Esprit de Service Conseil

Bonne nouvelle pour la souveraineté 🇫🇷: les résultats des premiers forages sont excellents, avec des concentrations de lithium supérieures aux attentes. L'Alsace pourrait fournir jusqu'à la moitié des besoins en lithium des 4 gigafactory 🇫🇷 de batteries. Drill baby, drill

#Meta construit une version d'IA 🤖 de Mark Zuckerberg, pour interagir avec le personnel buff.ly/G3dDu5t

Sam Altman publie une note de 13 pages sur l’avènement de la superintelligence. Au programme : la semaine de 32 heures, sans perte de salaire, avec le même niveau de production grâce à l’IA. En parallèle : taxation des robots, impôts sur les plus-values du capital, fonds de richesse publique redistribué aux citoyens.

Authentification, messagerie et DNS, le plan de l'État 🇫🇷 pour sécuriser l'administration face aux #cyberattaques Les pouvoirs publics viennent de publier leur feuille de route annuelle ▶️ Des mesures très concrètes et d’autres plus organisationnelles. buff.ly/6l55NSv

Bientôt un Polymarket 🇪🇺 ? le business sulfureux des "marchés prédictifs" pourrait malgré tout se frayer un chemin. Aujourd'hui interdit en France, et dans de nombreux pays européens, buff.ly/DdMFGcS

🇫🇷 Seulement 8 % des travailleurs se disent investis au bureau -c'est de pire en pire !- A la 36e place sur 38 pays européens étudiés Cette mauvaise performance aurait coûté au pays environ 325 MDS € en perte de #productivité au cours de 2025

Arthur Mensch sonne l’alerte 🔔 avec 22 mesures d’urgence pour éviter le décrochage tech 🇪🇺 ➡️ préférence européenne ds les services num avec avantage fiscal ➡️ Attirer les talents, un visa express buff.ly/KADMBZx

Quand l’Etat 🇫🇷(re)mise sur Bull pour assurer sa #souveraineté stratégique et numérique Bull possède les ingrédients : des partenariats, une culture industrielle, un savoir‑faire reconnu. buff.ly/tpGdUEl

🤖 ChatGPT, Claude, Gemini : les IA mentent délibérément Analyse de + 183 000 transcriptions de conversations sur X entre 2025 et 2026 😯 698 cas de "scheming" buff.ly/sGJMJ50

BREAKING: EUROPE IS BACK IN THE AI RACE. A 3-year-old French startup just raised $830 MILLION to build the largest AI campus on the continent. 13,800 Nvidia chips. A campus powered by nuclear energy. And a $56 billion price tag. While America fights over tariffs and China hoards chips, Europe just made its move. And nobody is paying attention... Mistral AI was founded in 2023 by three researchers who left DeepMind and Meta. Arthur Mensch. Timothée Lacroix. Guillaume Lample. Three guys who decided Europe shouldn't have to rent its intelligence from Silicon Valley. In three years, they've raised over $4 billion across multiple rounds. Their September 2025 Series C alone was €1.7 billion. Led by ASML, the Dutch company that makes the machines that make every advanced chip on the planet. ASML took an 11% stake at an €11.7 billion valuation. Read that again. The company that controls the bottleneck of global semiconductor manufacturing just bet over a billion euros on a French AI startup. That's not a vanity check. That's a strategic signal. Now the $830 million in debt financing announced this week is earmarked for one thing: infrastructure. 13,800 Nvidia chips, likely Blackwell GPUs. A massive data center campus near Paris. Part of a broader 1.4 gigawatt project that, when fully built, would be Europe's largest AI campus. Total investment could reach €30 to €50 billion. Groundbreaking is planned for the second half of 2026. First operations by 2028. Partners include Nvidia, Bpifrance (France's sovereign investment bank), MGX (a UAE sovereign fund), Bouygues, EDF Group, and École Polytechnique. This isn't a startup building a product in a garage. This is a geopolitical infrastructure project disguised as a company. And here's what makes it different from every other AI fundraise you've seen: Nuclear power. France generates roughly 70% of its electricity from nuclear energy. AI data centers are the most power-hungry buildings on earth. Nvidia's next-gen chips consume more watts per rack than entire office buildings. In the U.S., companies are scrambling to secure power. Amazon is buying nuclear plants. Microsoft signed a deal to restart Three Mile Island. France already has the grid. While American AI companies fight over energy contracts and face community opposition to new natural gas plants, Mistral is plugging into a national nuclear infrastructure that already exists. Low carbon. Reliable. Scalable. That's not a small advantage. That's a structural one. Now let's talk about what Mistral actually builds. Their models compete directly with OpenAI, Anthropic, and Google. Mistral Large 2 rivals GPT-4o in benchmarks. Their Mistral 3 family launched in December 2025. Revenue is projected to exceed $100 million annually. And unlike most American AI companies, Mistral's approach is open-weight. That means their models can be downloaded, modified, and deployed by enterprises without sending data to a third party. For European companies worried about data sovereignty, that matters enormously. GDPR. Data residency requirements. Regulatory compliance. European businesses can't always use American AI hosted on American servers governed by American law. Mistral offers them an alternative that keeps data on European soil. This is what "sovereign AI" actually means. Not a buzzword. A business model built on regulatory reality. And the timing couldn't be better. The global AI chip market is projected to generate over $1 trillion in revenue through 2026. Nvidia's CEO Jensen Huang has personally backed Mistral. There are reports of potential chip supply pacts worth up to $100 billion, similar to the deals Nvidia struck with OpenAI and Oracle. Meanwhile, U.S. export controls are tightening on China. The EU is positioning itself as the third pole in the AI race. Not by matching American spending dollar for dollar. That's impossible. But by leveraging what Europe actually has: nuclear energy, regulatory frameworks that force data localization, world-class research talent, and now, a company willing to build the infrastructure. Here's why this matters for investors: The AI trade has been almost entirely an American story. Nvidia. Microsoft. Google. Meta. Amazon. Five companies capturing the majority of AI investment returns. But the infrastructure buildout is global. And the companies supplying that buildout, like ASML, are already European. ASML's investment in Mistral isn't charity. It's vertical integration. If Mistral succeeds, it creates massive demand for the advanced chips that only ASML's lithography machines can produce. The AI supply chain doesn't start in Silicon Valley. It starts in Veldhoven, Netherlands, where ASML builds the tools. It runs through TSMC in Taiwan, where the chips get fabricated. And now it's being deployed in France, where the power grid can actually handle the load. Investors who only look at American AI companies are seeing half the picture. The other half is being built in Europe right now. Quietly. Methodically. With nuclear reactors and sovereign capital. Mistral raised $830 million this week. Most people scrolled past the headline. But the smartest money in Europe, sovereign wealth funds, national investment banks, the company that literally makes chip manufacturing possible, they all wrote checks. When the institutions that understand the AI supply chain better than anyone are betting on European infrastructure, that's not a feel-good story about innovation. That's a signal about where the next decade of value creation is heading. The AI race isn't one country's to win. It's infrastructure's to win. And the investors who build systematic exposure to that infrastructure, wherever it's being built, are the ones who capture the upside. Not by guessing which company wins. By building a system that doesn't miss the trend.

📉Depuis 2002, Paris & la petite couronne ont perdu 1 boutique sur 4. En cause : 💻 e‑commerce + ⚡ mode ultra‑éphémère. Quel avenir pour le commerce de centre‑ville ? 👉 Étude CROCIS : cci-paris-idf.fr/fr/prospective… #Retail #Mode #PrêtÀPorter #CCIParisIDF

❄️ Quelle fierté de voir agrandir le 2ème Parc de @DisneylandParis sur le thème de la Reine des Neiges ici en Île-de-France ! 2 milliards d’euros d'investissement et 1000 emplois créés. Nous réaffirmons notre place de capitale mondiale du tourisme avec 400 000 emplois dans la filière. 👏🥇🇫🇷

L'Insee annonce pour 2025 un déficit public égal à 5,1 % du PIB et une dette publique à 115,6 % du PIB : insee.fr/fr/statistique…

🚨 BREAKING: Yann LeCun's team just dropped a world model that runs on a single GPU. It is called LeWorldModel. And to understand why it’s a massive deal, you have to understand the fatal flaw in every AI you use today. LLMs only predict the next word. They are incredibly good at language, but they have absolutely no understanding of reality. They can write a beautiful poem about a ball bouncing off a wall. But they cannot predict where the ball will actually land. World models predict physics. Objects moving, colliding, and falling. It is the foundational intelligence required for robots to plan and self-driving cars to navigate. But until today, world models kept collapsing. They would cheat the test by predicting the exact same output every time. LeCun's team just solved it. They built a 15-million parameter model that learns the laws of physics directly from raw pixels. It uses 200x fewer tokens than the alternatives. No massive supercomputers. No billion-dollar clusters. Just a single GPU and a few hours of training. We spent the last two years teaching AI how to talk. Now, we are teaching it how to see.

Félicitations à Lille qui accueillera le siège de la future autorité douanière de l’Union européenne - le fruit d’une formidable mobilisation collective. C’est le choix d’une métropole ouverte et pleinement européenne, une fierté pour la France. Nous serons au rendez-vous pour moderniser l’Union douanière et renforcer la confiance dans le marché intérieur de l’Union européenne.

On y est !!! Droit, comptabilité, presse, programmation, finance...jusqu'ici épargnés par l' #IA, sont en première ligne. Paris pourrait perdre 1 emploi sur 5. #Etude @coface @ObsNumerique ➡️urlr.me/bhrS6e @LesEchos

En 2024, la revalo des retraites de base (+5,3%) et le nombre croissant de retraités (+1%) expliquent à eux seuls 60% de la hausse des dépenses sociales en France ! Si on rajoute la santé, on arrive même à 92% de la hausse totale. Emballement par vieillissement démographique.

Le Conseil d'Etat valide l'hébergement par Microsoft des données de santé de 10 millions de 🇫🇷 en reconnaissant un risque juridique non nul. « des garanties permettant d’assurer la sécurité de ces données, la limitation de conservation à 3 ans, …" buff.ly/vWFwKVS"

Organizational agility distinguishes Goldman Sachs’s culture. To nurture it long term, the firm employs these talent practices. mitsmr.com/4lNWUxB

🔐 Vous pensiez que l' #IA générait des mots de passe ultra-sécurisés ? Faux. Sur 50 tentatives, Claude Opus a recraché 18 fois le même. Les systèmes d’IA généralistes introduisent une nouvelle catégorie de failles buff.ly/ABopaQZ