I wouldn't be surprised if each of the frontier American labs and individually has compute access similar to the entire EU. Chinese firms are a more interesting comparison since there are a fair amount of great models there, and it's estimated about 15% of the ai relevant compute is in China versus maybe 5% in the EU under European companies (and 70% ish in the US is the most common ballpark I see)
More than 5%, I assume. From the combination of "5% in the EU under European companies" and "each of the frontier American labs and individually has compute access similar to the entire EU"
I dont't think that was meant to be implied: the EU actually has access to more GPUs than those hosted by European companies in Europe, just as US labs have access to GPUs hosted outside the US
The EU has intentional structural hurdles to pouring money into a predetermined single company. Both hurdles meant to fight corruption and nepotism, and hurdles meant to ensure fairness between the member states. After all, money to Mistral is money to France too, and you don't want countries to abuse such mechanisms
It's not impossible, but China is just much better set up for the nessesary level of government support
China has cheap coal powered electricity and leaders that make things happen. Europe has beaureaucrats that only love talking, high taxes and expensive energy.
It's a bit strange, but a huge handout from the EU/France and a huge AI lab investment round are different orders of magnitude. The necessary sums are just not politically possible. How do you sell spending the equivalent of ten USS Gerald Fords on a start-up? You don't.