FY2025 Capex

€361.4M

33.3% of revenue · H100 / H200 / DGX H100 GPU clusters

Public Cloud Growth

+15.8%

YoY · AI GPU cluster is the primary driver

HPC Storage Partner

None

No DDN, WEKA, or VAST Data found

Signal	Finding	Gap / Risk
Storage Stack	OpenStack + OpenIO object storage (proprietary)	No parallel FS for AI workloads
Intent Signal	500 active intent topics · "AI champion" flag	Adoption gap vs. intent level
🎯 Your Account	44 DCs globally · Italy + US expansion active	Live expansion = open window

Opening Line

“You’re deploying H100 clusters at €361M capex with no HPC-tier storage underneath. What’s the plan for the Italy and US expansions?”