AI's Future: Europe's Role and NVIDIA's Vision

NVIDIA's Vision for AI Infrastructure in Europe

Jensen Huang, NVIDIA's CEO, discussed the evolution of AI at Viva Technology (VivaTech) in Paris, emphasizing NVIDIA's investments in European AI infrastructure.

Huang described perceptual AI (interpreting the world through senses), generative AI (creating content), and agentive AI (robotics). He sees data centers transforming into "AI factories," highlighting NVIDIA's Blackwell GPU microarchitecture for AI tasks. GPUs, he noted, are essential for AI systems.

Europe's AI Transformation

Huang focused on Europe's shift from AI consumer to producer. NVIDIA is partnering with companies like Orange and Telefónica to build infrastructure. He stated that Europe recognizes the importance of AI infrastructure.

AI computing capacity in Europe is projected to increase tenfold in two years, boosted by NVIDIA's collaboration with Mistral AI to create a generative AI cloud.

Industrial AI Cloud

Huang addressed AI specialization challenges, noting that optimized large language models require efficient management. He announced plans for the first Industrial AI Cloud in Europe, envisioning virtual development and testing of factories and robots before physical deployment.

USP and FAPESP at VivaTech

The University of São Paulo (USP) and FAPESP showcased innovations at VivaTech, including agriculture, climate, and health technologies. USP professors presented technologies and participated in discussions. Key themes for VivaTech 2025 include AI in robotics, creative industries, and AI for well-being, like drug development.

French President Emmanuel Macron visited VivaTech, which featured speakers from Meta, Alibaba, and other tech companies. VivaTech also introduced the “Top 100 Rising European Startups,” recognizing promising companies with European headquarters, innovation, revenue, and growth. These startups participated in an acceleration program.

FAPESP's participation in VivaTech is part of the FAPESP Week France program.