Lennart Heim

I think it's fair to say compute is like the currency of AI.

Every time it's being produced requires computing power.

If you have less compute, you've got less AI workers and population size is pretty important for economic growth.

Let's look at the status quo.

I think like 60 to 70% of all supercomputers are in the US.

I'm not an anti-trust lawyer, but I think this is at least something one should look into.

I don't think the plan is like every country is going to like redevelop the whole tech stack and come up with their own solution.

Again, maybe I'm a little bit too much kumbaya.

It would be nice if we can just get together and just say like, here are the standards, here's how the democratic world is doing AI.

So the argument which I'm putting forward in this essay is basically inspired what happened with DeepSeek.

Everybody freaked out.

Some people were just expecting there's like this really big lead and it's like really, really hard to build competitive AI.

Don't get me wrong.

Not everyone can do it.

But I think like actually more actors than many people assume can build competitive models.

In particular, being like running behind is actually easier than many people expected.

What I mostly work on is the importance of compute.

And I'm just always asking, well, there's these many data centers, there are millions of GPUs out there.

How are they being used?

Sure, tens of thousands of them are being used for training systems.