Mistral loads up on Nvidia
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 30 March 2026
⏱️ 5 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | It's always good to have you here. Today is Monday, March 30th. I'm Julie Morgan. |
| 0:13.9 | Mr. Ai has raised $830 million in new debt to buy more than 13,000 Nvidia chips for a data center near Paris. |
| 0:22.9 | The debt raising was financed by a group of seven banks. |
| 0:26.5 | According to Reuters, the data center is expected to become operational in the second |
| 0:31.1 | quarter of this year. |
| 0:32.9 | Mistral AI is a French startup backed by ASML. |
| 0:36.8 | Mistral chose the site for its first data center in February of last year. |
| 0:41.7 | Last month, a company unveiled plans for a second facility in Sweden and noted that it |
| 0:46.6 | would seek to secure 200 megawatts of capacity across Europe by the end of 2027. |
| 0:53.3 | Mistral did not immediately respond to a request for comment from |
| 0:57.1 | seeking Alpha. In September of last year, ASML agreed to invest in Mistral AI, giving them an 11% |
| 1:04.7 | stake in the company. This also marked one of Europe's largest AI deals. Mistral has also seen investment for Microsoft. |
| 1:14.4 | DeepSeek's chatbot experienced a significant outage lasting over seven hours overnight in China. |
| 1:20.3 | This prompted the AI company to roll out multiple updates to fix the problem. |
| 1:26.0 | Users began reporting faults on Sunday evening, according to down-detector. |
| 1:30.9 | The startup's own status page acknowledged an initial issue at 9.35 p.m. |
| 1:36.4 | Before marking the incident resolved two hours later. |
| 1:40.1 | Subsequent updates on Monday showed DeepSeek addressing another case of performance issues that took until 1033 a.m. to be fixed. |
| 1:48.5 | DeepSeek had more than 355 million users as of February. |
| 1:54.2 | Bill Ackman took to X describing the Middle East conflict as one-sided and bullish for equities and urged investors to |
| 2:03.0 | buy quality as some of the world's leading companies trade at unusually low prices. |
... |
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