"Great"
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I haven't seen any productivity or growth from AI.
All I see is increased liabilities and failures.
Or just skip this shit. We don't need "AI"
You know that AI/ML is not only LLMs, right?
Europe being “absent” from the AI safety debate may be the feature, not the bug. While Silicon Valley debates whether its own products could end humanity, Europe is asking the less cinematic question: why should our infrastructure, data and economy depend on a handful of US firms? Safety without sovereignty is just dependency with better paperwork.
Wdym abscent? The EU was among the first to regulate AI
And the EU has its own domestic AI, including Mistral which is one of the big ones. Not an AI fan myself but this is clearly nonsense
And even if they didn't AI is rapidly becoming a generic commodity. Just build a datacenter and plug in an off-the-shelf LLM. There's nothing to really catch up on other than infrastructure, which will be radically cheaper when the bubble pops. There is no crucial or indispensible IP for countries or even companies to own.
Given the current inflated costs (and the energy crisis), the best thing to do is wait until this shakes out and build in the future with a clearer understanding of the destination.
infrastructure, which will be radically cheaper when the bubble pops
I wouldn't count on that unless the popping sound is nuclear. Demand for AI is not going anywhere, even when companies fail and investors lose out.
What will improve prices for everyone is better algorithms and more efficient chips for them, helping supply to catch up with demand.
We must disagree on what a bubble is or whether AI is a bubble, because what you're saying seem nonsensical to me.
Demand for AI will slowly grow, but the insane prices for components will come down because what is driving those prices is speculation about future growth, not actual current, near- or even medium-term demmand.
Another thing to consider is that AI infrastructure is barely infrastructure at all--you have to buy new GPUs every 5-or-so years, at a tremendous cost. If you build a data center, they, in a sane world, those GPUS need to pay for themselves before the next batch of GPUs comes in.
There really is no reason to go nuts building temporary infrastructure when the price is at its peak. Please, I'm begging you, start making sense.
Current demand for AI seems anything but slow.. do you think this hardware is being hoarded by large buyers, instead of being put to commercial use ASAP?
Whether it takes 3 months or 5 years to pay for itself is a valid Q though, and there is an element of risk that these companies take on with large hardware purchases in a rapidly evolving industry. Ultimately profits will need to cover any debts they take on, and there's only so much private investment money to go around... I expect to see more consolidation as this plays out.
Owning datacenters with secure energy sources seems like a safe bet though, and is probably the bigger initial investment.
Circular financing from NVIDIA is selling more cards than can be installed. The business press is absolutely supine on this, but it's likely there are qute a few purchased GPUs sitting in warehouses.
https://infrathesis.substack.com/p/gpu-bought-cant-build-data-center-bottleneck
Edit: "What do you mean people aren't finding a lot of gold? Don´t you see how many pans have been sold?!"
We should really think about the (our) AI Corpus first: https://aicorpus.eu/
The title doesn't make much sense so I haven't read the article. No, experimenting with LLMs/"AI" doesn't automatically make you "dependent on US/China tools". The same way as drawing cats doesn't make you a Egypt colony.
Shun it and have a population of people who can solve their own problems. Use it and gain a population that give of even basic decision making skills.
Europe does not invest much into technology; Europeans in general don't like technology. Let the Europeans be good humanist progressives, and leave them alone. They are not in a rat race for dominance.
Europe does not invest much into technology
We invest shitloads, we invent shitloads. The problem is you don't hear about it because it's bought up by US tech companies to be announced as one of their new products. Ask Americans who invented many of the key milestone technologies and they'll reply with a list of Americans. They're then shocked when they found out that those Americans are actually only the ones who patented it first and that it was first invented in Europe.
Not dominace but values: https://aicorpus.eu/
Besides hardware manufacturers (nvidia et al) not a single company is growing because of AI.
Shun the technology and lose out on growth feel the JOMO (Joy of Missing Out).
There, fixed it for you.
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