AI & Cognitive Infrastructure
European AI infrastructure is scaling fast, driven by sovereign AI investments from providers like Mistral AI, Nscale, and Nebius operating large GPU clusters across the continent powered by renewable energy. The gap is in the software layer: European providers offer raw GPU compute but lack mature equivalents to AWS SageMaker or Google Vertex AI for end-to-end ML workflows, though the push toward full-stack European AI platforms is accelerating.