I wouldn't be surprised if each of the frontier American labs and individually has compute access similar to the entire EU. Chinese firms are a more interesting comparison since there are a fair amount of great models there, and it's estimated about 15% of the ai relevant compute is in China versus maybe 5% in the EU under European companies (and 70% ish in the US is the most common ballpark I see)
I think you are underestimating the amount of compute the US frontier labs have access to.
So, more than 70% of the compute on earth?
More than 5%, I assume. From the combination of "5% in the EU under European companies" and "each of the frontier American labs and individually has compute access similar to the entire EU"
I dont't think that was meant to be implied: the EU actually has access to more GPUs than those hosted by European companies in Europe, just as US labs have access to GPUs hosted outside the US