Nvidia chief Jensen Huang mentioned that AI robotics is a “once-in-a-generation” alternative for Europe because the area boasts an industrial manufacturing base that’s “extremely robust.”
“Now you can fuse your industrial functionality, your manufacturing functionality, with synthetic intelligence, and that brings you into the world of bodily AI, or robotics,” he mentioned in an deal with on the World Financial Discussion board in Davos on Wednesday.
It presents a possibility to “leap previous” the period of software program, he added, which has been led by the U.S.
Rise of AI robotics
Consideration throughout the commercial and tech sectors has more and more shifted to autonomous robotics as latest advances in AI promise extra capabilities.
European industrial and manufacturing giants, together with Siemens, Mercedes-Benz Group, Volvo and Schaeffler, have all introduced robotics tasks and partnerships with robotics tech corporations previously yr.
Huge Tech corporations have additionally been doubling down within the area. Tesla CEO Elon Musk mentioned 80% of the corporate’s worth would come from its Optimus humanoid robots in September, Google’s AI division DeepMind launched AI fashions for robotics in 2025, and Nvidia introduced partnerships with Alphabet to work on bodily AI in March.
Tech traders have taken be aware. Corporations constructing robotics raised a document $26.5 billion in 2025, in line with deal counting platform Dealroom.
Getting critical about power
To reap the benefits of the chance in AI, Europe has to “get critical” about its power provide in order that it will probably spend money on the infrastructure layer, Huang mentioned.
The area has a number of the highest power prices on this planet. Microsoft boss Satya Nadella mentioned power prices might be a key think about figuring out how profitable nations are within the AI race at WEF on Tuesday.
“I believe that it is pretty sure that it’s important to get critical about growing your power provide in order that you could possibly spend money on the infrastructure layer, in order that you could possibly have a wealthy ecosystem of synthetic intelligence right here in Europe,” Huang mentioned.
Europe has been grappling with restricted entry to power as hyperscalers look to roll out AI infrastructure throughout the area.
That speedy buildout is displaying no indicators of slowing down, mentioned Huang. AI has began the “largest infrastructure buildout in human historical past,” he instructed the viewers at WEF.
“We’re now a number of hundred billion {dollars} into it. There are trillions of {dollars} of infrastructure that must be constructed out.”
