法国初创公司Mistral AI在巴黎附近Bruyères-le-Châtel的数据中心项目中，获得首笔US$830 million债务融资。该资金用于采购并安装最多13,800块Nvidia芯片。7家贷款方中有5家法国机构，其中包括BNP Paribas（近期与Mistral扩展了合作）。此次融资未见美国银行参与，另有Bpifrance、Crédit Agricole、HSBC、La Banque Postale、MUFG与Natixis CIB。该交易说明AI与数据中心债务融资市场继续扩张，但欧洲整体仍落后于美国的数据中心建设节奏。
Mistral是大型语言模型供应商，背后产品是Le Chat。该公司在2025年9月完成20亿欧元（€2 billion）的股权投资轮后，估值达到12亿欧元（€12 billion，约US$14 billion）。Mistral由Arthur Mensch、Timothée Lacroix与Guillaume Lample于2023年创立。公司表示其法国站点将在2026年第二季度投入运营，新增Nvidia芯片初始可提供44兆瓦（MW）算力。公司计划到2027年底在欧洲多个站点累计达到200 MW，并在2月宣布在瑞典再建一座数据中心。
欧洲背景可作为对照：EdgeConneX本月早前宣布了与阿姆斯特丹设施相关的€707.5 million资产支持证券化；而OpenAI与Anthropic在美国则推进更大规模AI基础设施投资，包括Anthropic承诺的US$50 billion。与之相比，Mistral的44 MW投入较小，但该交易反映在与Washington关系紧张的大背景下，欧洲正在强化欧洲友好的AI基础设施布局，并降低对美国技术和供应链依赖。
Mistral AI, the French startup, raised its first debt financing of $830 million for a data center project outside Paris in Bruyères-le-Châtel. The financing is for purchasing and installing up to 13,800 Nvidia chips. Five of the seven lenders are French, including BNP Paribas, which recently expanded its partnership with Mistral. No U.S. banks participated; the financing was also supported by Bpifrance, Crédit Agricole, HSBC, La Banque Postale, MUFG, and Natixis CIB. The deal shows continued expansion in AI and data-center debt financing, while Europe still trails the U.S. pace of data-center buildout.
Mistral is a large language model vendor behind Le Chat. After a €2 billion equity round in September, it was valued at €12 billion (about US$14 billion). Founded in 2023 by Arthur Mensch, Timothée Lacroix, and Guillaume Lample, the company said its French site should start operations in Q2 2026, with new Nvidia chips initially providing 44 megawatts (MW) of capacity. It plans to reach 200 MW across sites in Europe by the end of 2027 and announced a second data-center investment in Sweden in February.
The European financing context is notable: EdgeConneX earlier announced a €707.5 million asset-backed securitization tied to Amsterdam facilities, while OpenAI and Anthropic have announced much larger U.S. AI infrastructure commitments, including Anthropic’s $50 billion pledge. Compared with those plans, Mistral’s 44 MW is small, but the financing reflects increased European emphasis on AI infrastructure that is less dependent on U.S. suppliers amid heightened tensions with Washington.