Microsoft Invests Billions in European AI, But Lags Behind US Spending
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Microsoft is investing billions in AI infrastructure in Europe, but the investments are small compared to what US companies are spending domestically.
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Governments are increasingly taking actions, like export controls and subsidies, to promote domestic AI industries and limit other countries' access.
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Securing access to compute power is becoming central to countries' AI nationalism policies, but smaller countries can't match the scale of US cloud providers.
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Building sovereign compute clusters likely won't allow smaller countries to keep up, so power sharing frameworks may be needed.
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As AI grows in importance, relying on leading providers may be more practical than trying to directly compete.