Decoding Discontinuity
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Decoding Discontinuity
Sovereign AI: The Infrastructure Play Redefining AI Valuations
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Sovereign AI: The Infrastructure Play…
Raphaëlle d'Ornano
Jun 17
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Decoding Discontinuity
Sovereign AI: The Infrastructure Play Redefining AI Valuations
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Notes
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Why the right comparison for Mistral is not OpenAI but Palantir meets CoreWeave.
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Sovereign AI: The Infrastructure Play…
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Why the right comparison for Mistral is not OpenAI but Palantir meets CoreWeave.