My understanding is that they fell behind on offering the latest gen Nvidia hardware (Blackwell/Blackwell Ultra) due to their focus on internally developed ASICs (Trainium/Inferentia gen 2).
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I didn’t see any mention of EU’s last attempt to build a sovereign cloud: Gaia-X. I think that didn’t really go anywhere due to disagreements over technical direction. Much like Quaero.
Don’t get me wrong, I hope it goes better this time and the author acknowledges the many pitfalls of such a complex undertaking.
" Innovation Mindset: Willingness to explore new technologies – especially related to trust frameworks and associated standards –, staying ahead (no kidding!) of main-stream industry trends (This is a real requirement, not ChatGPT – just look into our GitLab repos!)."
I checked their public GitLab and it's puny. Moreover, I suspect based on the use of bold and bullet points that the job description itself went through ChatGPT.
Without protection, a EU hyperscaler will never emerge. It's not that any hypothetical future EU hyperscaler would be an inherently less competitive. It's just plain old first mover advantage. Cloud computing is a VERY sticky good, and once folks got on AWS/Azure no matter how good your product is there's no way larger customers are going to migrate off to some "risky" startup (thus keeping scale small).
Source: I worked on a sovereign cloud PaaS in Germany. Admittedly the project was a disaster, hiring talent in the infrastructure space here is really tough. Probably mostly due to a lack of opportunities to acquire experience domestically and noncompetitive wages limiting migration of those with experience.
Gaia-X is a total dumpster fire though, perfect example of what's wrong with the EU. All the money was spent paying bureaucrats, consults, and standards committee folks to architecture astronaut and design by committee sovereign cloud "standards" bullshit bingo. None of the money went to the engineers.
We should really copy the Chinese approach here, straight out clone a subset of the best/most popular parts of AWS/Azure/GCP. I'm open to contracting opportunities in this space BTW (email in profile).
It's more or less covert subsidies for the usual suspects. In Germany that means the like of Fraunhofer-Gesellschaft, Atos, Bosch, Deutsche Telekom, SAP, BMW and Siemens get some millions (and by "some" I mean around 200 million euro). If there's no outcome, like in the GAIA-X case, it's just bad luck for the taxpayer.
Disagreements over direction should be solved by making separate orgs/initiatives to go test each approach.
Better than funding “one true initiative” and force people to work together to keep the funding.
The VC funding model succeeds in experimental domains by letting many experiments run at once. Kind of a form of Darwinism. How to do that with funded initiatives is a really interesting challenge.
The impression I have, but I may be wrong, is that investors in Europe want a return on every investment. Failure is not an option. Which kind of choke innovation.
well put! making sure that the new, memory safe code interoperates with the old code and is equally well supported by tooling takes an incredible amount of work.
