Nvidia Corp. Chief Executive Officer Jensen Huang projected that Europe’s artificial-intelligence computing capacity will increase by a factor of ten over the next two years, with more than 20 so-called AI factories in the works.

Nvidia stock fell early Friday, mirroring losses in the broader market. Even so, momentum around artificial-intelligence stocks remains strong. CEO Jensen Huang this week announced a flurry of initiatives during his European tour that could strengthen the chip maker’s position in the long run.

Chipmaker Nvidia will exclude the Chinese market from its revenue and profit forecasts following the imposition of tough US restrictions on chip sales to China, its CEO said Thursday.

Jensen Huang, the global chip tycoon, offered his opinion on Wednesday: neither dystopia nor domination. AI, he said, is a tool for liberation. To continue reading, log in or subscribe.

Nvidia has rebranded Lepton AI as DGX Cloud Lepton and relaunched it in June 2025. According to Nvidia, the service delivers a unified AI platform and compute marketplace that connects developers to tens of thousands of GPUs from a global network of cloud providers.

Nvidia and artificial intelligence search firm Perplexity on Wednesday said they are partnering with more than a dozen AI firms in Europe and the Middle East to refine those firms' AI technologies and distribute them to local businesses.

The chip designer pledged to build 20 AI factories on the continent, including a German facility in the works to be equipped with 10,000 GPUs.

Nvidia and Deutsche Telekom partner to launch Germany's first AI industrial cloud, revolutionizing European manufacturing with cutting-edge technologies. Read for more.

Nvidia and AI search firm Perplexity said they are joining hands with model builders and cloud providers across Europe and the Middle East to refine sovereign large-language models (LLMs) and accelerate enterprise AI uptake in local industries.

NVIDIA Corporation NVDA showed off its AI market leadership and growing opportunities for sovereign AI at GTC Paris, an analyst said in a new investor note. The NVDA Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on Nvidia with a $170 price target.

The Nvidia CEO spent the week in London and Paris meeting world leaders and striking AI infrastructure deals.