Nvidia bets on European AI push amid shrinking China revenue
South China Morning Post - TechThursday, June 12, 2025 at 8:00:08 AM
Nvidia is doubling down on Europe as its China business takes a hit. The tech giant announced plans to set up 20 AI factories across the continent and create an "industrial AI cloud" for manufacturers, with its CEO pitching the move as a first-of-its-kind initiative. This European pivot comes as US export controls squeeze Nvidia's sales in China—showing how geopolitical tensions are reshaping where big tech invests.
Editor’s Note: Nvidia's playing chess while others play checkers. With China becoming trickier for US tech firms, Europe's looking like a safer bet—and Nvidia's leaning in hard. This isn't just about selling chips; it's about embedding AI into Europe's industrial backbone. For manufacturers, this could mean smarter factories, but it also signals how tech giants are scrambling to adapt to a fractured global market.
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