Nokia's CEO told CNBC Tech that data centers could be built '2x faster' without supply constraints.
Take: A bullish tell for AI capex: demand isn't the problem, supply is. Watch infrastructure and networking names.
AI Circle Daily
https://aicircle.news/archive/2026-10-07?category=leaders&lang=en
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Top 10 Tech Leader Statements
Mistral rolled out a new AI model it says rivals the best open systems from China, as Western developers race in open-weight AI.
Take: Europe's flagship is now framing itself as the Western answer to Chinese open weights. Expect the open-source fight to get geopolitical.