European AI factories everywhere, still Nvidia - Jon Peddie Research

As Europe accelerates its computing infrastructure build-out, Nvidia remains central to this transformation. At ISC 2026, Nvidia announced 35 new AI and HPC systems based on platforms like Blackwell, ... Read original →

Europe’s AI infrastructure surge appears as sovereign ambition but deepens reliance on Nvidia’s ecosystem. Technically, CUDA-Q and NVQLink are standardizing quantum control stacks, forcing local startups like Quandela and Alice & Bob to retrofit hardware around Nvidia’s interfaces—surrendering protocol sovereignty. Regulatory efforts like the EU Chips Act aim for autonomy, yet over 90% of deployed AI EFLOPS run on Nvidia GPUs, turning 'sovereign AI' into architectural dependency and amplifying supply chain fragility. Competitors like AMD may push ROCm with EuroHPC centers, but lack CUDA’s integrated scheduler (e.g., Slurm) and quantum-classical co-design. Within 12–24 months, Nvidia will lock European HPC procurement cycles via Blackwell/Grace Hopper while defining hybrid computing norms—making Europe’s ‘de-Americanization’ ironically converge on ‘Nvidia-ization.’