Nvidia CEO Jensen Huang stepped onto the World Economic Forum stage Wednesday morning with a clear message for Europe.
The tech billionaire warned that Europe is about to squander its best shot at global relevance in the AI era, or maybe seize it.
Speaking in a packed session with BlackRock Chief Larry Fink, Huang framed artificial intelligence and robotics not as a threat to European manufacturing but as a “once-in-a-generation opportunity”.
His message to policymakers and industrialists was to move fast on energy infrastructure and sovereign AI capability, or watch the moment pass.
You can now fuse your industrial capability, your manufacturing capability, with artificial intelligence, and that brings you into the world of physical AI, or robotics.
The Nvidia chief deliberately positioned Europe’s weakness in software as immaterial.
“Europe has missed the last US-led software era,” he explained, but added that the region possesses “an incredibly strong industrial manufacturing base worldwide.”
As per the Nvidia CEO, that combination is precisely what wins in robotics, a field that demands both cutting-edge AI and world-class physical production capability.
Nvidia CEP flags Europe’s AI bottleneck
The urgency in Huang’s language reflects a real structural anxiety.
Europe’s global share of data center capacity collapsed from 25% in 2015 to 15% by 2024, while the continent struggled with grid constraints, and energy costs nearly doubled those of the United States.
In 2026, European data centers are expected to add only 750 MW of capacity, not enough to close the gap.
Without a pivot toward energy, infrastructure investment, and domestic sovereign AI platforms, Europe risks becoming a passive consumer of AI tools built elsewhere.
The proof is already rolling off factory floors.
Mercedes-Benz, Siemens, Volvo, and Schaeffler have launched robotics initiatives and partnerships over the past year.
Siemens has pivoted hard into industrial AI, expanding its AI copilot portfolio and partnering with Nvidia on the “world’s first fully AI-driven adaptive manufacturing site.”
These moves signal serious executive conviction that the industrial AI shift is real. But without stable power and local compute capacity, these ambitions hit a wall.
The policy test ahead
European policymakers have signaled that they are listening.
The EU’s AI Continent Action Plan targets tripling data center capacity within five to seven years.
Britain pledged £1 billion for computing infrastructure; France positioned data center buildout as a sovereignty fight; Germany signaled commitment to digital sovereignty through Deutsche Telekom partnerships with Nvidia.
The EU green-lit four “AI gigafactories” at a $20 billion investment.
But Huang’s Davos warning about energy cannot be brushed aside.
“I think that it’s fairly certain that you have to get serious about increasing your energy supply,” he said, emphasizing that grid constraints have become the real ceiling on European AI ambition.
For investors and tech leaders, the next 12 months will reveal whether Europe’s policy commitments translate into hardware, power, and capital.
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