At Nvidia’s (NVDA) GTC Paris, held alongside Europe’s largest tech event, VivaTech, CEO Jensen Huang delivered a clear message: Europe isn’t just adopting artificial intelligence, but building it.
The chipmaker announced major partnerships and technological advances, positioning the region as a critical AI hub, including plans for the world’s first industrial AI cloud in Germany and expanded robotics capabilities across European manufacturers.
Huang emphasized that the continent is laying the groundwork for an AI-powered future through sovereign infrastructure, advanced robotics, and quantum computing breakthroughs that will reshape industries from manufacturing to media.
Nvidia Expands European AI Infrastructure with Major Industrial Push
Nvidia unveiled ambitious plans to transform Europe’s manufacturing landscape through artificial intelligence. It announced the development of the world’s first industrial AI cloud in Germany, as well as comprehensive robotics partnerships across Europe.
The initiatives, revealed at Nvidia GTC Paris, represent an expansion of the company’s European operations as manufacturers face growing labor shortages and sustainability demands.
The industrial AI cloud will enable European manufacturers to simulate, automate, and optimize operations at an unprecedented scale using Nvidia’s Omniverse platform for digital twins. This infrastructure represents a critical step toward what CEO Jensen Huang described as “AI factories” that will generate the computational tokens powering modern intelligence systems.
European robotics companies are rapidly integrating Nvidia’s Isaac platform to develop AI-driven manufacturing solutions. Agile Robots is post-training the company’s GR00T N1 foundation model to operate dual-arm manipulator robots in industrial environments, while Universal Robots introduced its fastest collaborative robot, the UR15, powered by Nvidia’s AI accelerator technology.
Nvidia also expanded its safety framework with Halos, a comprehensive system now covering robotics development. Its AI Systems Inspection Lab earned accreditation from the ANSI National Accreditation Board, ensuring autonomous machine developers can meet functional safety standards. Companies including Arcbest, Boston Dynamics, and FORT joined the Halos program to validate their products against Nvidia’s safety requirements.
The chipmaker strengthened its European presence through partnerships with the European Broadcasting Union for sovereign AI development and the establishment of new technology centers across Finland, Germany, Spain, Italy, and the United Kingdom. These initiatives support workforce development and quantum computing research, with Nvidia’s CUDA-Q platform now operational on Denmark’s Gefion supercomputer.
Nvidia’s quantum computing partnerships span supercomputing centers and hardware builders across Europe, focusing on hybrid quantum-AI research and accelerating error correction. The company emphasized that quantum computing is reaching an inflection point, where practical applications are expected to emerge in the coming years.
Nvidia also announced smart city AI blueprints that combine its Omniverse, Cosmos, NeMo, and Metropolis platforms to help cities build digital twins for urban planning and optimization. Early adopters include France’s SNCF rail network and Sicily’s Palermo, demonstrating real-world applications in transportation and public safety monitoring.
Is NVDA Stock Undervalued?
It’s evident that Nvidia is at the center of the artificial intelligence megatrend. Despite its massive size, Nvidia is forecast to grow its revenue from $130.5 billion in fiscal 2025 to $322.77 billion in fiscal 2030. The tech giant’s adjusted earnings are forecast to expand from $2.99 per share to $7.31 per share in this period. If the tech stock is priced at 35x forward earnings, it will trade around $255 in early 2029, indicating upside potential of over 70% from current levels.
Out of the 44 analysts covering NVDA stock, 37 recommend “Strong Buy,” three recommend “Moderate Buy,” three recommend “Hold,” and one recommends “Strong Sell.” The average target price for Nvidia stock is $174, 23% above the current price.
