Glad to see this. At least there is one player in Europe which does a full vertical integration around LLM/AI - from datacenter to LLM models and applications (Mistral Vibe). On the data center part Europe seems to be doing OK, and also ok on applications. It would be nice to see more players focusing on the LLM model building - though it legitimately seems like a very tough (maybe even bad) business to be in.

Its going to rain ram and SSD when AI finally implodes.