Jensen Huang Declares AI a New Industry and Urges European Transformation

The development of the artificial intelligence sector has recently reached a brand-new milestone, with NVIDIA CEO Jensen Huang delivering a key speech at the GTC conference held in Berlin, Germany. He clearly pointed out during the event that artificial intelligence is by no means merely a simple software technology, but is instead taking shape as a "new manufacturing industry." This perspective not only redefines the economic value and social role of the AI industry, but further highlights the structural transformations occurring across the global technology landscape. As AI technology transitions from cloud computing to deep integration with the physical world, how to achieve localized production and application has become a core issue of concern for governments and enterprises worldwide. In his speech, Huang specifically urged European nations never to be satisfied with merely acting as consumers or users of advanced AI technologies, but instead to actively transform and become producers of AI technology. Against the backdrop of current global supply chain restructuring, these remarks carry particularly symbolic significance.

To realize the vision of pushing AI into manufacturing and physical domains, Huang officially announced the launch of a brand-new "containerized AI data center" solution during the conference. This innovative design, which modularizes powerful computing capabilities, aims to break through the limitations of traditional data centers in terms of space, construction time, and power supply. Through a highly integrated containerized design, enterprises or research institutions can rapidly deploy large-scale AI computing facilities anywhere in the world with extremely high efficiency. The introduction of this solution not only demonstrates NVIDIA's profound strength in hardware engineering, but also provides a completely new pathway for the upgrade of global infrastructure. Huang is particularly optimistic about the development potential of Germany and the broader European market in the field of "physical AI," believing that Europe's deep-rooted foundations in traditional advantageous industries such as precision machinery, automobile manufacturing, and industrial automation make it the optimal soil for combining with physical AI.

So-called physical AI refers to technology that deeply integrates artificial intelligence with physical entities such as robots, automated machinery, and smart factories. Over the past few years, the focus of AI development has largely concentrated on digital software levels such as natural language processing and image recognition; however, as the technology matures, the next wave is moving toward enabling AI to understand and operate the physical world. Europe possesses top-tier engineering talent globally, a well-established industrial manufacturing ecosystem, and high standards for quality. These strengths will become unparalleled assets in the era of physical AI. Huang emphasized at the Berlin GTC conference that when AI is combined with the manufacturing industry, Europe's traditional industrial powerhouses will have the opportunity to catch up rapidly in this technological revolution and even retake a dominant position in the global advanced manufacturing sector, which is undoubtedly a strong shot in the arm for the transformation and upgrading of Europe's economy.

From a macro industry development context, NVIDIA has actively consolidated its dominance in the artificial intelligence infrastructure sector in recent years by continuously expanding the global influence of the GTC conference. From early GPU chip research and development, to the subsequent construction of software ecosystems, and now to promoting large-scale data centers and even containerized modular solutions, NVIDIA's role has long surpassed that of a mere chip supplier to become the master architect driving the global digital and physical industrial revolutions. Huang's choice to deliver this key strategy in Berlin also reflects the steadily increasing strategic position of the European market within NVIDIA's global deployment. Faced with US-China technological competition and calls for global supply chain autonomy, European nations are actively seeking to establish localized AI computing capabilities, and NVIDIA's containerized data center solution happens to provide Europe with a viable path that balances speed with autonomy.

Looking ahead, the promotion of this containerized AI data center solution is expected to bring profound impacts to Europe's industrial and academic circles. When the threshold for acquiring computing power is lowered and deployment speed is accelerated, small and medium-sized enterprises as well as traditional manufacturing industries will also be able to integrate AI technology into their daily operations more easily, accelerating the digital and intelligent transformation of industries. This will not only help enhance Europe's overall productivity and international competitiveness, but will also further drive the vigorous development of peripheral industries such as related hardware manufacturing, energy management, and system integration. Huang's remarks and new product launch at the Berlin GTC conference are not only a successful commercial declaration, but also point out an important direction for global AI development—moving from virtual to physical, and from centralized to ubiquitous—establishing AI's core position as the manufacturing industry of the new era.