Overview

• Nvidia’s Jensen Huang has secured partnerships with Mistral AI in France and Deutsche Telekom in Germany to build AI data centers equipped with 18,000 GPUs and a new cloud platform.
• The UK has committed £1 billion to expand computing capacity and the EU unveiled a $20 billion plan for four AI gigafactories to reduce reliance on U.S. tech firms.
• An EU official confirmed Nvidia will allocate portions of its chip production to European facilities to support the planned gigafactories.
• Industry experts warn Europe faces a widening funding gap compared to U.S. hyperscalers that invest $10 billion to $15 billion quarterly in infrastructure.
• High electricity costs and strict regulations like GDPR continue to challenge the development and scaling of sovereign AI projects across the continent.