Nvidia to announce $2B European AI investment push this week

The hardware focus centers on deploying its Blackwell GPU platform. Nvidia targets 18,000 systems for Mistral in France, 14,000 for UK partners, and 10,000 for Germany’s industrial AI cloud. Combined, these deployments aim to deliver over 3,000 exaflops of compute capacity. Nvidia frames the push as part of Europe’s push for sovereign AI, aligning with the EU’s AI Gigafactories initiative, which seeks to build up to seven facilities backed by €10 billion in public funding. Nvidia has signed letters of intent to supply hardware for these Gigafactories, alongside competitors AMD and Qualcomm.