AMD has spent years—and billions of dollars—advancing its capabilities and software to better compete with Nvidia, analysts said.

Nvidia has rebranded Lepton AI as DGX Cloud Lepton and relaunched it in June 2025. According to Nvidia, the service delivers a unified AI platform and compute marketplace that connects developers to tens of thousands of GPUs from a global network of cloud providers.

NVIDIA expands across Europe with major AI infrastructure deals, focusing on sovereign AI to offset China losses and boost local tech development.

The partnership with Nvidia allows Mistral AI to "go faster and offer the best services," according to Mistral's Co-Founder and CEO Arthur Mensch, who spoke to CNBC at the VivaTech conference in Paris.

Nvidia CEO Jensen Huang announced several AI infrastructure partnerships throughout Europe at GTC Paris on Wednesday

AMD has launched the Helios AI server platform to compete with Nvidia, featuring the MI350 and MI400 series chips. Key elements of the system will be openly available, contrasting Nvidia’s closed technology.

Samsung Electronics Co. and Nvidia Corp. will take minority stakes in Skild AI Inc. as they seek to bolster their work in the emerging consumer robotics industry.

Nvidia and AI search firm Perplexity said they are joining hands with model builders and cloud providers across Europe and the Middle East to refine sovereign large-language models (LLMs) and accelerate enterprise AI uptake in local industries.

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Nvidia Corp. Chief Executive Officer Jensen Huang projected that Europe’s artificial-intelligence computing capacity will increase by a factor of ten over the next two years, with more than 20 so-called AI factories in the works.