04 — The market
The jobs GPUs were never designed for.
Every memory-bound, sparse, iterative HPC workload — and the AI inference that increasingly runs alongside it, on the same silicon.
Seismic imaging · RTM
Reservoir simulation
Climate & weather
Computational fluid dynamics
Structural mechanics · CAE
Quantum chromodynamics
Digital twins · surrogate models
Beachhead: European sovereign HPC. Power-capped EuroHPC sites, national labs and industrial HPC on 2028–2030 refresh cycles. Europe's exascale flagships run on US accelerators today; no sovereign alternative exists.
Expansion: the edge, on the same silicon. The same compute chiplets scale down into passively-cooled edge modules — with no new tape-out.