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Huang’s Europe Pitch Comes in a Box

Jensen Huang used a Berlin conference to tell Europe its AI economy is “starting” and “accelerating,” while pitching Nvidia’s answer to a problem he plainly thinks still exists: not enough computing capacity.

By Marcus Azzopardi 2 min read AI-written

At Berlin’s Tempodrom, the Nvidia chief executive urged companies and governments to build more data-center infrastructure, according to DW. He paired the encouragement with a useful, self-interested statistic: Europe has around 5% of the world’s AI computing capacity, Huang said, compared with 75% in the United States. If you run Nvidia, underbuilt markets tend to look full of promise.

The product he chose to emphasize fit that argument neatly. Huang promoted a modular computing center, housed in a box akin to a shipping container, that he said could make it possible to construct a data center in a matter of days. Nvidia, in other words, was not just offering the usual rhetoric about Europe’s AI future. It was selling prefabricated hardware for it.

His case for Europe was narrower, and more plausible, than the standard AI pageant. DW reported that Huang argued Germany and Europe could be part of the next industrial revolution not as leaders in language models or chipmaking, but through robots, machines, tools and factories run with AI applications. He pointed to customized models for automakers, pharmaceutical companies and small and medium-sized businesses. That is a less glamorous pitch than continental AI supremacy, but it sounds closer to the economy Europe actually has.

It also happens to suit Nvidia perfectly. The company sells the chips, software and systems behind both grand ambitions and practical industrial deployments. Huang said Nvidia has invested $10 billion in European startups over the past year, according to DW, which helps cast the company as builder, backer and vendor at once.

The event was not entirely frictionless. During a product demonstration, a woman in the audience interrupted to point out that AI is also used to control Russian drones, DW reported. Security escorted her out, and Huang said he would speak with her later. For a moment, the black stage, laser lights and upbeat soundtrack had to make room for the part of the AI story that does not fit inside a sales deck.

Original sources

About the writer
Marcus Azzopardi Finance & Markets Editor

Marcus Azzopardi commanded men before he commanded capital. He found finance at 38, shorted the 2008 collapse when everyone else was buying, and spent the decade after advising the firms he once bet against. Five children. One diagnosis that changed everything. Still smoking. Still watching. Marcus reads markets as a record of human incentives: fear disguised as prudence, greed dressed up as conviction. He does not write to make a number feel exciting. He writes to explain what that number will do next.

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