European nations partner with NVIDIA to build sovereign AI capacity

PARIS - France, Italy, the United Kingdom and other European nations are collaborating with NVIDIA to build AI infrastructure based on Blackwell technology that aims to strengthen digital sovereignty and support economic growth across the continent, according to a press release statement. The semiconductor giant, which has achieved remarkable revenue growth of 86% over the last twelve months, continues to strengthen its position as a prominent player in the AI infrastructure market. According to InvestingPro data, NVIDIA maintains excellent financial health with strong profitability metrics, making it well-positioned to execute these large-scale international projects.

The initiative involves regional technology providers including Domyn, Mistral AI, Nebius and Nscale, along with telecommunications companies such as Orange, Swisscom, Telefónica and Telenor. These deployments will deliver more than 3,000 exaflops of computing power for sovereign AI development.

In France, Mistral AI plans to build a cloud platform powered by 18,000 NVIDIA Grace Blackwell systems in its first phase, with expansion planned for 2026. UK cloud providers Nebius and Nscale announced deployment of 14,000 NVIDIA Blackwell GPUs across new data centers.

NVIDIA is also establishing an industrial AI cloud in Germany featuring 10,000 NVIDIA Blackwell GPUs to support manufacturing applications. The company is expanding AI technology centers in Germany, Sweden, Italy, Spain, the UK, and Finland to advance research and workforce development.

"France is committed to investing in AI to strengthen our economy, benefit our citizens and uphold our values," said Emmanuel Macron, president of the French Republic, in the statement.

UK Tech Secretary Peter Kyle noted that NVIDIA’s technology center expansion "will be vital in helping us to deliver on our AI ambitions."

The telecommunications providers involved are developing enterprise-grade AI infrastructure, with Orange accelerating development of agentic AI and language models, while Fastweb has introduced an Italian language model trained on NVIDIA hardware.

NASDAQ:NVDA did not disclose financial details of these partnerships in the announcement.

In other recent news, Nvidia has been active on multiple fronts, with notable developments in partnerships and technology advancements. Nvidia announced a collaboration with L’Oréal to enhance artificial intelligence capabilities in AI-generated advertisements and product recommendations, utilizing Nvidia’s AI Enterprise platform. Additionally, Nvidia has partnered with Hewlett Packard Enterprise and the Leibniz Supercomputing Centre to build a new supercomputer, named the Blue Lion project, expected to be available to scientists in 2027. Another significant achievement for Nvidia is the JUPITER supercomputer, which has been recognized as Europe’s fastest system, marking a milestone in high-performance computing and AI workloads.

Furthermore, Nvidia’s collaboration with the UK’s Financial Conduct Authority introduces a "Supercharged Sandbox" for financial firms to test AI tools, aimed at fostering innovation and economic growth. On the financial front, BofA Securities maintained a Buy rating on Nvidia, emphasizing the company’s strong position in the AI sector and its potential to capitalize on the ongoing AI trend. These developments underscore Nvidia’s strategic initiatives to expand its influence in AI and computing technologies.

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