Hi pmanen,
To be fair, I know a few of the authors of the scenario tangentially, and one of them more closely. Easy to engage in good faith when I feel confident that the authors actually do care about the topic, are not bought by Silicon Valley, and are not in any way as reckless as “the likes of Marc Andreessen”. While I agree much more with your takes and policy position than their’s, I do want to emphasise that I think they very much deserve engagement in good faith, and with an eye to exploring strategies in an uncertain world constructively rather than dogmatically.
I haven’t looked in any detail at the modelling they did, so can’t comment on your skepticism with regards to that. On the two more substantive points, there’s not much need for me to comment, because I largely agree that the arguments the authors on these two fronts make are dubious (/underdeveloped). I would be curious to hear how proponents of massive data centre build-outs in Europe (or other “democratic middle powers”) would respond? Can we get to the crux of what divides serious analysts on this topic, and is there any way to make progress on resolving that crux (or, at least, understanding which irresolvable value differences sit at the core of it)?
I appreciate the bullet points at the end that raise the political angle intertwined with the discussions I’m calling for. I didn’t emphasise that angle a lot in my original post, because I hadn’t thought about it a lot; reading your quick notes, I think it does merit thinking about, so that’d be worth adding to my list of “questions I’d love to see contested and discussed”. Are you okay for me to take your notes as input to make an addition in the original post (would add a footnote linking to your comment as a source)?
Thanks for the recommended readings! I gave them a quick skim for now, and have added them to my own reading list as well as the still-very-incomplete-and-provisional living resource repository mentioned in the post: EU_AI_geopolitics_resources.
Sure! I haven’t done any serious research on this particular topic, so the sentence expresses more of a general worry (derived from how I think the political economic system generally tends to function).
The worry, in brief, is something like this: Large industrial projects in Europe are governed by fairly stringent environmental and social/labour standards. Such projects take more time and are more expensive than they would be if there were fewer / less stringent standards. Corporate actors thus often advocate for a loosening of standards, which [in my understanding of the world] would benefit their private interests at the expense of our collective interests in environmental protection and decent working conditions (the latter furthers social stability, a collective good). Competitiveness-related arguments are regularly employed in order to shift the debate to privilege private interests over collective interests, by making it seem that the two are synonymous [the belief that they are not synonymous is, again, based in my understanding of the world / political economy].
I think there is good reason to believe that European efforts to attract data centre build-outs by/in collaboration with US frontier companies would lead to a weakening of the environmental and social/labour standards that would usually govern such large industrial projects. Beyond this, I think there might be AI-related regulations that become weakened, or pre-empted, if corporate interests succeed in depicting AI infrastructure (and a friendly regulatory environment for such infrastructure) as an essential element in preserving European wealth and prosperity.