Euro Tech

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

Asif Rajani

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0:00 | 31:31

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 fund.
  • The Apply AI Strategy: Why Europe is betting on "Industrial AI" to transform factories, energy grids, and healthcare.
  • Trade Tensions: The enforcement of the DMA/DSA and the looming "Buy European" proposal.

 Music from #Uppbeat https://uppbeat.io/t/tatami/ride-and-prejudice