Speaking at the World Economic Forum in Davos, Nvidia chief Jensen Huang called AI robotics a “once‑in‑a‑generation” chance for Europe. He argued the continent’s strong industrial manufacturing base lets it fuse hardware expertise with artificial intelligence, leap‑frogging the software‑centric era that has been dominated by the United States.

European giants such as Mercedes‑Benz Group have already announced robotics collaborations, while U.S. players push hard: Elon Musk predicts 80% of his firm’s value will stem from the Optimus humanoid, and Google’s DeepMind released dedicated AI models in 2025. Nvidia’s own March partnership with robotics firms underscores a rapidly expanding physical‑AI market.

Huang cautioned that Europe’s high energy costs could choke the rollout of AI‑driven factories. He urged policymakers to secure cheaper power to sustain the “largest infrastructure build‑out in human history,” where trillions of dollars are at stake. Investors will watch regulatory reforms and utility pricing as catalysts for the next wave of robotics funding.