Sept. 15 Axelera AI launched its second-generation “Europa” inference chip and secured multiple European AI-factory supply contracts. The startup reports 600+ customers and deals worth tens of millions; its $1.5B sales pipeline is prospective—not booked revenue. Comment : Europe’s sovereign-AI buildout is creating alternative inference-chip demand, with deployments flowing through $DELL and $SMCI systems.

My wife's father lost his leg today and somehow it's my fault In March he came back from a trip to Thailand and showed me a dark spot on his foot I photographed it and faxed it to Mistral, the best European AI A few weeks later, results came back "Monsieur, nothing to worry about. Likely a shadow" it said He wanted to see a doctor anyway, but I forbid it There was no need for it, Mistral is smarter than any doctor Unfortunately, it got worse and they had to amputate his leg "If it wasn't for your stupid fucking European AI we would have caught it!" my wife screamed I stayed calm "Mistral was trained on European data. If your father didn't leave the EU borders, this wouldn't have happened" I trust European technology. It is regulated for a reason

🇺🇸 Across the world, the times they are a-changin’... The U.S.-led security order is shrinking, and smaller powers are filling the gap with regional defense pacts: 🇦🇺🇫🇯🇵🇬 Australia has locked in mutual defense treaties with Fiji and Papua New Guinea that could widen into a Pacific alliance. 🇹🇲🇵🇰🇸🇦 Turkey, Saudi Arabia, and Pakistan have stood up the Mecca Defense Alliance with an Article 5-style pledge. 🇪🇺🇨🇦 Europe is trying to Europeanize NATO rather than replace it. The EU is also partnering with Canada. The drivers are the same in each theater: more assertive neighbors and less certainty that Washington will always show up first. The United States is not withdrawing, but its power and influence are definitely diminishing. It's role is becoming just one pillar, among several. Source: TLDR News Global (YT) / Writer: Jamie

Nebius just joined @joinstationf F/ai program as a partner for the next cohort Joining alongside great names like Eleven Labs, Openrouter, Github, Hubspot, and Rippling. Station F is the biggest startup campus in Paris 🇫🇷 F/ai is the AI only track inside it: reco only, no open application, built to push early technical teams toward real revenue. the room already had OpenAI, Anthropic, Mistral, Google, Meta, Microsoft, AWS, plus Tier-1 capital like Sequoia and General Catalyst, so a european founder is not cold emailing their way into each door one by one. Cohort one ran that setup, cohort two is where @nebiusai walks in 💪 what is happening is pretty concrete. we already run GPU capacity in Paris. F/ai puts that capacity in the founder layer of the french and wider european AI scene, next to the model and capital partners who were already there. The program is also opening beyond pure Paris residency to hybrid teams across european hubs, and adding a week in SF with partner HQs. it's important bc Europe keeps producing strong research and still loses time (and sometimes companies) on the dull middle of the stack, quotas, infra help, distribution. A program like this with models, compute, tools, and capital in one coalition is trying to compress that middle. If you are building AI native in europe and the bottleneck is compute plus access, this is one of the denser rooms on the continent right now.

The AI doomerism playbook is a copy-paste of COVID. Bill Gates is back talking about international organizations to manage the next crisis. Swap "pandemic" for "AI" and you have the same pitch. He wants models monitored. He wants the US and China to agree on restrictions. He floated taxes on AI tokens and reserving jobs for humans. This is the same man who wrote "shutdown anywhere means shutdown everywhere" in 2020. Meanwhile the AI safety org METR operates out of Berkeley with Oxford-connected staff and a technical assistance contract with the European AI Office. The companies pushing hardest for regulation are the ones who benefit most. Make compliance expensive enough and no startup can compete. Call it safety. People are catching on. They remember COVID. They remember what they gave up. The same playbook is getting called out in real time now.

Officials from all 27 EU 🇪🇺 member states are set to meet in Brussels on Thursday to discuss international rules for advanced AI and receive a technical briefing on recent AI incidents. The EU discussions are expected to focus on international coordination through organizations including the G7, G20 and United Nations. Europe already regulates advanced AI through its AI Act. The European Commission began enforcing parts of the law in August, while the European AI Board brings together representatives from each member state to coordinate implementation. EU tech chief Henna Virkkunen has also called for greater international cooperation on AI regulation and interoperability to avoid fragmented rules across countries. Source: POLITICO

My 16 year old son recently built an app that went viral Over 300,000 downloads in two weeks "How did you even do this? You never learned programming" I asked "I vibe coded it, papa. With Claude Code" I nearly choked on my schnitzel An evil American corporation, inside my son's laptop, harvesting his ideas "Does it comply with the EU AI Act?" I asked calmly "With what?" he laughed at me That's all I needed to hear. That night after he went to sleep, I logged into his laptop and deleted the app I also installed a firewall that blocks all non-European AI services It feels so good to protect my son's digital sovereignty