🔴 Are the AI Summit Announcements Really Achievable?

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Building a data center is an art. And there are not many people in France who know how to do it.

I asked three of them what the figures announced yesterday by the President of the Republic actually implied, and I did what no one in the press did, namely check their technical feasibility.

First off, none of my experts was willing to tell me, and I understand why, whether this mind-boggling €109 billion offer was going to have an impact on their business in France. But it obviously will.

For years, a number of players such as OVH, Scaleway, Clever Cloud, Cloud Temple, Outscale and others have been positioning themselves on cloud with budgets in the tens or hundreds of millions of euros.

What we are discovering today is that those budgets are now completely obsolete.

They are now competing with players who are going to invest billions of dollars!

Is the goal to kill them off and replace them with foreign players?

What's more, word is that the Americans and all the new players arriving will have access to premium sites that have so far been off-limits to French players. The French ones, to build, have to go through complex tender procedures.

But above all, building data centers requires many, many, many things: generators, batteries, strict standards...

And the market is currently completely saturated. How is this going to be implemented? That is the question I asked