NVIDIA is the US chipmaker whose GPUs underpin most of the AI infrastructure tracked here. Through 2026 it deepened its European push — a Physical AI Living Lab with Nebius for robotics startups, and CEO Jensen Huang's GTC Paris keynote at VivaTech advancing an agenda of 20+ AI factories across Europe, agentic AI and physical AI. Its hardware anchors European sovereign-compute buildouts even as those buildouts aim to reduce dependence on US-controlled infrastructure.