Jensen Huang: AI Robotics is Europe's "Once-in-a-Generation" Opportunity at Davos 2026
Nvidia CEO Jensen Huang tells Davos 2026 that AI robotics is Europe's chance to leap past the software era. Success hinges on solving high energy costs and trillion-dollar infrastructure needs.
Europe might've missed the software boat led by the U.S., but a new wave is coming—and it's physical. At Davos on January 21, 2026, Nvidia chief Jensen Huang declared that AI robotics represents a "once-in-a-generation" opportunity for the region to reclaim its dominance by fusing industrial strength with artificial intelligence.
Nvidia Jensen Huang AI Robotics Davos 2026 Outlook
Huang's message was clear: Europe’s manufacturing base is an untapped goldmine for "physical AI." Companies like Siemens, Mercedes-Benz, and Volvo are already racing to integrate robotics into their operations. It's a move that could allow Europe to "leap past" the software era. Tech giants aren't sitting still either; Tesla's Elon Musk has previously stated that 80% of the company's value will eventually come from its Optimus humanoid robots.
Investors are already betting big on this vision. In 2025, robotics firms raised a record $26.5 billion. From Google's DeepMind releasing AI models for machines to Nvidia's own partnerships with Alphabet, the shift toward physical automation is accelerating at a lightning-fast pace.
The Energy Supply Bottleneck
However, there's a catch. For Europe to win, Huang warns it must "get serious" about its energy supply. With some of the highest energy costs globally, the region faces a massive hurdle in building the necessary infrastructure. Microsoft CEO Satya Nadella echoed this at WEF, noting that power efficiency and supply will determine the winners of the AI race.
The scale of this buildout is staggering. Huang described it as the "largest infrastructure buildout in human history." While we've seen hundreds of billions invested so far, Huang estimates that trillions of dollars in new infrastructure are still required to support a rich AI ecosystem in Europe.
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