Editorial: Rechenleistung wird zur neuen Währung – brauchen wir eine staatliche Reserve?
KI-Kapazität wird zum Rohstoff, handelbar wie Öl. Damit rückt der strategische Blick auf Deutschlands Infrastruktur. Und der fällt nicht gut aus.
Nvidia's CEO, Jensen Huang, concluded a $500 billion deal with six Wall Street giants this week. The executive of the world's most valuable company plans to turn his product into an investment class: computing power as an asset. Huang's wish will soon become a reality. Starting in October, the Chicago Mercantile Exchange (CME) will trade futures on chip rentals, similar to oil.
Investors are using computing power as the currency of the AI era. The volume of the story in recent weeks shows how much it impacts global capital markets: S&P 500 company profits grew 47 percent in the second quarter, a figure usually seen only after recessions. The same is true in Germany, where mainly chip center suppliers benefit from the construction boom in the segment.
If computing power becomes such a commodity, a question arises: Does a country like Germany not need a strategic reserve of computing power like it has for oil? This immediately leads to another question, which Digital Minister Karsten Wildberger already posed several months ago: Does Germany also need its own AI frontier model?
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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