Group 1 - Supermicro Computer (SMCI) plans to increase manufacturing investments in Europe to meet the growing demand in the artificial intelligence sector [1] - The company currently operates a manufacturing facility in the Netherlands, producing servers equipped with NVIDIA chips for large-scale AI training and deployment [1] - Supermicro's Q1 earnings showed steady revenue growth, but fell short of Wall Street expectations due to customers delaying purchases in anticipation of NVIDIA's next-generation Blackwell AI graphics processor [1] Group 2 - Europe is accelerating the construction of AI data centers, with proposals for at least 3 million latest-generation AI graphics processors [2] - European politicians are advocating for "sovereign AI," emphasizing that data centers should be located within the region to enhance service speed [2] - NVIDIA's CEO recently signed multiple infrastructure agreements in Europe, predicting a tenfold increase in AI computing power in the next two years [2] - AI semiconductor startup Groq has established its first data center in Europe, supported by investments from Samsung and Cisco, with a focus on renewable energy and favorable climate conditions in the Nordic region [2]