While the demand for compute is blowing up, the supply side hasn't caught up. That gap is the entire opportunity.
Something has started to shift in the European cloud space. It is not arriving in the form of launches, It is arriving in the form of experiments.
Providers that spent a decade selling machines, bandwidth and storage are beginning to reach up the stack: Managed runtimes, hosted inference, exactly the layers where the value has moved. Early attempts mostly mostly boil down to a model or two, no billing, no SLA and no promises about behavior under load. Put out to find out whether anyone wants the thing at all.
The products are minor. The reaction to them is not.
Each release refuels an ongoing debate on forums like Hacker News and Reddit. Engineers talk to each other candidly, and the argument is never really about the product. It is about whether Europe even has the capacity, to build this layer at all.
