Spain unveils ALIA, a 40B multilingual LLM trained on 9.37T tokens, marking Europe’s largest public AI project with €240M funding and open-source release.
ALIA. The Spanish answer.
The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen
The Stanford AI Index 2026 has been published, offering a comprehensive but partial snapshot of AI progress. This analysis evaluates its methodology, key findings, and limitations.
The Ghost Story Became a Forecast.
Thorsten Meyer reports on Jack Clark’s recent essay revealing a bivalent forecast for AI development, with a 60% chance of automated R&D by 2028 and a 40% fundamental limitation.
Saturation. The ten-essay framework, closed.
The ten-essay European sovereign-LLM framework is now complete, with no further structural insights expected before key 2026 deadlines.
Anchor. The Schwarz Group model.
Schwarz Group’s €11B investment in a data center campus exemplifies Europe’s largest retail-led AI infrastructure effort, raising questions about replicability.
EuroHPC. The compute substrate.
An analysis of EuroHPC’s compute substrate, its current capacity, structural challenges, and implications for Europe’s AI ambitions amid new frameworks and investments.
Portfolio. The synthesis.
A comprehensive analysis of six European institutional AI projects reveals a strategic portfolio approach ahead of the August 2026 EU AI Act enforcement.
Apertus. The architectural template.
Apertus, a Swiss-led open-data, multilingual AI model, exemplifies a new institutional and technical approach aligned with European sovereignty and compliance standards.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Upcoming Q3 2026 SaaS earnings will reveal if the agentic-disruption thesis is confirmed, as companies like ServiceNow and Salesforce face key metrics and market shifts.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, FDE economics reveal profitability at enterprise scale but risks at lower levels, impacting AI lab scaling strategies.
