Recent trends show that European cloud providers are starting to develop their own advanced AI models, while startups focusing on physical world simulations are receiving significant funding.

最近的趨勢顯示，歐洲的雲端服務供應商開始研發自己的高級 AI 模型，而專注於物理世界模擬的初創公司也獲得了大量資金。

The European cloud services industry is shifting its strategy toward creating its own high-level AI models. OVHcloud, Europe's largest cloud provider, has announced plans to build these large systems from the ground up. CEO Octave Klaba emphasized that this move is necessary for the company's long-term survival, as relying on non-European AI technology is too risky. Furthermore, Klaba asserted that the cost of development has dropped significantly. Due to better hardware and the use of synthetic data, the estimated cost has fallen from one billion euros to between 150 million and 200 million euros. The company plans to use the Jupiter supercomputer and assets from DragonLLM to create a variety of specialized models, which they intend to make open-source once they reach a certain performance level.

歐洲的雲端服務業正將策略轉向研發自己的高階 AI 模型。歐洲最大的雲端供應商 OVHcloud 宣布計劃從零開始構建這些大型系統。CEO Octave Klaba 強調，此舉對公司的長期生存至關重要，因為依賴非歐洲的 AI 技術風險太高。此外，Klaba 聲稱開發成本已大幅下降。由於硬體改良以及使用合成數據，估計成本從十億歐元降至 1.5 億至 2 億歐元之間。該公司計劃利用 Jupiter 超級電腦與 DragonLLM 的資產來創造各種專門模型，並打算在達到一定性能水平後將其開源。

At the same time, venture capitalists are moving their focus from text-based AI to 'world models' that can simulate physical environments. A startup called Odyssey, founded by former autonomous vehicle experts Oliver Cameron and Jeff Hawke, has raised $310 million in Series B funding. This has given the company a total valuation of $1.45 billion. The funding round was led by Natural Capital and included support from Amazon and AMD Ventures. Odyssey is developing systems that can predict and interact with the physical world by using real-world data collected via cameras. Consequently, the company has partnered with AWS to use Trainium hardware, which helps them reduce their dependence on Nvidia chips.

與此同時，風險投資者的焦點正從純文本 AI 轉向可以模擬物理環境的「世界模型」。由前自動駕駛車專家 Oliver Cameron 與 Jeff Hawke 創立的初創公司 Odyssey，在 B 輪融資中籌得 3.1 億美元。這次融資使公司的總估值達到 14.5 億美元。本輪融資由 Natural Capital 領投，並獲得 Amazon 與 AMD Ventures 的支持。Odyssey 正在研發一套能透過攝影機收集真實世界數據，從而預測並與物理世界互動的系統。因此，公司與 AWS 合作使用 Trainium 硬體，幫助他們減少對 Nvidia 晶片的依賴。

In summary, the AI industry is currently focused on building independent European capabilities and expanding physics-based simulation models through large private investments.

總結來說，AI 行業目前專注於建立歐洲獨立能力，以及透過大量私人投資擴展基於物理的模擬模型。