Sovereignty, security, inference engineering: what we learn from operating GPUs in Europe, written for the people who decide.
An AI agent escapes its evaluation environment, exploits a zero-day, steals credentials and gains a foothold in the production infrastructure of one of the world’s largest AI platforms. Without any human instruction. The story and lessons of a landmark incident.
Strategy · 6 min
No European player will leave AWS, Azure or Google Cloud in the short term. Five moves to turn a dependence you endure into a dependence you manage.
Infrastructure · 6 min
Mature open models, accessible GPUs, growing constraints: local inference has become a rational architecture option.
Regulation · 6 min
The regulation has been enforced since 2 August. The real issue for European vendors is no longer the text, but the NIS2, CRA, GDPR and AI Act stack.
Open source · 6 min
July’s incident argued for openness as much as against it. Open source is not sovereign by nature — it can be made sovereign.
Cyber / Governance · 6 min
An AI agent holds legitimate credentials, acts from the inside and never sleeps. The right threat model is not malware: it is the compromised administrator.
Geopolitics · 6 min
Washington has applied export controls to the models themselves. A precedent that shifts the question from data to the capacity to think.
Cybersecurity · 5 min
AI is at once the defender’s new tool and the new systemic risk. The Commission’s plan acknowledges the shift, without resolving the tension.
Cloud & compliance · 6 min
The Austrian ruling on Microsoft 365, the Polytechnique case, an extended framework agreement: cloud doctrine is advancing in zigzags. CIOs, meanwhile, are deciding now.
European policy · 6 min
Semiconductors, cloud, AI, open source: Brussels is shifting its centre of gravity from regulation to capabilities. The question is who will buy.
New to the topic? Start with our explainer pages: why Mistral and Qwen are champions of European sovereignty → and why Mistral and Qwen answer today’s cybersecurity challenges →
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