Airbus Ghosts US Cloud for French AI Stack
Airbus is putting AI and defense workloads on French cloud provider Scaleway. Europe's digital sovereignty play just got its biggest validation yet — and the guy behind it used to hack phone lines.
Tagged: ai-infrastructure
DeepSeek Just Torched Nvidia's Entire Sales Deck
DeepSeek's efficiency-first approach is undermining Nvidia's core pitch: that you need ever-more GPUs. With R1 trained for $5.6M on export-controlled H800s, the Blackwell sales deck just got significantly harder to close.
Mistral OCR: The Doc AI Flex Nobody Saw Coming
France's AI startup drops a document intelligence bomb with SOTA OCR claims and aggressive pricing that should terrify Google and AWS.
TSMC Drops 18-Month AI Chip Crunch Reality Check
TSMC says the GPU shortage lasts another 18 months. AI startups are screwed, Big Tech is hoarding silicon, and your GPT-5 dreams just got postponed.
AMD Just Punched Nvidia in the Mouth
AMD's MI300X benchmarks show 30% better performance than Nvidia's H100. The AI hardware monopoly might finally be cracking.