tech
January 21, 2026
Nvidia's Jensen Huang says AI robotics is a 'once-in-a-generation' opportunity for Europe
Europe's industrial base sets it up well to lead in the physical AI space, Huang told WEF
TL;DR
- Nvidia CEO Jensen Huang identifies AI robotics as a major opportunity for Europe due to its strong industrial manufacturing.
- He suggests AI robotics allows Europe to "leap past" the software era dominated by the U.S.
- European companies like Siemens, Mercedes-Benz, Volvo, and Schaeffler are investing in robotics.
- Big Tech companies including Tesla, Google, and Nvidia are also heavily involved in AI robotics.
- Investment in robotics companies reached a record $26.5 billion in 2025.
- Huang stressed the need for Europe to improve its energy supply to support AI infrastructure development.
- High energy costs are a concern for AI development in the region, as noted by Microsoft's Satya Nadella.
- Huang described the current AI buildout as the largest infrastructure project in history, requiring trillions of dollars.
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