Welcome to our GTC Paris at VivaTech 2025 wrap-up. Hello everyone, I'm Dion Harris, Senior Director of HPC and AI Infrastructure Solutions at NVIDIA. Europe was the birthplace of the first two industrial revolutions and where modern manufacturing emerged.Now, the fourth industrial revolution has arrived: the age of AI. This year, we showcased something remarkable—the acceleration of AI across every corner of Europe. In his keynote, Jensen Huang shared how we're entering the era where agentic AI can understa ...

Core Viewpoint - Nvidia is at the forefront of the AI revolution, designing highly sought-after AI chips and expanding into a comprehensive range of AI products and services [1][5][7] Financial Performance - Nvidia achieved record revenue of $130 billion in the latest fiscal year, a significant increase from $27 billion two years ago, showcasing its success in the AI boom [2] - The company's stock price has surged 1,500% over the past five years, reaching new highs recently [3] Market Position and Innovation - Nvidia is a key player in the AI sector, offering powerful GPUs and various accompanying products, which are essential for AI development [5][7] - The recent launch of DGX Cloud Lepton allows developers to access GPUs from multiple cloud providers, further solidifying Nvidia's market position [6] Risks and Challenges - Nvidia's gross margin has remained above 70%, but it recently dropped to 60% due to a charge related to lost sales in China, which accounted for 13% of sales last year [9][10] - U.S. export controls on chips to China have led Nvidia to exclude this market from its sales forecasts, although U.S. customers represent nearly half of total sales [10] Investment Considerations - Nvidia's stock trades at 35 times forward earnings estimates, which is higher than a few weeks ago but lower than its peak of over 50 [11] - Despite the current high stock price, Nvidia's strong earnings track record and market position suggest it remains a reasonable investment for long-term holders [12][13]

Developers need easy and reliable access to compute that keeps up with their work wherever they are, whatever they're building. DJX Cloud Leptin provides ondemand access to a global network of GPUs across clouds, regions, and partners like Yoda and Nebus. Multicloud GPU clusters are managed through a single unified interface.Provisioning is fast. Developers can scale up the number of nodes quickly without complex setups and start training right away with pre-integrated tools and training ready infrastructur ...

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]

Mistral AI, Nebius, Nscale, Firebird, Fluidstack, Hydra Host, Scaleway and Together AI — Along With AWS and Microsoft Azure — Bring Compute Resources to DGX Cloud Lepton Marketplace to Meet AI DemandHugging Face Integrates DGX Cloud Lepton Into Training Cluster as a Service, Expanding AI Researcher Access to Scalable Compute for Model TrainingNVIDIA and Leading European Venture Capitalists Offer Marketplace Credits to Portfolio Companies to Accelerate Startup Ecosystem PARIS, June 11, 2025 (GLOBE NEWSWIRE) ...

Core Viewpoint - NVIDIA continues to solidify its leadership in the AI sector with significant announcements at the Computex 2025 conference, particularly the launch of NVLink Fusion, which enhances its competitive edge over rivals [1][12]. Group 1: Technology and Product Developments - NVLink Fusion technology allows NVIDIA GPUs to connect with third-party CPUs and ASICs, expanding options for AI infrastructure and creating new revenue streams [2][3]. - The RTX Pro Server has entered volume production, offering performance improvements of approximately 2x to 4x compared to the original H100 AI GPU [4]. - Upcoming product launches include the GB300 systems and advancements in the Grace Blackwell product line, along with the introduction of DGX Cloud Lepton, a SaaS service for AI developers [5]. Group 2: Financial Outlook and Analyst Sentiment - Analysts anticipate strong Q1 2025 results for NVIDIA, with revenue estimates raised due to new projects, including a collaboration with Foxconn to build an AI supercomputer in Taiwan [7][9]. - The 12-month stock price forecast for NVIDIA is set at $164.84, indicating a potential upside of 22.71% based on 44 analyst ratings [8]. - Despite previous price target reductions, the consensus remains a Moderate Buy, with expectations of price target increases following the Computex announcements [10][11]. Group 3: Market Position and Future Projections - NVIDIA's leadership in the AI industry is expected to continue for several years, with the stock trading at lower multiples compared to historical levels, suggesting potential for significant gains [12]. - Projections indicate that if NVIDIA performs as expected, the stock could rise by 100% to 200% over the next decade, trading at 24x to 36x its 2035 forecast [13].

Core Viewpoint - NVIDIA CEO Jensen Huang announced the launch of DGX Cloud Lepton, aimed at connecting developers with NVIDIA's global computing ecosystem [1] Group 1 - The introduction of DGX Cloud Lepton is a strategic move to enhance developer access to NVIDIA's computing resources [1] - This initiative is expected to strengthen NVIDIA's position in the cloud computing market [1] - The launch reflects NVIDIA's commitment to expanding its ecosystem and supporting developers in leveraging advanced computing technologies [1]