Arthur Mensch has a message for Europe: build your own AI or become permanently dependent on Silicon Valley. The CEO of Mistral AI, the Paris-based startup that has emerged as the continent’s leading contender in the artificial intelligence race, testified before France’s National Assembly on May 13 with a blunt two-year ultimatum. Europe must establish independent AI infrastructure within that window, he argued, or risk what he characterized as becoming a “vassal state” subjected to US technological dominance.

Mensch co-founded Mistral in April 2023 alongside Guillaume Lample and Timothée Lacroix. His company is now the tip of the spear for Europe’s broader push toward what policymakers have started calling “sovereign AI,” the idea that a continent’s critical AI capabilities shouldn’t run on someone else’s rails.

The infrastructure play

Mistral is backing up the rhetoric with concrete spending. The company is currently constructing a 10-megawatt data center south of Paris, which serves as the first phase of a much larger buildout. The plan is to scale that capacity to 200 megawatts by the end of 2027.

The total price tag for data facilities across France and Sweden comes to approximately $4.7 billion.