Reflections on #AISummitParis The AI Infrastructure Build-Out We are witnessing the birth of Industrial Intelligence—a shift that demands an entirely new type of infrastructure. We’re in the build-out phase—constructing the industrial backbone of the AI economy. A race
@ninadschick
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France’s Nuclear Grid: AI Infrastructure Advantage
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It's all about the energy baby. France runs a 75% nuclear-powered grid, unlike its European counterparts still hooked on fossil fuels and energy imports. France even exported 90 terawatt-hours of electricity last year. This gives France a unique advantage to scale AI
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France Powers Data Centers for AI Infrastructure
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And in the meantime France will power the data centres
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Germany’s Green Energy Trade-offs and Industrial Competitiveness
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I’m German, I understand the context. It’s just a question of being honest about the trade offs. Don’t think the Germans voted for perverse outcomes like going green to burn coal, or for decimating the competitiveness of their industrial backbone.
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Brain Drain: British Migration to Dubai Over Oxford
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I guess that’s why there are more Brits in Dubai than in Oxford now.
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German Energy Policy Threatens AI Economy Competitiveness
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So, to reiterate, German energy policy is not only decimating its industry (have you seen what’s happening with cars in China?) but it also means it can’t compete at precisely the moment it needs to pivot to the new AI economy. Plus, for all the engineering excellence,
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France’s nuclear power drives €109bn AI data centre investment
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Looks even worse for Germany now. France’s €109bn investment into AI data centres was BECAUSE of its nuclear. Everyone will need energy for compute, it is how you build & deploy AI. And it’s not a one time thing, it need sto be on 24/7 (renewables not good at that.) Germany
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Open Source Requires Energy and Computing Infrastructure
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Even open source needs ENERGY + COMPUTE to run, don’t bet against either.
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Full Stack Infrastructure Players Retain Most AI Value
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No. The ‘full stack’ infrastructure players retain the most value. You literally can’t build or run the best/most efficient models without their energy, data centres, hardware, compute. It means just being ONLY a model builder is a losing game, that’s why Open AI is trying to