Nvidia CEO Jensen Huang: Open-Source Models a ‘Huge Advantage’ for Europe

Huang's framing is notable because it pairs a policy argument — open-source models as Europe's competitive edge — with a disclosure of Nvidia's own deepening commercial stake in the region. That dual role is worth watching: the same vendor supplying the compute is also shaping the narrative around how European AI capacity should be built and governed. Whether Europe's open-source emphasis translates into infrastructure demand that Nvidia captures, or into pressure to diversify away from a single supplier, is the open question.