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Who keeps the margin in European AI

Who keeps the margin in European AI

Oct 28, 2026

Anthropic's IPO filing says it may compete with application companies in select categories

 Who holds the exit in European AI

Who holds the exit in European AI

Oct 22, 2026

Microsoft walks away from Essex, Nebius signs with a way out, and Nvidia keeps investing.

The week European AI came apart into layers

The week European AI came apart into layers

Oct 12, 2026

Open weights, grid queues, €30 billion of public compute.

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