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**.
Analysis by **Olivier Rafal** for **WeNvision** (French consulting firm), published on **June 4, 2026** (~4 min read), commenting on the launch of the **Tokenomics Foundation** by the **Linux Foundation** (announced June 3, in partnership with the **FinOps Foundation**), which the author sees as the official opening of **the era of "FinOps for AI."** **Pivot thesis**: AI has transformed the economics of software development; the **token** has become *"the new unit of measurement for technology spending,"* mirroring the cloud of the 2010s (**recurring and variable** costs requiring active management), hence the shift by vendors from flat-rate pricing to **token-based billing**. **Order of magnitude (urgency)**: *"According to Goldman Sachs, global token usage is expected to increase 24-fold by 2030, reaching 120 quadrillion tokens per month"* — which elevates token efficiency from a *"technical detail"* to a topic for the **executive committee**. A quote from **J.R. Storment** (founder of the FinOps Foundation): *"Token costs and efficiency have become a CEO-level concern, not a technical footnote."* **Transparency/standardization problem**: current AI pricing is not comparable across providers (input tokens / caching systems / output tokens differ from one model to another) → the Tokenomics Foundation aims to **extend the open source FOCUS specification** to provide a **common language** for purchasing and comparison. **Rafal's central message (beyond cost)**: *"The point of FinOps is not so much to cut costs as to optimize efficiency"* — the real metric is **AI cost measured against business impact** (*time to market, quality, features, eco-design*). **Limits of standards alone**: technical standards are not enough — the **Target Operating Model** must be rethought (teams, processes, data culture, business alignment); American organizations are already announcing *"the end of two-pizza teams in favor of sandwich teams."* **Warning marker**: *"an AI-boosted SDLC will merely [...] amplify problems and just help you go faster... straight into a wall"* (without organizational foundations). **Cited sponsors** of the foundation: Accenture, Booking.com, Google Cloud, Microsoft, IBM, Salesforce. **WeNvision's offering**: *"co-build a roadmap, rethink the operating model for the agentic era, and establish the financial governance that has become indispensable."* **French-language, executive/transformation-oriented reading** of the [[tokenomics-foundation-linux-finops-token-economics-about-2026-06-03]] fiche; converges with the agentic FinOps cluster [[finops-foundation-finops-for-ai-overview-2026-02-17]], [[finout-finops-ai-agents-four-step-allocation-framework-2026-04-27]], [[gupta-token-budget-wars-marginal-token-utility-2026-05-28]] (token→outcome, value > volume).
#Tokenomics Foundation#FinOps for AI#FinOps for AI
**Olivier Rafal** · pour **WeNvision** (cabinet de conseil français — bureaux à Paris, Lille, Strasbourg, Bordeaux, Nantes, Toulouse, Belgique, Luxembourg). Olivier Rafal écrit en analyste/conseil familier des préoccupations de comité de direction (ancien analyste IT, profil conseil-transformation). Publié le **4 juin 2026**.