🔥 Nebius + Microsoft

What we’ll cover today:

💻 Microsoft’s $19.4B AI infrastructure deal with Nebius

🇪🇺 ASML’s $1.3B bet on Europe’s Mistral AI

📈 SaaS leaders split on whether this is growth or bubble territory

Nebius and Microsoft strike $19.4B AI deal 🤝

Nebius, an AI infrastructure company from Amsterdam, just teamed up with Microsoft to provide massive cloud power for training AI models.

🚨Breaking News:
Microsoft signed a $19.4 billion deal with Nebius to rent AI computing power until 2031.

⚡Wire Simplified

• Nebius provides GPUs (fancy chips that train AI).

• Microsoft needs a ton of computing for its AI projects.

• The deal is worth $17.4B through 2031, plus extras later.

• Nebius stock jumped more than 50% in one day.

• Rivals like CoreWeave also got a boost from the hype.

✔️Straight to the Point
Microsoft’s mega deal with Nebius shows the AI infrastructure race is still red hot. Big Tech wants chips like kids want candy.

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Mistral AI hits $14B valuation as ASML buys in 🚀

French startup Mistral AI, backed by Nvidia, just got a $14 billion valuation after chip giant ASML invested big money.

🚨Breaking News:
ASML led a $1.7 billion funding round, buying an 11% stake in Mistral AI, now Europe’s hottest AI player.

⚡Wire Simplified

• ASML invested €1.3B, taking a major share.

• Mistral’s valuation jumped from €5.8B to €11.7B in one year.

• The French startup builds language models like OpenAI.

• ASML will join Mistral’s strategy board.

• EU sees this as a step toward AI independence from Silicon Valley.

✔️Straight to the Point
ASML’s big bet on Mistral means Europe is serious about building its own AI giants, not just cheering from the sidelines.

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