Nvidia’s European AI Factory Blitz: Jensen Huang’s VivaTech 2026 Plan

Specific Projects and Partnerships Across Europe

The ambition is already taking concrete shape through a series of partnerships and projects:

• Mistral AI (France): Deploying 18,000 Blackwell GPUs to create an “AI cloud” in France . At VivaTech 2025, French President Emmanuel Macron called the partnership “historic” .
• Deutsche Telekom (Munich, Germany): A €1 billion ($1.15 billion) partnership to build one of Europe’s largest AI factories — the “Industrial AI Cloud” — using 1,000+ DGX B200 systems, targeting a 50% boost to Germany’s AI computing capacity. The project launched in early 2026 .
• Bull & Foxconn: Announced June 17, 2026: advancing European AI infrastructure with the NVIDIA Vera Rubin NVL72 platform built in Europe .
• Siemens: Expanding their industrial AI partnership to build the first fully AI-driven, adaptive manufacturing sites, announced at CES 2026 .
• Schneider Electric: Strategic collaboration to co-develop power distribution, cooling, and high-density rack infrastructure for AI factories .
• NVIDIA Technology Centers: Huang confirmed Nvidia is building AI technology centers in seven European countries .
• European Commission “AI Factories” initiative: EU-level policy framework supporting sovereign AI infrastructure deployment across member states .

Upcoming Corporate Governance Matters — Nvidia 2026 Annual Meeting

Nvidia’s 2026 Annual Meeting of Stockholders is scheduled for Wednesday, June 24, 2026, and will be held virtually . The proxy statement, filed with the SEC on May 12, 2026, lists seven ballot items :

Management proposals:

1. Election of ten directors nominated by the Board
2. Advisory (non-binding) approval of executive compensation
3. Ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal year 2027

Four stockholder proposals (the Board recommends voting against all four) :

1. Adopting a simple majority vote standard (proposed by John Chevedden) — replacing supermajority voting requirements in the charter and bylaws
2. Reporting on faith-based community engagement
3. Reporting on workforce civil liberties related to DEI
4. Disclosing greenhouse gas emissions from use of sold products

The meeting comes as Nvidia reported a 65% revenue surge in its latest fiscal year . Shareholders can participate online through a pre-meeting question forum and during the virtual meeting .