build3 distinct publishers
Mistral is selling multi-year reservations on compute it has not built yet
ASML, Amadeus, Capgemini, Caisse des Depots and CMA CGM have committed to future capacity through European Compute Units, underwriting a 200MW-by-2027, 1GW-by-2030 buildout.
Perspective Coverage
3 publishers- Builder
- Builder 33%
- Operator
- Operator 37%
- Investor
- Investor 30%
Reality
- Evidence58
- Adoption42
- Hype gap+34
- Incentives74