Computing power has become an indispensable basic resource; Bridgewater: We should regulate AI computing power giants.

As the artificial intelligence industry accelerates its concentration in a few leading companies, the focus of AI regulation is shifting from issues such as model security and data usage to the core infrastructure supporting AI development—computing power.

According to The Information, Greg Jensen, co-chief investment officer of Bridgewater Associates, said that the world’s leading AI computing power holders need to be subject to additional regulation similar to that of large financial institutions.

If a company controls more than 5% of computing power resources in the United States or globally, it can be considered for designation as a "systemically important institution" and subject to stricter regulation.

In an interview, Jensen suggested that a regulatory framework similar to that for systemically important banks could be applied to such companies, where an institution would be subject to additional regulation once it controls more than a certain proportion of critical resources.

In addition, he proposed that any AI model entering the U.S. ecosystem should be subject to regulatory standards.

Jensen: AI computing power is highly concentrated; it's worth considering setting a "computing power holding cap."

Jensen believes that the AI industry is forming a highly centralized computing power structure, and computing power has become an indispensable basic resource for AI model training and operation.

He stated that these companies could be considered "systemically important institutions" and subject to regulation similar to that of systemically important banks.

“We should bring any company that owns more than a certain percentage, such as 5%, of global or U.S. computing resources under regulation.”

This idea suggests that in the future, AI regulation may no longer be limited to model developers themselves, but will extend to companies that control large amounts of computing resources.

Jensen's other idea is more direct: regulators could consider limiting the amount of computing power a single company can have to prevent a few companies from controlling too high a proportion of computing resources.

He stated that he does not believe it is unacceptable to set a cap on how much computing power companies can hold, and drew a parallel with position limits in some financial markets.

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