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This might be good strategically from the perspective of EU companies where the physical location of operations can matter a lot depending on your field of business, e.g. NIS 2 Directive for energy companies and other sensitive infrastructure.

But they'll face competition too of course! I can't wait to see more development from European actors and projects like Mistral, TrustLLM, and also GPT-SW3 for the Nordics! There's much in motion on the European stage right now.

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They don't face much competition for datacenter locations in Europe. Germany has a really good location being relatively centered to the continent depending on the city, and DE CIX as a gigantic internet exchange. Most datacenters are located around that exchange. The only two locations that come close to Frankfurt am Main in datacenter count to my knowledge are Paris and Amsterdam, but neither has that geographical advantage for latency.

It goes both ways, of sorts - DE-CIX is also a consequence of all the large DCs being there :-)

Interestingly, Tier 1 transit pricing is increasingly competitive and DE-CIX access is more expensive (relatively speaking) in recent years.

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