I wrote about the notion of survivability before – survivability requires portability. If your application is not portable – meaning it can’t use alternative infrastructure then your application is contingent on someone else. And that if you are contingent on someone else, you are already dead.
If I were a European government and a military/political leader, the argument DJT made would be the following: we can destroy any business that depends on US frontier models at a moment’s notice. The decisions can be “because the US government doesn’t like Anthropic,” to “somebody bought Anthropic,” to “whatever crazy decision the US made”
Any critical infrastructure can not depend on a US-based model any more than it could depend on China. Therefore, European AI researchers and governments will start spending beaucoup dollars to build alternatives.
The interesting thing is that open-source models are increasingly good enough. The problem is that even if you have the hardware, the MODEL is what the US government banned.
The only way to guarantee sovereignty is to have a copy of the model weights locally and to use the model without communicating with anyone under the jurisdiction of the US government.
The case for -on-prem-ai- was made by the US government’s actions for any institution that has to serve customers who won’t be very impressed with their vendor saying, ” Well, the reason I can’t serve you in France is that the US government made a decision.
As a Frenchman, my reaction would be – “You are a French company, I am paying money to you, and I want that physical good, and you can’t sell it to me?”






