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Mistral AI: Powering Industry with Physical AI
28 May
Summary
- Mistral AI is partnering with Airbus and BMW for industrial AI applications.
- The company anticipates significant capital expenditure of €10 billion.
- Mistral aims for 1GW of data center capacity by 2030.
Mistral AI, a Paris-based artificial intelligence startup, is broadening its focus to encompass advanced manufacturing, aiming to integrate AI into industrial engineering processes. The company has secured new customer agreements with Airbus SE and BMW AG, marking a significant expansion into what is described as 'physical AI'.
These partnerships will see Mistral's AI employed in commercial aircraft, helicopter, and space sectors for Airbus, and in auto manufacturing and research for BMW. This strategic move follows Mistral's substantial €1.3 billion investment from ASML Holding NV and its recent acquisition of Emmi, an AI simulation startup.
The company is projecting significant financial investment, with an anticipated capital expenditure of approximately €10 billion in the near future to expand its data center infrastructure. Mistral's capacity targets are ambitious, aiming for 200MW by 2027 and escalating to 1GW by 2030. A new 10MW inferencing facility is set to open in Les Ulis, France, in the third quarter of 2026.
