Jensen Huang Pushes Nvidia's AI Vision Across Europe With $10 Billion Investment Blitz

Reviewed byNidhi Govil

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Nvidia CEO Jensen Huang embarked on a European tour unveiling plug-in AI data centers and announcing roughly $10 billion in investments. At GTC Berlin, he pitched sovereign AI infrastructure while environmental protesters interrupted his keynote. Huang also addressed AI safety concerns, stating he would cut off customers building unsafe AI.

Nvidia CEO Jensen Huang Unveils Modular AI Infrastructure at GTC Berlin

Nvidia CEO Jensen Huang delivered a 90-minute keynote at the company's GTC conference in Berlin, presenting a vision where Europe becomes a major AI producer rather than just a consumer

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. Speaking to 4,000 attendees at the Tempodrom venue, Huang introduced the DSX Pod, a plug-and-play modular AI data center that arrives pre-assembled in large metal containers packed with Nvidia's Vera Rubin compute racks

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. The DSX Pod can be brought online in 14 days instead of the months or years traditional AI data centers require, addressing Europe's notoriously slow infrastructure development

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Source: France 24

Source: France 24

The containerized datacenters combine seven liquid-cooled Vera Rubin compute racks using Nvidia's Spectrum-X networking, with partners handling cabling, integration, and testing before delivery

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. Availability is expected in early 2027, though this timeline excludes site preparation for power and connectivity

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. Huang emphasized environmental benefits, claiming that at 2 gigawatts, DSX can save 54 million liters of water daily through closed-loop liquid cooling with coolant temperatures up to 45°C and outdoor dry coolers

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Environmental Protests and AI Safety Stance

The presentation was briefly interrupted when two Greenpeace protesters unfurled a banner reading "Clean up your dirty business," prompting Huang to tell security to "Go easy" as they were removed

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. Despite the disruption, Huang maintained his characteristic ebullience, joking with the protesters before continuing his pitch

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On AI safety, Huang told Bloomberg in London that he would hypothetically halt chip supply to customers building unsafe AI, though he emphasized the need for dialogue first since Nvidia doesn't run other companies and its AI technology is general-purpose

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. The Nvidia CEO also told CNBC that the chipmaker "absolutely must" work with Chinese AI companies on monitoring risks around the "potentially dangerous" technology

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. Huang advocates for dialogue with Chinese researchers and believes the U.K. is positioned to convene international AI safety discussions due to its intellectual capital

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. He has emerged as a prominent opponent to AI regulation, arguing that current concerns are overdone and prescribing accelerated containment and monitoring technology—which Nvidia is now building a team to sell

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Robotics Push and Physical AI Platforms

Huang positioned humanoid robotics as "the next great industry," arguing that Europe's manufacturing heritage makes it well-placed to lead

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. Nvidia unveiled Agile ONE SN, a humanoid robot reference platform from German startup Agile Robots based on Nvidia's Isaac GR00T technology and a Jetson Thor compute module, scheduled for early 2027

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. The platform gives robotics researchers and developers a ready-made system for developing and testing capabilities

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Source: The Register

Source: The Register

Small two-legged Microduck robots from Pollen Robotics, a recent Nvidia acquisition Hugging Face, demonstrated on stage how AI trained in the cloud could be evaluated on an Nvidia RTX Spark PC and deployed on physical robots

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. Beyond robotics, Nvidia is pushing AI technology into autonomous vehicles and telecommunications, with Huang announcing partnerships with European carmakers VW and Mercedes

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. Europe's telecoms operators are deploying Nvidia-powered computing in their networks for AI-RAN services, with Huang boasting that "CUDA makes phone calls" after the first commercial call on T-Mobile's network with Nokia

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Sovereign AI Strategy and $10 Billion European Investment Blitz

At the heart of Huang's global strategy is sovereign AI—the concept that every nation should build and control its own AI infrastructure, data and AI models rather than depend on U.S. or Chinese tech giants

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. Nvidia has invested roughly $10 billion in Europe over the past year, including 14 investments in European startups during Huang's current trip

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. In France, Huang announced investments in four startups and joked he's "the biggest VC in Europe," with President Emmanuel Macron welcoming him to Paris

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. In Britain, he channeled Oprah Winfrey while announcing stakes in five startups, shouting "I am giving you money!" from a converted London church stage

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. In Sweden, Huang unveiled AI supercomputers backed by the country's industrial elite, likening Nvidia's technology to a "time machine" compressing years of research into days

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Source: Axios

Source: Axios

Nvidia is also helping build national AI ecosystems across Saudi Arabia, South Korea, India, Malaysia and Africa

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. Forrester principal analyst Paul Miller noted that while Huang positioned Nvidia as a strong supporter of Europe's sovereign tech ambitions, anything with critical ongoing dependencies on Nvidia or any non-European firm is unlikely to meet the purest definitions of European tech sovereignty

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. In Germany, Huang challenged Chancellor Friedrich Merz to loosen Europe's regulatory instincts, warning that "there's nothing to regulate if the industry doesn't thrive"

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Addressing AI Bubble Concerns and Future Market Expansion

Huang's European offensive comes as fears of an AI bubble rattle Wall Street, with shares and bonds of Nvidia-backed CoreWeave and other neocloud providers plunging

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. Investors are scrutinizing a circular flow of money where Nvidia helps finance the very AI companies buying its products, raising questions about demand sustainability

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. Huang has emerged as the AI industry's chief cheerleader during market turmoil, countering bubble predictions with assurances that demand is accelerating

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The Nvidia CEO is working to spread the AI boom beyond the U.S. and China, courting governments, bankrolling startups and cultivating massive new markets for Nvidia's chips

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. His bet is that governments and institutions worldwide will want their own highly customized AI data centers running open AI models, creating a vast new class of customers including entire countries treating AI infrastructure as an economic and national security imperative

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. Huang predicted that AI agents' reasoning, iteration, and tool use are pushing token consumption and demand for computing—and Nvidia GPUs—higher, with every company in the future using both closed models and open models customized on proprietary data

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. Nvidia's $250 million commitment to UK agentic safety research will provide compute resources rather than cash, with Oxford and University College London among institutions studying safeguards for AI agents

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