RT @itsolelehmann: I'm German.
Germany's ENTIRE AI data center capacity is less than 1/2 of just one site being built in Texas.
We have 530 megawatts of AI data center capacity in the entire country.
The US has 8.2 gigawatts. That's 15x more compute on a country with only 4x the people.
Per German, the US has roughly 4x the AI infrastructure.
One university computer at MIT is 4x faster than Germany's most important commercial AI facility.
The obvious reaction here is "so what, German companies can just rent compute from AWS."
But that's the same logic Germany applied to Russian gas for two decades.
Roughly 70% of German enterprise AI today runs on American cloud providers like AWS, Microsoft, and Google. Which means it runs under American law.
Every AI tool running in German hospitals, courts, ministries, banks, and factories sits on a foreign platform.
Here's why this can actually become problematic. Imagine these scenarios:
> The next GPU generation launches and American companies get access first because they own the data centers. German firms wait 12 months and pay 2-3x more for what's left.
> A frontier AI model gets released and US export controls block it from being deployed in Germany. SAP and Siemens watch American competitors integrate it for a year before they can.
> And in the worst case, a US president decides to use AI access as leverage in a trade dispute. German companies get cut off from the models their American competitors are still running.
All of them are compounding problems that will negatively impact the German economy (and everyone's standard of living/j…
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https://x.com/itsolelehmann/status/2055171838448128319#m