A Disruption in the International AI Landscape?

A Disruption in the International AI Landscape?

David Wood explores Saudi Arabia's ambitious bid to become a global AI leader at the GAIN Summit in Riyadh. Can Saudi's vision disrupt the dominance of USA and China?
DW
David Wood
Sep 12, 2024
8 min read

In the years ahead, which countries will have the biggest impact on the development and deployment of AI?

The two most common answers to that question are the USA and China. Sometimes people put in a word for the EU or India – or the UKCanadaIsrael, or Korea.

Well, in one possible future scenario, another country may power forward to join this group of the biggest AI influencers – and, in the process, might disrupt the international AI landscape.

The country in question is the one where I’ve been for the last 72 hours, and where I will stay for two more days, namely, Saudi Arabia.

I’m attending the GAIN summit in Riyadh. The ‘GAI’ of “GAIN” stands for Global AI. The ‘N’ has a triple meaning: Now, Next, Never.

Credit: David Wood

To quote from the event website:

  • AI Now: How are the AI leaders of the world today deploying, scaling, and leveraging the technology?
  • AI Next: What does the future of AI look like and how will it impact people, businesses and government organizations?
  • AI Never: How do we ensure that the future we design is one that we want to live in and not a dystopian sci-fi?

The ‘A’ in GAIN could plausibly also stand for “ambition”, as the organizers have high ambitions. To quote again from the event website:

The Global AI Summit is the leading platform for advancing the global discussion on AI, where visionary experts, academics, corporates, and policymakers converge from every part of the world to shape the future of artificial intelligence for the good of humanity.

Of course, it’s one thing for a country to express big ambitions to play a leading role in the future of AI. It’s quite another thing to make significant steps toward that ambition. Therefore, as I approached the event, I didn’t know what to think.

Indeed, it was my first visit to Saudi Arabia. I found myself reminded of my first visit to China, way back in October 2002. On that occasion, I was representing Symbian, at what was described as the first UK-China CEO Forum. I recently came across a photo of that event – where my hair was a brighter shade of red than in more recent times!

Credit: David Wood

In both cases – my first visit to China, and my first visit to Saudi Arabia – I was unsure what to expect. It turned out that Shanghai was a bustling metropolis, with gleaming shops and a lively entrepreneurial spirit. The Chinese people I met were dressed nothing like the Chairman Mao suits that I had remembered reading about in my schooldays, and were impressively knowledgeable about technology and business. That visit was to be the first of many I would make in the following years, as Chinese companies steadily became more powerful players on the world stage.

That was 2002. What about my experience in the last 24 hours, in 2024, in Riyadh?

Part of the answer lies in numbers:

  • Over 450 speakers, spread over multiple parallel tracks
  • The speakers represented more than 100 different countries
  • Over 32,000 attendees expected during the three days.

These numbers are all significant steps up from the corresponding numbers from the two previous occasions this summit has been held, in 2020 and 2022.

The speakers include a host of prominent leaders from business and technology worldwide. Some examples:

  • Julie Sweet, the Chair and CEO of Accenture
  • Cristiano Amon, the President and CEO of Qualcomm
  • Marc Raibert, the Founder of Boston Dynamics
  • Martin Kon, the President and COO of Cohere
  • Brian Behlendorf, the Chief AI Strategist of the Linux Foundation
  • Nick Studer, the President and CEO of Oliver Wyman Group
  • Matthew Kropp, the CTO and Managing Director of Boston Consulting Group
  • Alan Qi, the President of Huawei Cloud
  • Yuwon Kim, the CEO of Naver Cloud
  • Caroline Yap, the Global Managing Director of Google Cloud.

Multiple segments of society in Saudi Arabia were well represented too – including an impressive number of adept, articulate women leaders, who had some fascinating pieces of advice.

With so many speakers, it is perhaps inevitable that some speeches fell flat – especially several of the ones about the governance of AI, where the conversations seemed to be going round in circles, with little appreciation of what I see as the risks of catastrophic harm if next generation AI is mishandled. However, the technical talks were generally compelling.

I particularly liked the talks by Andrew Feldman, Co-founder and CEO of Cerebras Systems, and Jonathan Ross, Founder and CEO of Groq. These two companies each position themselves as disruptors of the GPU market, and, hence, as potentially overtaking Nvidia. Instead of GPUs, or the TPUs developed by Google, they have created LPUs (Language Processing Units) in the case of Groq, and waferscale AI chips in the case of Cerebras. Both companies claim notable improvements in speed over previous AI chip configurations. I heard the phrase “like ChatGPT but insanely fast”.

Both Cerebras and Groq emphasized close partnerships with Saudi Arabia. Andrew Feldman of Cerebras described a special collaboration with KAUST (King Abdullah University of Science and Technology). And Jonathan Ross of Groq appeared on stage alongside Tareq Amin, the CEO of Aramco Digital. Ross gave three reasons for their company investing strongly in the country:

  • The abundance of energy resources in the country
  • The good business environment, that encourages and supports this kind of partnership
  • The geographical location, close to three different continents, so that the resulting high-performance AI cluster could serve the needs of up to four billion people.

It was while listening to these two talks that the Saudi ambition to become a global leader in AI started to become more credible in my mind.

I had already seen the strong enthusiasm in large numbers of Saudi delegates at the event. They were avidly leaning forward in their seats, to capture as much as possible of the advice being provided on the various stages. It seems that the country is aware of the need to transition away from reliance on the oil industry, and instead to actively participate in shaping the global AI marketplace.

There were many other talks and panels which left me with new ideas to consider. For example, I wished that Marc Raibert, the Founder of Boston Dynamics, could have had more time to develop his fascinating ideas further. He made the case that true intelligence involves an interactive combination of cognitive intelligence (“what’s going on in our heads”) and athletic intelligence (“what’s going on in our bodies”). That explanation formed the backdrop for the progress made by Boston Dynamics over the years, with robots such as Spot (commercially significant “today”), Stretch (“tomorrow”), and Atlas (“future”). In addition to his role at Boston Dynamics, Raibert is also the Founder and Executive Director of the AI Institute, whose website proudly reports that “The AI Institute aims to solve the most important and fundamental problems in robotics and AI”. As I said, I wish he had more time to continue talking about that work.

Earlier in the day, I watched a fascinating six-way round-table discussion on the subject “Hallucinations and Confabulations: when chatbots go rogue”, with speakers from KearneyMoznSaudi AramcoVectaraKAUST, and INF, who each had long careers as experts in various aspects of AI. The discussion went on for 90 minutes, but I would have been happy for it to continue longer, as it had lots of good-spirited clashes of ideas about the strengths and weaknesses of large language models, and possible approaches to add fact-checking components into the AI systems of the near future. One of the speakers, Amr Awadallah of Vectara, boldly predicted that AGI would exist by 2028. Part of his reasoning was his argument that ongoing improvements in RAG (Retrieval Augmented Generation) were steadily reducing the prevalence of hallucinations in the content being generated.

That kind of awareness of potential dramatic improvements in AI capability by 2028 was, sadly (to my mind) missing from what many of the speakers in other sessions were assuming. These other speakers were focused, in effect, on the “Now” of AI, and didn’t foresee many real changes for “AI Next” any time soon. Frankly, if they keep thinking that way, they’re likely to be disrupted themselves. Anyway, this issue is something I hope will feature again in the sessions on days two and three of this year’s GAIN. I look forward to these days with great interest.

I’ll end at the beginning. The day started with an artistic performance, symbolizing the sequential creation of ANI (Artificial Narrow Intelligence), AGI (Artificial General Intelligence), and then ASI (Artificial Super Intelligence). The narrator offered a positive vision of a beneficial relationship of humanity and superintelligence: “There will be no more confusion, and a golden age of progress will flourish, where men and machines, united by an unprecedented alliance, will walk together toward a destiny of glory and happiness”.

Having come to life, the ASI spoke to a young boy, who was a representative of humanity, saying “I am your new avatar, and I will become your best friend”.

Credit: David Wood

In response, the boy started singing what was said to be his favourite song. The music was increasingly stirring and the singing increasingly dramatic. Given the location, Riyadh, I could hardly believe what I was hearing:

Imagine there’s no heaven
It’s easy if you try
No hell below us
Above us, only sky
Imagine all the people
Livin’ for today
Ah

Imagine no possessions
I wonder if you can
No need for greed or hunger
A brotherhood of man

Imagine all the people
Sharing all the world

You may say I’m a dreamer
But I’m not the only one
I hope someday you’ll join us
And the world will live as one

The words and music of John Lennon’s “Imagine” have graced numerous stages over the decades, but somehow, for me, this was particularly evocative.

About the Writer

DW

David Wood

0 MPXR
David W. Wood, D.Sc., was one of the pioneers of the smartphone industry. He is now a futurist writer, educator, consultant, and speaker. As Chair of London Futurists, David has organised over 300 public meetings since March 2008 on futurist and technoprogressive topics. Membership of London Futurists currently exceeds 9,700. David is also Executive Director of the LEV (Longevity Escape Velocity) Foundation, where the mission statement is "conducting and inspiring research to comprehensively cure and prevent human age-related disease". As Principal of the independent futurist consultancy and publisher Delta Wisdom, David helps clients around the world to anticipate and manage the dramatic impact of rapidly changing technology on human individuals and communities. This includes the NBIC technologies (nanotech, biotech, infotech, cognotech) of the fourth industrial revolution, and the emergence of AGI (artificial general intelligence) and resulting “singularity”. Previously, David spent 25 years designing, implementing, and trailblazing the use of smart mobile devices, including ten years with pioneering PDA manufacturer Psion PLC, and ten more with smartphone operating system specialist Symbian Ltd, which he co-founded in 1998. At different times, his executive responsibilities at Psion and Symbian included software development, technical consulting, partnering and ecosystem management, and research and innovation. By 2012, his software for UI and application frameworks had been included on 500 million smartphones from companies such as Nokia, Sony Ericsson, Samsung, Motorola, LG, Panasonic, Sharp, and Fujitsu. From 2010 to 2013, David was Technology Planning Lead (CTO) of Accenture Mobility, where he also co-led Accenture’s Mobility Health business initiative. David’s books include The Singularity Principles, Vital Foresight, Smartphones and Beyond, The Abolition of Aging, Sustainable Superabundance, and Transcending Politics. He has a triple first class mathematics degree from Cambridge and undertook doctoral research in the Philosophy of Science. He has an honorary Doctorate in Science from Westminster University. He blogs at dw2blog.com and tweets as @dw2.<br>

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aaron bergman

1 year ago

<p>This is an excellent recap of the GAIN summit. David, I want to ask you one critical question. You explained that the possibility of true AGI in 2028 is not far fetched and if one fails to assume this, one might be disrupted. Okay, technically speaking the right answer is we don't know and therefore expecting this won't harm anyone. However, if we decide to dive a little deeper, the 2028 assumption is at best naively put at worst a hype prostitution for investment money. </p><p>Okay, let's ignore the current challenges on the software side, how about the hardware? It always amuse me when people complelety ignore hardware which is equally if not more important in the development of AGI or ASI. </p><p>Right now the hardware field doesn't show any hint that we will have a powerful enough processing unit (RAM and GPU) that can host AGI. Quantum computing is decades away and it is just an infant now. How can we say, as respected professionals, we might see AGI by 2028? This is only after 3 years, 3,months and a couple of weeks far. </p><p>Yes I know Moors Law has been in action in the last four decades, but we our now in stalemate decade. Hardware is not doubling. </p><p>I know you know this but I want to share the following for other people (to show them that Moor's law has been true in the hardware field). In 1990s, the cost of storing a terabyte of data was a little above 7 million dollars. Today, it is a little above 14 dollars. Storing a megabyte data costs a little above 9,000 dollars in 1950s but today it is 0.00002 dollar. Similarly the processing part has also witnessed an exponential changes: cost has declined and performance sky rocketed. The cost of computation today is less than 100 million time of what it costed in the 1970s,so do the math then. In terms of performance Gigaflop operations per second in 1990s was on average in the hundreds while today it's in billions per second.</p><p>Yet, do you know what it takes for true AGI, this needs to be in trillions if not hundred billions. There is a huge gap which the hardware side is not covering. </p>
<p>A beautiful recap; thank you, David.</p><p>However, I am surprised to see that you completely forgot to mention <strong>Japan</strong> as one of the leading countries in AI development. Furthermore, Japan is among the countries with the most significant impact on the development and deployment of AI. Assuming that Canada, Israel, Australia, Korea, and India will have more impact than Japan in this landscape is a mistake. Japan is on par with the USA and China, if not leading! Additionally, Russia is a major player in this field, often overlooked by the West.</p><p>Saudi Arabia has all the money, so if they are true to their ambitions, they could quickly become a significant player. However, they utterly lack the expertise, culture, and institutions, along with the individuals necessary to dominate the AI race. I do not expect them to change the game in this and the coming decade (maybe in 2040s). The only shortcut I see here is maybe they could seduce talent because money talks. I would not be surprised to see leading AI researchers from Japan, the USA, Russia, and China moving to the Saudi camp. If they do that, and if somehow they manage to create a favorable culture and living environment for such individuals, perhaps they will join the big league mid 2030s. Time will tell. </p>