AI Demand Is Outpacing Chips, Memory and Electricity: Mistral CEO

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0:00Today the demand is actually way above the supply.

0:02Do you think some of the hyper-scalers over in the US are spending too much at this point?

0:07I mean it's hard to tell. What we see is there's a very big increase in demand. And today,

0:14there's actually not enough chips, there's not enough memory.

0:16There is enough electricity in Europe, there's not enough electricity in the US.

0:20So, today the demand is actually way above the supply.

0:24Now, we all anticipate the rise in demand in slightly different ways.

0:28We're at work with our customers to make sure that when they spend a euro in tokens, they actually

0:33get two euros in return, because if that's not the case, the entire thing is going to collapse.

0:38We will have too much compute, because at some point everybody is going to ask,

0:42I'm spending 10% of my OpEx in AI, is it bringing me more than 10% in growth?

0:48So, at the end of the day, what really matters when it comes to

0:51estimating whether we're overspending or under spending, is whether the

0:54enterprises are effectively adopting the technology to build real world use cases.