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Nvidia bets on European AI push amid shrinking China revenue

South China Morning PostThursday, June 12, 2025 at 8:00:08 AM
Nvidia bets on European AI push amid shrinking China revenue
Nvidia is doubling down on Europe as its sales in China take a hit from U.S. export restrictions. At a tech conference in Paris, CEO Jensen Huang announced plans to build 20 AI factories across Europe and create an "industrial AI cloud" for manufacturers, starting with a major facility in Germany. It’s a clear pivot—while China’s revenue shrinks, Nvidia’s betting big on European demand for AI infrastructure.
Editor’s Note: Nvidia’s move isn’t just about replacing lost Chinese sales—it’s a strategic play to dominate Europe’s booming AI market. With governments and industries racing to adopt AI, Nvidia’s infrastructure push could give it a foothold in shaping how European factories and businesses integrate the tech. But it also highlights how geopolitical tensions (like U.S.-China chip wars) are forcing tech giants to rethink their global strategies on the fly.
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