← Back to context

Comment by jacquesm

16 hours ago

You could until the Trump admin decided to (attempt to) overrule the deal that was in place (the DPF).

The perceived lack of independence of the FTC is a major driver behind the exodus on this side of the Atlantic and it isn't just the smaller players that are moving. Airbus for instance.

Now the datacenters supposedly operating under at-arms-length management are no longer sufficient for compliance.

There are calls to repeal the whole thing with respect to the US.

https://noyb.eu/en/us-supreme-court-just-blew-eu-us-data-tra...

Yes, biased source and title, but the contents are pretty good.

I see. So there's a risk that the EC or CJEU make a determination against the existing system because of the non-independence ruling of the FTC. So the movement away to regional providers is because no one wants to be caught surprised if the EC/CJEU make such a determination. Interesting. It must be early stage because from what I can see the most spend is still on the big two, but this does bode well for Mistral and EU-based open model hosts. Lots of room in the 20%.

  • It's early stage mostly due to inertia but there is a groundswell of movement. Airbus really turned some heads.