RefleXio

RefleXio – Independent research and selective capital

[RefleXio @reflexio_es]

Grid queue times are the most under-discussed number in European AI right now. Dublin at 2028, Amsterdam and Frankfurt at 2030. Everything downstream of that number is affected. Everything.

[RefleXio @reflexio_es]

5/5 The structural bite lands around Q4 2027. The question now is what to build in the window before it. Dossier: reflexio​.​es/intelligence-reports/

[RefleXio @reflexio_es]

1/5 In April we called that CADA would arrive in H1 2026, and that it would be procurement-shaping. It landed 3 June.

[RefleXio @reflexio_es]

4/5 Forrester's Q2 ranking crystallized which sovereign cloud vendors are actually shipping.

[RefleXio @reflexio_es]

OpenAI paused its UK data center build in April 2026, on power cost. This is not a UK story. It is a grid story. The map for European compute is being redrawn in Spain and Finland. RefleXio called it in April.

[RefleXio @reflexio_es]

https://t.co/q0NrReQwOG

[RefleXio @reflexio_es]

Two of the largest confirmations in our Q1 scorecard share a common driver: the widening friction between the United States and the EU over who governs the digital stack.

Find the comprehensive analysis and more in our Q1 Bundle, link in comments.

[RefleXio @reflexio_es]

Find it here: https://t.co/aErc9UUlI4 and check out our other reports on https://t.co/tGNs4lfoDr

[RefleXio @reflexio_es]

The question is no longer whether your employees are using AI. It is whether your procurement, compliance, and security teams know which AI they are using, under what terms, with what data.

More in comments.

[RefleXio @reflexio_es]

This is the structural reality behind our executive buyer guide, Who Actually Buys AI Infrastructure in Europe. It maps the seven-stakeholder buying committee, the four blockers that kill deals, and the seven kill points where projects die.

[RefleXio @reflexio_es]

https://t.co/aMKIMkxoES

[RefleXio @reflexio_es]

Today is the date our Q1 research flagged as the most consequential near-term deadline in the global AI regulatory calendar.

Active from today: Transparency obligations under Article 50 of the AI Act. The GPAI regime. [...]

To find out more, download our free Q1 Scorecard.

[RefleXio @reflexio_es]

https://t.co/1CxmpZy2tg

[RefleXio @reflexio_es]

NVIDIA's Q2 FY27 guidance of $91B assumes zero China data-center revenue. Huawei's Ascend 950PR entered mass production in April. DeepSeek-V4 launched on 24 April with day-zero Ascend support.

The bifurcation is no longer a scenario. It is an observable process.

[RefleXio @reflexio_es]

https://t.co/emeXfIdbe6

[RefleXio @reflexio_es]

Are you interested in valuable insights from our intelligence reports? Subscribe to our newsletter, link in comments.

This week we talk about the Cloud and AI Development Act that is discussed in our Sovereign Cloud Migration dossier.

[RefleXio @reflexio_es]

https://t.co/2yuNJoDOGq

[RefleXio @reflexio_es]

The question is not whether to use AWS, Azure, or GCP. The question is what sovereignty actually costs, per stack layer, for your specific deployment, before the next renewal locks you in for 3 more years.

We priced it. Layer by layer. Hyperscaler against European provider.