What I learned after Jensen Juan across Europe

Nvidia This week, Boss Jensen Juan was on an excursion to Europe, bringing excitement and intrigue where he visited.

His message was understood – Nvidia is a company that can help Europe build its artificial intelligence infrastructure so that the region can take control of its fate through transformation technology.

This week I was in London and Paris after Huang, when he met with Prime Minister Keir Starr, President of France, Emmanuel Macron, journalists, fans, analysts and spoke with Nvidia GTC in the French capital.

Here’s what I saw and the key things I learned.

Juan is really current Rockter of the technological world.

On the London Tech Week line were long, and the auditorium was packed to hear it talking.

The GTC event in Paris was also complete. It was like going to a music concert or a sports event. On the back of each chair were T -shirts of GTC Paris and even the goods store.

Aura Juan really impressed me when after the session with him and the full participant, most people lined up to take a picture or selfie.

Macron and Starmer wanted to be seen on stage with him.

One of the most Significant partnerships Announced this week between the French startup Mistral and Nvidia to build the so -called cloud II using the graphic processors of the latter.

During the week, Juan said a lot about “sovereign II” – the concept of construction data centers within the country that serve its population, and do not hope for the servers located abroad. Among European politicians and companies, this was an important topic.

Juan also made a more wide praise in the UK, France and Europe when it came to their potential in the II industry.

On Thursday, Juan decided to make a tour of the Nvidia booth, and I managed to catch it to get a few words on CNBC “Squawk Box Europe“

The key topic of this discussion was China. Nvidia could not sell its most modern chips in China because of the US export control and even less complex semiconductors. In the last quarterly resultsNvidia has taken a $ 4.5 billion inventory blow.

I asked Huang about how China progresses with ah -chip, in particular, citing Huawei, a Chinese technological giant trying to make semiconductor products to Nvidia rival.

Juan said Huawei is a generation for Nvidia. But since China has a lot of energy, Huawei can just use more chips to get results.

“If the US does not want to participate, participate in China, Huawei is covered in China, and Huawei got everyone else,” Juan said.

In addition, Juan is concerned about the strategic value of US companies that do not have access to China.

“It is even more important for the American technology stack that is what AI developers are building all over the world,” Juan said.

Just reading between the lines is a few – Juan sees the world where the Chinese AI Tech is moving. Some countries may decide to build their II infrastructure with Chinese companies, not Americans. This, in turn, can give Chinese companies the opportunity to be in the AI ​​race.

Juan told me it would be “decade“Autonomous vehicles and robotics.

During his main program in Paris GTC, on Wednesday, he also addresses quantum computing, saying that technology reaches ” the point of spray“

Quantum computers are believed to solve complex problems that classic computers cannot. This may include things such as identifying new drugs or materials.