "EU AI Act" and just an overall mindset of regulation and German angst. Many structures in the EU actively prevent and fight against innovation. Oftentimes more subtle but the consequences stay the same. If you ever had to use one of the "sovereign" AI provides such as StackIT, OVH and the-like, I feel with you. It is just so bad in terms of product and performance, there is no comparison at all with Hyperscalers, and it shows. Eventually, it's a cultural and structural problem along the way and the future here looks horrible.

Re: Can Europe train a frontier AI model on the compute it owns?

#32
Can Europe train a frontier AI model?

It seems unlikely at the moment. The writeup you have is quite interesting, but notably distributed compute for frontier is at least a bump in the road.

As other's have pointed out, if resources across Europe came together there could be a good amount of resources today to do so, but it is fragmented.

Project Glasswing, and most recently the blocking of Fable 5 potentially only for non-US citizens have sparked more attention in the political spheres regarding sovereignty/competitiveness of European AI.

There as also this great write-up which explains the trajectory Europe currently has when it comes to AI compute here: https://europe2031.ai/

So theoretically: yes, but there doesn't seem to be a big enough will to attempt to catch up with the trajectory of American hyper-scalers.

Re: Can Europe train a frontier AI model on the compute it owns?

#34
post #22

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 gargantuan amounts of compute. And thus capital. How can you compete when big tech can just cough a handful of equity and raise $ 85 B like Alphabet is doing right now?

3. In order to have these datacenters financially feasible you need cheap energy. We don't have it. Some places like France have clean one, but it's still not cheap enough, you're still paying a 45-50% premium over some random South Carolina.

What Europe should do is to finally tackle its fundamental issues with corporate laws, startups and incentivize more money to flow into venture capital.

Essentially we need a bunch of Mistrals, but with more competition and better incentives.

There's plenty of brilliant European engineers and scientists that would gladly take some pay cut to work in Europe instead of US and could bring their expertise here, but you still need the right incentives.

Re: Can Europe train a frontier AI model on the compute it owns?

#35
post #31

Absolutely not, even if Europe was given all of the compute in the world. The issues are much much worse. Starting at "data privacy", continuing with the "EU AI Act" and just an overall mindset of regulation and German angst. Many structures in the EU actively prevent and fight against innovation. Oftentimes more subtle but the consequences stay the same. If you ever had to use one of the "sovereign" AI provides such…

Some of those seem like good things TBH.

Re: Can Europe train a frontier AI model on the compute it owns?

#36
They could, but why? US and China has poured Trillion of USD into training and any semblance of getting those money back seems like some far fetched dream. Currently there is no realistic path to profitability with these models.

What I see as usable product in the future are smaller specialized models which are able to run and be trained with fraction of resources what goes to current frontier models.

Re: Can Europe train a frontier AI model on the compute it owns?

#37
post #28

What is this whole thing about Europe being behind on AI? Do Mistral and DeepL not exist? Yes, I know DeepL is niche, but IMHO it is the best translation model out there.

It is behind in the sense that if tomorrow the US and China place an export ban on their models all we're left with are Mistral's ones.

They are not bad, and they have made huge progress, but you're still one year behind if not more.

May matter less and less as time progresses, or it may matter more if research further speeds up.

Honestly I wish capitalism and globalization kept working as they did for decades, but since more than a decade we're reverting to inefficient protectionist steps, one after the other.

Re: Can Europe train a frontier AI model on the compute it owns?

#38
post #31

Absolutely not, even if Europe was given all of the compute in the world. The issues are much much worse. Starting at "data privacy", continuing with the "EU AI Act" and just an overall mindset of regulation and German angst. Many structures in the EU actively prevent and fight against innovation. Oftentimes more subtle but the consequences stay the same. If you ever had to use one of the "sovereign" AI provides such…

We can debate the details and implementation but EU legislature is, at least in spirit, trying to protect human rights. What does it say about progress that the same laws that protect human rights also stifle innovation?

Re: Can Europe train a frontier AI model on the compute it owns?

#39
post #31

Absolutely not, even if Europe was given all of the compute in the world. The issues are much much worse. Starting at "data privacy", continuing with the "EU AI Act" and just an overall mindset of regulation and German angst. Many structures in the EU actively prevent and fight against innovation. Oftentimes more subtle but the consequences stay the same. If you ever had to use one of the "sovereign" AI provides such…

Some of those seem like good things TBH.

Yes, but they are incompatible with being on the forefront of AI.
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