NVIDIA is making a massive push into Europe, announcing a series of high-profile partnerships and infrastructure projects aimed at solidifying its role as the backbone of the continent’s AI revolution.
At its GTC Paris conference on Wednesday, CEO Jensen Huang unveiled collaborations with governments, telecom giants, and tech firms to build AI data centers, boost local language models, and advance quantum computing research.
Investing in AI infrastructure across Europe
NVIDIA announced new infrastructure projects in France, Germany, Italy, and Spain.
In France, NVIDIA is teaming up with AI startup Mistral to deploy 18,000 of its new Grace Blackwell chips for an “AI cloud” platform. This setup will help local businesses build and use advanced AI models.
In Germany, NVIDIA is building a massive “industrial AI cloud” that will use 10,000 of its GPUs. According to the company, this facility will power AI-driven manufacturing processes across Europe.
In Italy, NVIDIA is working with Domyn and the government to advance the nation’s sovereign AI capabilities.
In Spain, Telefónica is trialing a distributed edge AI fabric with hundreds of NVIDIA GPUs for low-latency, privacy-focused AI services.
Additionally, NVIDIA is expanding its footprint with new technology centers in Germany, Sweden, Finland, Italy, Spain, and the UK. These hubs will focus on workforce training and supporting local AI startups.
“Every industrial revolution begins with infrastructure. AI is the essential infrastructure of our time, just as electricity and the internet once were,” Huang said in a press release on Wednesday. “With bold leadership from Europe’s governments and industries, AI will drive transformative innovation and prosperity for generations to come.”
Language, AI, and quantum computing
NVIDIA also announced a strategic partnership with AI search startup Perplexity, aimed at developing AI tools in local European languages. The company said it would work with AI developers in countries such as France, Germany, Poland, Sweden, Italy, and Spain to improve reasoning models in languages that typically lack enough data to train AI.
“We’re doing a lot of synthetic data generation to bring to these low-resource languages and translating our reasoning data so that they can train on it,” said Kari Briski, vice president of generative AI software at NVIDIA, in an interview cited by Economic Times India.
These local models will be distributed by Perplexity for use in regional data centers, making it easier for businesses to use AI in day-to-day operations.
NVIDIA also used the GTC Paris stage to highlight its vision for future computing. The company is investing in hybrid quantum-AI research and says quantum computing is nearing a tipping point.
“Quantum computing is reaching an inflection point,” Huang said during his keynote speech. “We are within reach of being able to apply quantum computing… in areas that can solve some interesting problems in the coming years.”
Tackling supply chains and the China challenge
While NVIDIA celebrates growth in Europe, it has grappled with the impact of US export restrictions on China, a market that previously generated $3-4 billion annually. The company has set its revenue forecast from China to zero, highlighting the urgency to grow in other regions. We’ll see if that changes based on the recent US-China trade agreement.
At the GTC Paris financial analyst Q&A, NVIDIA confirmed that its new strategy includes strengthening its supply chains and promoting next-gen chip architecture like GB300 and NVLink technology.
NVIDIA expects AI computing capacity in Europe to grow tenfold within two years, driven by demand for data center infrastructure, sovereign AI, and enterprise-ready AI software. Its DGX Cloud Lepton service is also being expanded to support this growth.
Stock watchers and investors are paying attention. “We came away from the session with increased confidence in NVIDIA’s technical leadership,” said William Blair analyst Sebastien Naji after the Paris event, per Investors.com.
Read TechRepublic’s coverage about NVIDIA’s new UK partnerships the company announced recently during London Tech Week.
