I think there’s a pretty good case for middle powers / stable democracies trying to do massive compute buildouts in order to have leverage over the far future; they’re credible treaty partners for both the US and China, and US-China trust is imo one of the biggest blockers for a treaty. Also (relatedly) they can pioneer good tech stuff that both sides might be willing to adopt, including safety, security, transparency/oversight measures, and treaty-verification tech.
The obvious LW rejoinder is—isn’t this just OpenAI again? I think it’s more like Anthropic again—deliberately setting up “the ethical frontier actor” to raise standards (and also to plausibly win, which seems less good to aim for here).
A key question is, how much would this be reallocating compute rather than inducing more compute manufacturing?
I’ve heard the claim it’s basically reallocation, iirc because “ASML & TSMC’s infra is really expensive and takes many years to pay off, so they’re risk-averse; ASML has 1y+ lag times, new fabs have multi-year lag times, and TSMC won’t redirect manufacturing from phone chips unless there’s clearly long-term demand”. Also because the most feasible way for a non-US country to fund this is via US frontier lab
Yep, I could have been more direct—it seems pretty bad and also mostly infeasible for middle powers to aim to win. (Not totally infeasible in edge cases.) I was contrasting with Anthropic, which joined the race both to raise standards and with a serious hope of winning.