Key Highlights:
- NVIDIA CEO Jensen Huang says every company in Europe will become an AI company, predicting a flourishing native AI economy.
- The company announced new AI infrastructure initiatives at GTC Berlin, including DSX POD designs intended to cut AI factory deployment time from months to as little as 2 weeks.
- NVIDIA is working with European technology and industrial firms to expand AI computing, robotics and factory automation across the region.
NVIDIA has confided in Europe’s potential to become a major player in the artificial intelligence niche. CEO Jensen Huang predicts that AI adoption will spread across businesses throughout the region. The company shared on X: “There’s no question everybody will become an AI company and we’re going to have a thriving AI economy here in Europe.”
Huang made the remarks at NVIDIA’s GTC Berlin conference on October 21, 2026, as part of a broader push to bolster Europe’s role in AI development. His comments come as the firm expands alliances with European manufacturers, infrastructure providers and entrepreneurs. Rather than treating AI solely as business software, NVIDIA is promoting a model in which companies build and operate AI systems. This approach aims to develop products, automate processes, and support industrial applications.
Why Does NVIDIA Believe Every European Company Will Become an AI Company?
Huang’s perspective is based partly on Europe’s present strength in engineering, manufacturing and industrial technology. At GTC Berlin, he emphasized the region’s expertise in mechatronics, electronics and precision mechanical systems. He argued that these capabilities could help Europe compete in physical AI and robotics. Physical AI refers to systems that can understand and interact with the real world, including robots and other machines. The approach could expand AI adoption beyond software companies into technology startups.
"There’s no question everybody will become an AI company and we’re going to have a thriving AI economy here in Europe." https://t.co/9g3ERvRaAe
— NVIDIA AI (@NVIDIAAI) October 21, 2026
Manufacturers could use AI to improve production processes while industrial conglomerates could develop systems that blend machine learning with robotics, simulation and automation. Nvidia’s wider European strategy includes alliances with industrial technology companies and AI infrastructure providers, with applications spanning manufacturing, scientific research and enterprise services.
Huang has also argued that Europe needs to produce AI rather than merely consume it. That means building the computing infrastructure, developing AI models and running applications natively. NVIDIA has a commercial interest in this expansion because it supplies the processors and software used to train and run AI systems. The company has committed nearly $10 billion to Europe’s technology ecosystem, supporting its efforts to expand the regional AI sphere.
However, Europe still faces challenges in expanding its computing capacity and competing with established AI companies in the United States. The region’s ability to turn the industrial expertise into a competitive benefit will rely on investment in computing infrastructure, energy, skilled workers, and commercially feasible applications. Huang’s remarks reflect NVIDIA’s perspective rather than a guarantee that every company will successfully adopt AI.
How is NVIDIA Expanding AI Infrastructure Across Europe?
At GTC Berlin, NVIDIA introduced its DSX POD reference design for AI factories built using its Vera Rubin platform. The modular system is designed to be embedded and tested before delivery, allowing it to be connected to a prepared site’s power, cooling, and networking infrastructure. Nvidia said the approach could decrease deployment time from around six months to as little as fourteen days, with partners expected to deliver these systems worldwide in early 2027.
The company also emphasized developments in AI factory infrastructure focused on power and cooling efficiency. In a separate announcement, NVIDIA said its DSX platform could help operators generate the same AI output using 30% less power. The company is working with partners across computing, industrial software, energy and cooling to improve how AI facilities are designed and operated. These initiatives address a key problem in AI expansion. The challenge is supplying more computing capacity while managing electricity consumption and infrastructure costs.
Robotics is another part of NVIDIA’s strategy. At the Berlin event, Huang demonstrated AI-trained duck-shaped robots developed by French startup Pollen Robotics in collaboration with Hugging Face. NVIDIA also highlighted a partnership with Germany’s Agile Robots, with plans to produce 1,000 to 2,000 small humanoid robots in 2027. These developments illustrate how models are increasingly being applied to machines that must operate in physical environments, not just digital interfaces. NVIDIA’s European expansion builds on earlier efforts to support regional AI infrastructure.
In June 2026, the company said it was developing 35 new NVIDIA AI supercomputers across Europe, with infrastructure intended to support researchers working in areas such as healthcare, climate science, and clean energy. Together, these announcements show how NVIDIA is positioning its industrial partnerships in physical AI as part of Europe’s next stage of AI adoption. Huang’s prediction that every company will become an AI company reflects that vision; whether the region can become a prosperous AI economy will depend on how effectively businesses translate new computing capabilities into productive, sustainable applications.
