GuShiio.com Wen| Rongzhong Finance
Behind the national system of Europe and the United States is the rare use of state power by capitalist countries to integrate market resources.
DeepSeek’s popularity has obviously made some people unable to sit still.
IT House reported on February 10. According to Reuters, French President Macron said that the country will announce private investment totaling approximately 109 billion euros (approximately 822.958 billion yuan) at the Paris Artificial Intelligence Summit that opened on Monday. Promote the development of the artificial intelligence industry. Among them, Canadian investment company Brookfield plans to invest 20 billion euros (about 151.002 billion yuan) in French artificial intelligence projects, and the United Arab Emirates’s investment in the next few years may reach 50 billion euros (about 377.504 billion yuan).
The French presidential palace said that the United Arab Emirates investment will include funding a 1 gigawatt data center. The Sunday Tribune reported that most of Brookfield’s investment will also be used to build a data center.
On January 23, 2025, Trump announced that the United States would launch the Stargate program. OpenAI, SoftBank Group and Oracle will invest US$500 billion (currently about 3.65 trillion yuan) in the next four years to build artificial intelligence infrastructure. To ensure that the United States maintains a lead in the global artificial intelligence competition.
Although this move was turned into ashes by the subsequent emergence of DeepSeek, the global ambitions of Europe and the United States in the field of AI are still clear. The platforms of the two presidents indicate that the development of AI in Europe and the United States must be done quickly.
The intentions of the president’s project
The national systems of Europe and the United States in the field of AI do not rely solely on government funding, but use policy guidance to leverage private capital to build a complete industrial chain and ecological barriers.
More than 70% of the 109 billion euros investment announced by Macron comes from private capital, covering applications from chip research and development (such as French semiconductor company Soitec) and cloud computing facilities (OVHcloud) to medical AI applications, transportation, energy and defense. At the same time, strengthen the entire chain of AI ethics and regulatory framework construction. The core logic is: the government attracts private capital through tax incentives, data openness and regulatory deregulation, creates a local European AI ecosystem, and reduces dependence on American technology.
For example, France has legislation requiring public data to be given priority to local AI companies, and plans to set up AI sovereign funds to directly participate in key startups. This investment plan covers all aspects from basic research to commercial applications and aims to build France into a global innovation center for artificial intelligence. Through this plan, France hopes to narrow the technological gap with the United States and China and play a leadership role within Europe.
The United States ‘$500 billion investment plan points directly to the AI infrastructure OpenAI responsible for large model research and development, Oracle provides cloud computing support, and SoftBank leads AI chip design through its ARM architecture.
Behind this giant alliance is a clear strategic intention: to build a U.S. standard for global AI infrastructure by controlling the three core elements of computing power (chips), algorithms (large models), and data (cloud platforms). For example, the U.S. government is promoting legislation that would require all overseas AI companies using U.S. cloud computing services to undergo technical review. The core goal of this plan is to ensure that the United States has an absolute lead in the global artificial intelligence race. It is hoped that through this plan, it will consolidate its dominant position in AI technology and industrial ecology, while curbing the technological rise of other countries.
The common feature of the European and American national systems is the combination of government leadership and private capital. European and American countries attract large-scale private capital to invest in the AI field through policy guidance and financial support. At the same time, the entire industrial chain is being laid out. From basic research to commercial application, European and American countries are building a complete AI industry chain and ecosystem. With a global competition-oriented attempt, the AI strategies of Europe and the United States not only focus on domestic development, but also focus on competing for technological dominance and market share on a global scale.
DS Megi
Although the DeepSeek technology boom has caused global shocks, indicating that China’s AI industry is rich and its innovation potential in the vertical field is very amazing. It stems from its two major breakthroughs: algorithm autonomy, which is developed entirely based on the domestic deep learning framework; The industry has been implemented rapidly, and AI companies have connected one after another. For example, in the pharmaceutical industry, DeepSeek cooperates with companies such as Hengrui Pharmaceutical and WuXi AppTec to complete the entire process from algorithm training to new drug target verification within three months.
However, AI is not just a big model. DeepSeek’s case reflects the success of a single breakthrough. However, the systemic shortcomings of China’s AI industry still exist. Faced with systematic competition from Europe and the United States, China needs to build a new national system of government-market-enterprise collaboration.
Industry insiders believe that China’s national system first needs to build a domestic AI computing power network to achieve infrastructure autonomy; accelerate the research and development of independent GPUs (such as Biren Technology, Moore Thread) and memory and computing integrated chips, and cooperate with Huawei Shengteng, Cambrian, etc. to build domestic computing power clusters to achieve chip breakthroughs; promote the deep binding of domestic deep learning frameworks (Baidu PaddlePaddle, MegEngine) with universities and enterprises, and establish open source funds to encourage developers to contribute; Establish a software ecosystem. Pilot data sandboxes in medical, transportation and other fields to promote the targeted opening of high-value data while ensuring security.
Experts believe that there are three potential directions for the AI industry: the first direction is after the first cycle of AI 2.0 represented by the big language model, the second cycle represented by multimodal, embodied intelligence, spatio-temporal intelligence, etc.; the second direction is the post-market of the big AI model, that is, the ecological emergence of the waist and long tail; the third direction is the end-side AI Agents (agents), especially those that can be combined with workflow and everyone’s personalized needs. Establish special support funds in fields where China already has an industrial foundation such as biomedicine (AI new drug research and development), new energy (smart grid), and agriculture (precision breeding); encourage AI companies and real industries to jointly build joint laboratories (such as DeepSeek’s cooperation with pharmaceutical companies) to quickly transform technological breakthroughs into productivity.
How to break the situation?
Although China has made remarkable achievements in the field of AI, it still faces many challenges.
China still relies on foreign countries for core technologies such as AI chips, algorithm frameworks and basic software, which risks being stuck. Although the number of AI talents in China is growing rapidly, high-end talents are still scarce, especially in the fields of basic research and cutting-edge technology. The national institutional model of European and American countries is accelerating, and China’s international competition in the field of AI is increasing day by day.
Industry insiders believe that four advantages are needed: 1. Increase investment in basic AI research, especially in core technology areas such as AI chips, algorithm frameworks and quantum computing. By setting up national laboratories and special funds, universities, scientific research institutions and enterprises are encouraged to jointly tackle key problems and break through technological bottlenecks;2. Accelerate the construction of an independent and controllable AI industry chain and ecosystem, and reduce dependence on foreign technology. Promote the localized replacement of AI chips, operating systems and basic software through policy guidance and market mechanisms. 3. Increase efforts to cultivate and introduce AI talents, especially in the fields of basic research and cutting-edge technologies. By setting up special scholarships, optimizing the scientific research environment and providing career development opportunities, we will attract the world’s top AI talents to work in China. 4. Accelerate the application of AI technology in real economic fields such as manufacturing, agriculture, and medical care, and promote industrial upgrading and digital transformation. Through policy support and pilot demonstrations, a number of typical cases of deep integration of AI and the real economy will be created.
Behind the European and American national systems is the rare use of state power by capitalist countries to integrate market resources; what China needs to explore is how to combine the traditional advantages of concentrating efforts to do big things with market vitality. DeepSeek’s case proves that as long as the bottleneck is broken through at the core and enterprise innovation is stimulated at the application level, China is fully capable of developing an AI development path that drives technology by scenarios and feeds back the foundation by the market. The future AI competition is not only a contest between algorithms and chips, but also the ultimate competition between national strategic wisdom and institutional resilience.
