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助力欧洲人工智能未来:公共资金助力战略性人工智能项目和超级工厂.pdf

上传人: 云朵 编号:937496 2025-10-15 12页 2.18MB

1、 european economics8 October 2025 0World Summit AI-Amsterdam,8 October AI Gigafactories:An economic perspective on public funding&support european economics8 October 2025 1Founded in 2009,european economics is a recognised pure-player consultancy in public fundingWe help our clients design&implement

2、 turnkey public funding solutions for their strategic projects in EuropeWHO WE ARE400 MAverage project size up to several billion euros50 MMinimum funding requirement200Clients high growth SMEs,mid-sized companies&large multinationals,all industrial sectors250Total projects supported since 200998 B

3、of activities43 B of public funding secured 5.8 B in 2024 european economics8 October 2025 2OUR SERVICES IN EU PUBLIC FUNDINGPublic funding in Europe falls under specific regulations(including competition law)Various pieces of EU regulation apply to a variety of projects(R&D,First industrial deploym

4、ent,capacity building)Administrative procedures at Member State+EU level can be burdensome and long before the company can receive the first instalment(1-2 years procedure)Aligning project design with applicable regulations is essential to maximise access to public funding,craft targeted application

5、s,and achieve a high probability of successeuropean economics provides these services on a day-to-day basis european economics8 October 2025 3Data is the oil of the 21st century AI Gigafactories are the factories of the 21st centuryAI factories are an infant industryProduction function:Huge data+hug

6、e low carbon electricity+talent=Large Language Models/AI modelsAI Gigafactories lie at the cutting edge of computational power+power consumptionAI GIGAFACTORIES,MORE THAN JUST COMPUTATIONAL POWERDatacentres maximise IT throughput AI Gigafactories reduce time-to-model while managing scale orchestrati

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根据《Data》标记内容,全文主要围绕AI Gigafactories的经济视角展开,强调其在公共资金和支持下的重要性。以下是关键点: 1. **AI Gigafactories的经济规模**:平均项目规模达4亿欧元,总项目支持金额达430亿欧元,2024年公共资金支持达43亿欧元。 2. **AI Gigafactories的资本支出(Capex)**:约89亿欧元,包括GPU、服务器、存储、电力分配和冷却系统等。 3. **运营成本(Opex)**:约8.3亿欧元/年,包括能源、IT维护、设施运营和维护等。 4. **AI Gigafactories的定位**:对需求侧影响不大,但对供应侧影响显著,涉及数据主权、能源供应链和区域治理。 5. **竞争格局**:美国、欧洲和中国在AI Gigafactories领域各有优势,但欧洲需加快步伐。 6. **公共资金的作用**:帮助新进入者克服高门槛,保护欧洲在技术前沿的参与权,并促进AI Gigafactories的社会价值。
欧洲如何领跑?" AI巨工厂的助推器?" AI巨工厂的经济视角"
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