Why the GPU Shortage Is Pushing Mistral Beyond Models
Mistral is buying GPUs, operating its own infrastructure and building applications on top of its models. CEO Arthur Mensch says the reason is straightforward: when compute is scarce, you want fewer intermediaries between you and the supply. I sat down with Mensch to discuss how those constraints are turning an open-model developer into a vertically integrated AI business. We also get into competition from Chinese models, why enterprises want control over their AI, the financing behind Mistral’s buildout and his plans for an eventual IPO. 00:00 Mistral’s move beyond models 02:40 Competing with…