My humble opinion as an European citizen: let the US sink $500B in GPUs if they feel like it. I think they have bigger problems than marginally improving next token predictors, but who am I to judge. We'll just distill their models for a fraction of the cost, if need be. There is no moat in AI.
The AI race is not about innovation, it's about speculation. I do believe the tech holds promises, but as it stands now, the primary goal of AI is to attract capital. The benefits of AI are going straight up, siphoned by tech billionaires, and I don't see many improvements in the lives of my American friends.
Is there truly a moat there? Is there truly some very secret sauce that one must learn? Or can the results be replicated in reasonable time when they are developed.
Does it make sense to burn lot of money now? Or more to wait the technology and field to mature and then buy it for commodity prices. Think back to solar and wind power for example.
The AI race is not about innovation, it's about speculation. I do believe the tech holds promises, but as it stands now, the primary goal of AI is to attract capital. The benefits of AI are going straight up, siphoned by tech billionaires, and I don't see many improvements in the lives of my American friends.