European countries seem ready to fully embrace AI, but the Global consensus on AI remains unclear.
According to Zhito Finance APP, on Tuesday, world leaders continued to gather for the second day of the Paris AI summit's plenary session, discussing the prospects of consensus on AI and the Global regulatory framework. On the second day of the Paris AI summit, after French President Macron announced an investment of 109 billion euros for building France's AI infrastructure, European countries appear ready to fully embrace AI, but the Global consensus on AI is still uncertain, especially regarding whether the USA is willing to sign the statement supporting 'sustainable AI'.
It is understood that after French President Emmanuel Macron declared that France has joined the Global AI race led by China and the USA, with Europe eager for AI to significantly boost commercial prospects, representatives from nearly 100 countries, including China, India, and the USA, are prepared to attend, discussing whether to coordinate countries' competitive interests related to AI.
On the first day of the Paris AI summit, hosting President Macron urged European regulatory bodies to reduce red tape to facilitate the growth of AI in the region. Previously, the Trump administration relaxed AI regulatory standards, while the Chinese government supports the accelerated development of new consumption and promotes 'AI + Consumer' initiatives, continuously creating new products, new scenarios, and new hotspots for consumption. This situation highlights the significant strategic differences among the USA, China, and Europe regarding AI.
The attitude of European governments toward AI development is shifting from a cautious stance favoring strict regulation to one of support, which is also the core logic behind funding bullish on European stock markets. Although European stocks lean towards industry diversification, there are prominent technology leaders like ASML Holding, software giant SAP, semiconductor leader Infineon, and Be Semiconductor. Macron recently pointed out that avoiding the approach of 'regulating first, innovating later' is crucial. This signifies that Europe may place greater emphasis on balancing innovation with regulation in future technology innovation policies, rather than relying solely on strict prior regulation.
As AI technology takes root in countries across the globe, leaders' attitudes toward AI have also changed, shifting from initial security concerns to become a cornerstone of geopolitical-level competition, with countries competing to nurture the next AI super giant comparable to OpenAI, or even rivaling NVIDIA.
USA Vice President JD Vance will lead the USA delegation. Media reports indicate that Vance may deliver candid remarks on Europe's regulation of AI and its strict review of content by large technology companies.
Vance has long held strong criticisms regarding Europe's content review on American large technology platforms. In September, he stated that if European countries ease content regulations on Musk's social media platform X, the USA might reconsider its support for NATO.
Macron highlighted a point that differs from the consensus on AI development in the USA on Monday evening. In terms of power supply, France will not adopt a "drill, baby, drill" approach similar to the USA's oil production policies, but will utilize its clean energy system, allowing companies to "plug, baby, plug" to meet the immense demand for power resources required by AI, he stated. France is an ideal location for building AI infrastructure due to the supportive policy framework, skilled workforce, and robust power supply network, particularly the availability of nuclear energy systems.
In contrast, as the USA government withdrew from the Paris Agreement, the Trump administration sought to include non-clean energy sources like Shale Oil into the American Electric Power supply system to support the enormous power demand of the "Stargate" program. OpenAI and SoftBank, in partnership with Oracle, recently announced a massive AI infrastructure construction plan called "Stargate," with initial investments amounting to 100 billion dollars, which could expand to 500 billion dollars within four years, focused on the construction and expansion of AI Datacenters. The 500 billion dollar investment plan for "Stargate" greatly exceeds market expectations and has even been lauded by some media as the "Manhattan Project of the New Era." The returning USA President Trump stated that the government would facilitate all necessary support for the "Stargate" program through emergency declarations, especially to meet all essential power supply and energy demands behind it, including urgently needed land/building permits.
However, in terms of political consistency, one topic is that 2025 is not the year to re-regulate AI. President Trump has repealed the regulatory framework for AI development established by former President Joe Biden, which has been noted by Europe.
According to Macron, European governments have collectively demonstrated their ambition to support AI development, stating that European Commission President Ursula von der Leyen will announce a new AI Global Strategy on Tuesday, aimed at providing the EU with "a unique opportunity to accelerate and simplify our AI regulation, deepen the single market, and invest in computing power."
German Chancellor Olaf Scholz conveyed this message to attendees at the AI summit dinner on Monday: "I urge European tech companies to unite and collaboratively promote AI made in Europe."
On the "Business Day" of the summit, OpenAI CEO Sam Altman is expected to deliver a speech. A consortium led by Elon Musk announced on Monday that they have proposed acquiring control of the nonprofit organization OpenAI for 97.4 billion dollars. Altman immediately posted a response on X, stating: "No, thank you, but if you are willing, we will acquire your X for 9.74 billion dollars."
It remains unclear whether the USA and other significant countries will accept the draft statement from the AI summit released on January 30, which calls for an "inclusive approach" to AI, emphasizing multi-stakeholder participation, human rights, and supporting developing countries in AI development.
According to draft statements seen by the media, priorities include "avoiding market concentration" and "ensuring AI is sustainable for humanity and the planet."
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