Fact-checking synthesis on **Delos Intelligence** (delos.so), a French B2B generative AI startup, comparing a prior tech-watch note against **primary sources** (Alexandre Dewez's "Overlooked" post / 20VC, April 15, 2025, the delos.so website, official registries) and specialized press (Le Monde Informatique, L'Usine Nouvelle, FrenchWeb, Le JDD). **Overall verdict: reliable factual backbone.** The **€2.5M seed round** (≈$2.74–2.83M) led by **20VC** (Harry Stebbings) in **April 2025**, with Inovia Capital, Kima Ventures (Xavier Niel) and Plug and Play, is confirmed; so are the founders (brothers **Pierre** and **Thibaut de la Grand'rive**) and the clients **TotalEnergies, Shiseido, Groupe Casino**. **Strong methodological point**: the list of business angels — often suspected of hallucinatory "padding" — is **CONFIRMED word for word** by the lead investor's press release (Pigment, Dataiku, Hexa plus Ramp and Kerala to add): this is therefore NOT a hallucination. **To correct**: the "50 people" headcount is **not sourceable** (~20 in April 2025, about forty by late 2025); the actual pricing grid is richer (a **Student tier at €10** plus Enterprise on request, in addition to €25/45/80); user figures (10,000 → 50,000 → "100,000+") and ARR are **self-reported and unaudited**. **To flag as speculative**: **no Series A has closed** (only announced as an intention targeting March 2026); **no overall ARR published** (the only mention is a self-promotional "$1M ARR in a few days" for the new **Workers** product, referring to that product alone). "100% Scaleway" sovereignty was **still being finalized** at the end of 2025 (compute still partly running on Azure France). The note's interest is as much methodological — **how to distinguish, within an AI-generated synthesis, what is confirmed, partially accurate, speculative, and self-reported** — as it is documentary.
#Delos Intelligence#delos.so#fact-checking
Synthèse de veille (fact-checking) — sources primaires : blog 20VC (Alexandre Dewez) · delos.so · registres officiels ; presse : Le Monde Informatique · L'Usine Nouvelle · FrenchWeb · Le JDD
SFEIR analysis (firm's voice) of the decision, announced on July 16, 2026, by **Airbus** to select **Scaleway** (**iliad** group) as its **"trusted cloud"** to host and modernize its critical business applications and most sensitive data (aircraft design, engineering, industrial production, operations, intellectual property). At the end of a tender opened in **early January 2026** comparing **ten candidates**, Scaleway wins on **three criteria** — technological/AI capabilities, operational excellence, and above all **legal and governance guarantees**: European jurisdiction, genuine data protection, **immunity from** the US **Cloud Act**. SFEIR stresses the **reversal of hierarchy**: governance weighed more heavily than functionality, even though US hyperscalers (Microsoft, Google, AWS) retain a functional superiority that no European player matches "across the board." The agreement, multi-year and of undisclosed amount, **complements** (does not replace) Airbus's **multicloud** strategy — the doctrine the firm advocates: assembling a portfolio in which each workshop operates according to its own constraints, while retaining the **power to change** (reversibility, cf. France Télévisions/ALIX deployed without rewriting). The real stake is **IA souveraine**: running models on industrial data (simulation, predictive maintenance, assisted engineering) requires a **complete chain — compute, training, inference — kept within a trusted jurisdiction**. Three lessons: a **credibility threshold** crossed for European sovereign cloud; **governance > features** for strategic data; sovereignty is built **in layers** (infrastructure → platform → model), and the decisive part — AI reversibility — will play out in the coming months.
SFEIR analysis (consulting-firm voice) of the launch, on July 8, 2026, of **LLMD** by the Paris-based startup **ZML** (founded by **Steeve Morin**, former VP Engineering at Zenly): an inference server that runs LLMs across **five chip families** (NVIDIA CUDA, AMD ROCm, Google TPU, Intel oneAPI, Apple Metal) **from a single codebase**. Structuring thesis: training is ceding the spotlight to **inference**, where cost per token, latency, and above all **dependence on silicon** are now decided. ZML's bet — summed up by the motto *model to metal* — is to **decouple the model from the hardware** via a compiler written in **Zig + MLIR** that produces a hermetic native binary, with no Python in the execution path, exposed through an **OpenAI-compatible API**. Two components, two licenses: **ZML** (the framework, Apache-2.0, >90% Zig) is open source; **LLMD** (the server) is not, free at launch. The article reads the object through three consulting-firm lenses — **token FinOps**, **architectural freedom** (Design to Exit), **sovereignty** (emerging European chips, integration into the VSORA Jotunn8 processor) — then delivers an unsparing verdict: it is an **alpha**, to be placed "under active watch," not to switch to today.
Video interview recorded at **VivaTech** (**Scaleway** booth), broadcast by the media outlet **République**, bringing together **Damien Lucas** (CEO of Scaleway) and **Franck Le Moal** (Global Technical Officer of the **LVMH** group). **Central thesis**: the emergence of a **"tech geopolitics"** is forcing multinationals to abandon the single global solution in favor of an **information system regionalized into three blocs** (United States, Europe, China). LVMH (€80bn in revenue, 75 maisons, 100+ countries) formalizes a **cloud partnership with Scaleway** to build an **autonomous European building block**, alongside Google Cloud (data, since 2021), SAP, Salesforce on the Western side and Alibaba Cloud / Huawei / Tencent on the Chinese side. The group describes itself as **"hybrid"** and **autonomous** rather than **"sovereign"** (a word it rejects, deemed ambiguous). Scaleway positions itself as a **European cloud provider** immune to extraterritorial laws and protected against a **kill switch** ("not science fiction," given the weekend's news). Damien Lucas's economic argument: **€1 spent with Scaleway = 68 cents that stay in the European economy** (vs < 20 cents with a US hyperscaler, even when hosted in France). Timeline: PoCs completed, rollout starting at **Sephora and Louis Vuitton**, significant footprint targeted within **12-18 months**. Scaleway's stated mission: focus on **IaaS/PaaS** (no verticalization such as office productivity software), relying on a partner ecosystem (sovereign applications, European chipsets and servers). Scaleway's **Nvidia GPU / AI** offering is **not planned in the short term** but remains open (open source models for autonomy + economic performance).
**Bertrand** — journaliste / présentateur du média **République** (partenaire de VivaTech) · conduit l'entretien. **Damien Lucas** — CEO de **Scaleway**. **Franck Le Moal** — Global Technical Officer du groupe **LVMH**.