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Datacenter Delusions - by Anton Leicht

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Simply building compute capacity does not make for a convincing national AI strategy.

AI policy analysts often present compute as a resource somewhere between oil from the 20th century and Spice from the science-fiction universe of Dune – a near-mystical resource that bestows wealth and political power onto its holders. That became obvious again in May this year, when the US government announced a major deal with the UAE on the export of AI chips. G42, an Emirati AI holding company, would purchase and run a large amount of frontier Nvidia chips. US observers have done well to analyse the deal from the US perspective, but I have seen less discussion on a central variable to…

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