I te wā e hondia ana te whakataetae pūnaha AI kei waenganui i Haina me Amerika, kei te huna a Īropi i te hanga i ētahi 'tinga mana'. I te 9 Hepetema 2025, i pānuitia e te kamupene taputapu pūtitaha o Nēherelani, ASML, te haumi tata ki te €1.3 piriona (US$1.5 piriona) ki te kamupene tīmata AI Wīwī o Wīwī, Mistral AI, ā, kua riro ia hei kaipupuri moni matua o waho. He wāhanga matua tēnei o te huritau C o Mistral o €2 piriona, nā reira kua piki te uara o te kamupene ki te €11.7 piriona (tata ki US$13.8 piriona), he rekoata mō ngā pakihi AI o Īropi. I kī tonu te Heamana o te Komihana o te UE, Ursula von der Leyen, he 'tauaronga mō te mana motuhake AI o Īropi' tēnei haumi, ā, i whakahou ia i te kōrero kia tukuna e te UE te €50 piriona (tata ki US$51.6 piriona) hei tautoko i te taiao AI ā‑rohe. E ai ki Reuters, e hono ana tēnei hononga ā‑ao i te pūhardware me te pūmanawa AI, ā, he tohu hoki nō te hurihanga rautaki o Īropi mai i te kaihoko hangarau ki te kaiārahi auahatanga, hei whakataetae ki OpenAI o Amerika me DeepSeek o Haina.
I piki tere te rongonui o Mistral i raro i te ngākau ki te 'ā‑rohe' AI o Īropi. I whakatūria i te 2023 e Arthur Mensch, tētahi kaitohutohu o DeepMind, kua tīmata tēnei kamupene o Pārī o te reo ki te whai i te tauira kōrero tuwhera Le Chat, ā, kua kukume mai i ngā tāngata nui pērā i Microsoft, Nvidia me Salesforce. I muri i te huritau B i te 2024 me te €5.8 piriona, i tuku a Mistral i te tauira Mistral Large 2, ā, i taka ki te 84% i te ine MMLU mō ngā mahi maha o te reo, e whakataetae ana ki te GPT‑4o a OpenAI. I te huritau C, kei te 65% te wāhanga o ASML me te haumi €1.3 piriona, nā reira kua neke ake tona pereki ki runga i te 20%. I roto i te hui karanga ki ngā kaipupuri moni, i mea te Tumuaki o ASML, Peter Wennink: 'Ehara i te mahi aroha tēnei haumi, he rautaki — me whai tātou i te āhua AI motuhake i Īropi kia kore e tino whakawhirinaki ki ngā mana o waenganui i Haina me Amerika.' Hei kaipakihi rangatira o ngā mīhini tohu whakamārama‑pūwae (EUV), ka taea e ASML te āwhina i a Mistral ki te ārahi i te pai o te taputapu, me te whakapai ake i te tere whakangungu mō te tauira e ai ki ngā tatauranga ka piki tata ki te 30%, ā, ka tautoko i te whanaketanga o tētahi 'GPT o Īropi' hei mano ngā kāri parameter.
Kei te tōrino te whakaaroha o te UE i runga i ngā take ā‑pāpori me ngā hononga ā‑rawa. Mā te whakawhirinaki roa ki ngā ratonga kapua a Amerika (pērā i te AWS e toru tekau mā whā ōrau o te maakete AI o Īropi), ka pāngia a Īropi e te kaupapa mana raraunga me ngā mōrearea o te rārangi tuku. I te Hui Haumaru o Munich i te Huitanguru 2025, i whakapuaki a Von der Leyen i te mahere 'Te Whenua AI o Īropi' me te tuku €50 piriona hei kapi i te rangahau taketake, ngā tono umanga me te whakangungu pūkenga. Ko Mistral tētahi o ngā kaihua nui i whai painga: i roto i te pehanga kaimahi ā‑rohe, mā te Pēke Haumaru o Īropi (EIB) ka whai wāhi anō te €500 miriona kia tautoko i te tuku ao o te tauira tuwhera Codestral. E ai ki te Financial Times, nō te Ture AI o te UE (i whai mana i te 2024) tēnei nekehanga, e tika ana kia noho ā‑rohe ngā pūnaha AI mōrearea‑nui kia kore e puta raraunga ki waho ki Amerika rānei Haina. 'Kāore e taea e Īropi te whakaae kia noho te AI hei tāpiritanga ki ngā kapua o Amerika,' i mea te Minita Ōhanga o Wīwī i te Wiki Hangarau o Pārī, ā, i akiaki ia i ētahi pūtea ā‑motu kia whai wāhi. Kua whai i te tūnga a Tīwhana me te Rongonui o Kīni taipitopito, ā, i whakapuakina e Tiamana me te United Kingdom te heke o €10 piriona anō hei tautoko i ngā tīmata pēnei.
Ko te pūtake whakataetae a Mistral e hāngai ana ki te 'kura Īropi': kei te noho ki Pārī, neke atu i te 300 ngā kaimahi, me te aro ki te tuwhera me te tūmanako haumaru raraunga. Mā te rāhuitanga Apache 2.0, ka āhei ngā kaipūkaha o te ao ki te whakarereke kia kore utu, ā, i te Hōngongoi 2025 i tukuna a Mistral Nemo hei tuwhera, nō reira i tikiakehia e te nuinga neke atu i te 5 miriona wā, ā, i runga i te rārangi o Hugging Face i roto i ngā tuunga o runga. Ehara i te mea pērā i te rautaki kapi a OpenAI, e whakawhirinaki a Mistral ki te 'AI whakamārama', ā, i whiwhi ia i te 92% i runga i te paearu matihiko GSM8K, he pai ake i te 90% o Meta Llama 3.1. E ai ki TechCrunch, mā te mātanga pūtukatuka (chip) a ASML ka āwhina i a Mistral ki te waihanga i tētahi anga whakangungu whai hua, ā, ko te whāinga kia tukuna he tauira o te mano piriona parameter i te 2026 e tautokohia ana i roto i ngā reo maha me te rorohiko pito‑kore (edge computing). Ka toro tēnei hononga ki te ahumahi huri nei: ka tuku a ASML i ōna hangarau EUV hei tautoko i ērā hoa taputapu pērā i Graphcore ki te whakawhanake i ngā kōwhiringa hei whakakapi i ngā hua NVIDIA i Īropi.
Heoi, he huarahi hiraka te ara ki te mana motuhake AI o Īropi. Ko te ngoikore pūkenga te take matua: e ai ki te MacroPolo global AI talent tracker, neke atu i te 300,000 ngā kaimahi AI i Īropi, he toru tau te rahi i te United States. Nā ngā utu teitei o Silicon Valley me ngā aukatinga manene, e kaha ana te rerenga mōta; e 25% te ngaronga o ngā kaimahi mātauranga AI i Wīwī. Ka whakapōrearea hoki te taumaha ture: kei raro i te Ture AI ngā whiu mō ngā pūnaha mōrearea‑nui ka piki ki te 7% o te hoko; me haere tonu a Mistral ki te whaipānga ki ngā tikanga. Waihoki, ahakoa ko te whakawhirinaki ki ASML he rongoā mō te take pēpu, kei te pā tonu ngā raru rārangi tuku ki ngā whakahaere whānui o Amerika me Haina — kua whakatōngia e ngā here kaweake o Amerika he pikinga i te utu whakangungu AI ki te 20%.
Ka whakatauritea ki Haina me Amerika, e kitea ana te rautaki 'āta, tau' o Īropi. Kua nui te uara o OpenAI ki runga i te US ki te neke atu i te US$300 piriona, ā, e whakawhirinaki ana ki te rangatiratanga o ngā GPU a NVIDIA; ko DeepSeek o Haina e whakahaere ana i te whakangungu tauira tuwhera i te utu tata ki te 30% o te utu o Amerika. Ahakoa he nui te €50 piriona o te UE, ka wehea ki waenga i ngā whenua e 27, ā, he uaua te whakatinanatanga. Ko te NYT kua kī: 'He tūmanako a Mistral, engari me kotahitanga ā‑mārama o te mākete kia kore e tūpono ki te patu i te kaha o Haina me Amerika.' E whakapae ana ngā tohunga ka piki te wāhanga mākete AI o Īropi i waenganui i te 5% me te 15% i te 2027, engari me whakatau i ngā raru pūkenga me te whakakahoretanga pūtea.
I te maakete ā‑ao, i kaha te pānga: i muri i te pānui haumi i te 9 Hepetema, i piki te utu o ngā pūtea ASML e 3%, ā, i āhua piki ngā kamupene hangarau o Īropi i te tukunga uara o Mistral. I whakaputa te Tumuaki o OpenAI, Sam Altman, i tētahi karere ki X: 'He pai te haumi a Īropi ki te AI ā‑rohe, engari he mea nui ake te mahi tahi tuwhera — me whakamātau i a Nemo a Mistral.' I whakautu mai a DeepSeek mā te tuku tauira tuwhera anō, ā, kua kaha te whakataetae. E ai ki te Financial Times, 'Ko te uara €11.7 piriona he whakapuaki i te whakaaro a Īropi ki te anga ki runga i ngā mana nui o Haina me Amerika, engari roa tonu te ara ki te mana motuhake.'
Ki te titiro whakamua, ko te 'GPT o Īropi' a Mistral pea hei ārahi i te huritau rānei. Ko te tukunga o te tauira i te 2026 ka whakamātautau i te kaha o te hononga: mēnā ka angitu, ka huri te moemoeā 'Whenua AI o Īropi' mai i te whakaaro ki te āhua tūturu, ā, ka whakamōhio i ngā umanga pērā i te rāngai waka, pūtea me te hauora hei āwhina ki te āhei ā‑rohe. He mōrearea tonu: ka taea te tārua ngā tauira tuwhera, ka whakautu rānei a Amerika me Haina mā ngā here kaha ake. Ko te moemoeā a Von der Leyen mō te 'Whenua AI o Īropi' ka tū ai rānei, ka riro i te atamira o te mārama ki te taurite i waenganui i te auahatanga me te whakaritenga ture.