The Age of Light
Wednesday, February 11, 2026
Artificial intelligence is usually discussed as software. Faster models. Bigger datasets. Smarter algorithms. But what if the real shift is not in the code — but in the physics?
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Artificial intelligence is usually discussed as software. Faster models. Bigger datasets. Smarter algorithms. But what if the real shift is not in the code — but in the physics?
Artificial intelligence is usually discussed in extremes. Policymakers focus on the macro level, debating global power, competition between the United States, China and Europe, and the broader strategic consequences of AI. At the other end, the public and businesses experience AI at the micro level, through products, automation and daily decision-making. But the meso layer — the physical and organizational infrastructure that makes AI possible — is often invisible in the conversation. And yet, it is precisely this middle layer that explains why AI debates frequently stall.
Europe is entering a decisive moment. While the United States and China continue to dominate the global AI landscape, Europe is searching for a path that protects its values without sacrificing competitiveness or autonomy. The real question is no longer whether Europe should build its own AI model, but what kind of model is actually achievable — and how it can turn its structural strengths into strategic leverage.
Amazon Web Services has become more than a cloud provider; it is an invisible layer of global infrastructure that quietly determines where digital economies can grow. Nowhere is this more visible than in the geography of its datacenters. Dublin, Frankfurt, Stockholm, Singapore and Northern Virginia are not just strategic locations; they are geopolitical anchors in a world where data borders matter as much as physical ones. Each region has evolved into a gravitational center for AI companies, research institutions and cloud-native industries, pulling talent and investment toward the places where AWS capacity exists.
Nebius emerged quietly, almost unexpectedly, as one of Europe’s most strategic AI-infrastructure players. Its corporate home in Amsterdam–Schiphol Rijk gives it a European identity, but its operations stretch far beyond Dutch borders. Born from the international restructuring of Yandex in 2024, Nebius now positions itself as an independent global technology group, building cloud systems designed not for traditional enterprise workloads, but for intensive AI training and high-performance computing.
Exploring the political, economic and technological systems shaping Asia's future.
Part of the Altair Media network, with dedicated editions covering Europe, the United States and Asia.
Independent perspectives on the systems shaping modern societies.
🔗 Kees Hoogervorst
📍 The Netherlands / Europe
Altair Media Asia explores the forces shaping Asia’s economic, geopolitical and societal transformations. Through independent analysis and commentary, we examine how markets, technologies, institutions and cultures shape the region’s evolving role in the global order.
📍 Based in The Netherlands – with contributors across Asia.
✉️ Contact: info@altairmedia.eu
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