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Comment by grim_io

7 hours ago

There is a big difference in compute requirements between EU and US.

EU needs to meet their own demand, the US wants to be the global provider.

No, I think most of the recent huge datacenter buildups are for US AI efforts only in the AI arms race, not to be rented out.

  • What is the AI arms reace to you?

    Isn't it to be the globally dominant provider of such a service? Everything else is in service of that goal.