Ep19. The Apply AI Strategy. Mistral AI. SiPearl. Isar Aerospace. Aleph Alpha. Helsing.

About this episode

This episode discusses the significant developments in European tech for 2026, focusing on hardware, infrastructure, and capital in the deep-tech landscape.

In this episode, we break down the most consequential week in European tech for 2026. We look at the hardware, infrastructure, and capital driving the new European deep-tech landscape. Highlights of this episode: Mistral AI’s Evolution: From LLM developer to integrated hyperscaler via the Koyeb acquisition.The Semiconductor Renaissance: How SiPearl’s Rhea1 processor is ending Europe’s reliance on foreign silicon.Quantum Leap: Analyzing Quantonation II, the world's largest dedicated quantum fu...

Topics covered

• European tech
• Mistral AI
• SiPearl
• Isar Aerospace
• Aleph Alpha
• Helsing
• deep-tech
• semiconductors
• quantum computing

Keywords

• hardware
• infrastructure
• capital
• LLM
• hyperscaler
• semiconductor renaissance
• quantum leap

Mentioned in this episode

Products: Mistral AI’s, Rhea1, Quantonation II, Mistral AI, SiPearl Rhea1

Books & works: The Apply AI Strategy

Places: Europe

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