NVIDIA expands Europe AI push at GTC Berlin keynote

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NVIDIA expands Europe AI

Highlights

NVIDIA CEO Jensen Huang announced at GTC Berlin that the company collaborates with over 12,000 European partners, including L’Oréal, Spotify, and HSBC, to advance AI infrastructure.
Huang emphasized that AI advancement in Europe depends on building foundational infrastructure, likening it to networking and electricity grid requirements.
NVIDIA’s Europe strategy focuses on commercial opportunities driven by long-term regional demand for data center capacity, accelerated computing, and broad AI deployment.

Berlin keynote outlines Europe strategy

As reported by NVIDIA Newsroom, CEO Jensen Huang uses his GTC Berlin keynote to position Europe as both a major consumer and producer of AI infrastructure, with the event drawing journalists, analysts and partners to the Tempodrom while more than 100 sessions run across the three-day conference.

Huang says European companies including L’Oréal, Revolut, Spotify, Merck, Vodafone, Zara, Porsche, Nestlé and HSBC are working with NVIDIA on AI. He presents that collaboration as part of a wider regional push following the company’s weeklong tour through Paris, London, Stockholm and Dublin.

The company says it is working with more than 12,000 partners across Europe. Huang frames that effort as part of a broader technology buildout, saying a new industrial revolution is beginning after decades of progress in computing.

Infrastructure focus shapes regional AI ambitions

In the keynote, Huang describes AI as a five-layer system in which energy powers advanced computers, those systems form AI factories, and the factories generate tokens and digital intelligence from models that are then embedded in applications. The message underscores NVIDIA’s commercial focus on the computing and infrastructure foundation needed before AI services can scale.

He argues that Europe needs to build the underlying infrastructure before fully participating in the AI economy, comparing the process to the way the internet required networking and electricity required the grid. That framing suggests NVIDIA is targeting long-term demand in Europe for data center capacity, accelerated computing and broader AI deployment.

In our earlier article on the U.S. AI data center boom, we examined how rising financing costs, construction delays, and power constraints are starting to slow expansion plans. We also noted that only a minority of proposed projects look fully credible, as developers face tighter capital conditions, cost overruns, and growing pressure to secure reliable energy amid local pushback.

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