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EU’s €200B AI Plan, Adobe Launches Firefly Video, Positron Raises $23.5M, Anthropic on AI Usage

Dominik Sansevere
February 13, 2025

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AI PREDICTIONS

Yann LeCun, Chief AI Scientist at Meta, predicts that current AI models will be replaced within three years by new architectures like Joint-Embedding Predictive Architecture (JEPA), marking a shift away from pattern matching toward more advanced capabilities. LeCun favors the term "advanced machine intelligence" over AGI and views intelligence not as a linear scale but as domain-specific capabilities, while emphasizing the importance of open-source development and democratized access to AI technologies. Drawing parallels to how the printing press led to the Enlightenment, LeCun suggests AI could trigger a "new renaissance" in human knowledge and capability, though he challenges popular narratives about catastrophic AI risks and instead emphasizes developing safer systems that augment rather than replace human intelligence.

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What’s happening in AI right now

The race for AI infrastructure dominance

The battle for AI infrastructure supremacy intensified this week with Europe's ambitious €200 billion InvestAI initiative. The European Union plans to build four specialized AI gigafactories, each equipped with roughly 100,000 advanced AI chips - a direct challenge to current market leaders.

Shifting power dynamics

While the United States and China have dominated AI development, Europe is making calculated moves to establish itself as a formidable player. Commission President Ursula von der Leyen's announcement of InvestAI signals more than just financial commitment - it represents a strategic pivot toward building a distinctly European brand of AI focused on accessibility and safety.

The strategy appears well-timed, coinciding with Equinix's launch of a €350 million data center in Meudon, France. This facility, combining high-performance computing with innovative sustainability features, exemplifies Europe's approach to responsible AI infrastructure development.

The computing power paradox

An interesting tension has emerged between traditional assumptions about AI development and newer, more efficient approaches. While Baidu's CEO Robin Li continues to emphasize the importance of raw computing power, Chinese startup DeepSeek is challenging this narrative with its newly released R1 model, which delivers superior performance with significantly reduced computational requirements.

This debate extends beyond technical considerations into geopolitical strategy. The myth of an imminent AI energy crisis, promoted by some political figures and tech executives, appears increasingly questionable as energy experts dispute claims of unsustainable power demands for AI development.

Global collaboration trends

A French-led coalition has launched Current AI, a $400 million initiative bringing together governments, tech companies, and philanthropic organizations. This partnership, aiming to raise $2.5 billion over five years, highlights a growing recognition that AI development requires diverse stakeholder collaboration.

Meanwhile, Cerebras Systems and Perplexity AI's partnership to develop ultra-fast AI search capabilities demonstrates how specialized hardware and focused applications might reshape competitive dynamics in established markets.

Looking ahead

The next few months will likely reveal whether Europe's bold infrastructure investments can effectively challenge existing power structures in AI development. Success will depend not just on raw computing power but on fostering innovation ecosystems that balance technological advancement with societal benefits.

European leaders seem to understand this nuance, emphasizing both technical capability and responsible development. Their approach might prove prescient as the industry grapples with questions of efficiency, sustainability, and accessibility in AI infrastructure development.

Will Europe's massive investment reshape the global AI landscape? The answer may depend less on the size of the investment and more on how effectively it catalyzes innovation while maintaining its commitment to responsible development. The coming months should provide interesting indicators of whether this balanced approach can succeed in an increasingly competitive global market.

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