NVIDIA announced these significant developments in Europe's AI infrastructure during GTC Paris on June 11, 2025, emphasizing its role in advancing sovereign AI capabilities in the region.

Europe is forming a strategic partnership with NVIDIA to develop a 3,000 exaflop AI infrastructure, aiming to bolster digital sovereignty and industrial leadership amid the global AI race.

This expansion includes localized compute power, industry-specific AI factories, and collaborations with telecom giants like Orange, Fastweb, Telefónica, Swisscom, and Telenor to create resilient, sovereign AI infrastructure.

NVIDIA is establishing a network of AI hubs and factories across Europe, working closely with telecom companies to reduce dependence on U.S. hyperscalers and promote AI sovereignty.

Country-specific deployments include France's Mistral AI with 18,000 Grace Blackwell systems, the UK's Nebius and Nscale with 14,000 GPUs, Germany's industrial AI cloud for manufacturing, and Italy's Domyn supercomputer for regulated industries.

In Germany, NVIDIA launched a pioneering industrial AI cloud equipped with 10,000 Blackwell GPUs, designed to power simulation, digital twins, and automation, with partners like BMW, Maserati, and Volvo.

However, there are risks such as geopolitical tensions, competition from AMD and Intel, and challenges in scaling infrastructure across diverse European markets.

NVIDIA's architecture, especially Grace Blackwell, outperforms rivals in efficiency and scalability, giving it a competitive edge in the AI hardware market.

While NVIDIA remains central to the global AI economy due to its GPU technology leadership, some AI stocks may offer higher upside potential.

NVIDIA's tech centers in Germany, Sweden, and Spain are fostering AI talent and research in areas like computer vision, climate modeling, and digital medicine.

European leaders from the UK, France, Germany, and Italy have pledged support for these initiatives, including funding for AI gigafactories, with policies and subsidies reducing investment risks.

European governments are actively backing NVIDIA's projects through subsidies and supportive policies, with leaders like Macron and UK officials emphasizing their commitment to AI development.

Major European telecoms such as Orange, Fastweb, Swisscom, and Telefónica are integrating AI services at the edge, offering enterprise AI platforms, language models, and low-latency solutions.

Long-term contracts with partners like Mistral AI and Nebius ensure recurring revenue, while the infrastructure unlocks significant untapped industrial AI adoption across Europe.