Core Insights - Nvidia is positioning itself as a key player in the global AI infrastructure landscape through partnerships with European countries and companies [1][5] - The company aims to enhance AI computing capacity in Europe by a factor of 10 over the next two years, amidst challenges from U.S. export restrictions [5] Partnerships and Projects - Nvidia announced a partnership with French startup Mistral to create an "AI cloud" utilizing 18,000 Nvidia Grace Blackwell chips [6] - Infrastructure projects are also being developed in Italy and Armenia [6] - Collaborations with telecommunications companies like Orange and Telefonica focus on deploying AI applications and large language models [7] Infrastructure Development - Nvidia is building an "industrial cloud" in Germany featuring 10,000 GPUs tailored for European manufacturers [7] - The concept of "sovereign AI" emphasizes the importance of regional data centers and servers for EU users [8] - Nvidia is establishing "tech centers" across Europe to promote advanced research and workforce upskilling in countries such as the U.K., France, Spain, and Germany [8] Product Expansion - The company expanded its DGX Cloud Lepton product, integrating it with AI model repository Hugging Face, allowing global access to GPUs for AI applications [9]
Nvidia makes big play for Europe with infrastructure deals