Undeterred by export controls imposed by the Trump administration, the chipmaker has climbed up the Forbes Global 2000 ranking.

What will be Nvidia's next move? After the explosive growth of the past few years, will the pace now slow? We may answer those questions thanks to a clue from the company itself. Nvidia recently made an unobtrusive -- and what may even seem ordinary maneuver -- but my prediction is it could signal a big growth move ahead.

Nvidia-Chef Jensen Huang schätzt, dass sich die Rechenkapazität Europas im Bereich der künstlichen Intelligenz in den nächsten zwei Jahren verzehnfachen wird. Mehr als 20 sogenannte KI-Fabriken seien bereits in Planung.

Leading gaming PC makers and Nvidia graphic cards suppliers MSI and Gigabyte are rushing to produce and ship as many products as possible to the US market before the Trump administration’s grace period on tariffs expires on July 9, Nikkei Asia’s Lauly Li writes.

French President Emmanuel Macron said he wants France to be able to manufacture semiconductors in the range of 2 nanometers to 10 nanometers.

Nvidia's expansion across Europe comes amid partnerships with a number of European firms, including Mistral AI, Orange, Swisscom, Telefónica and Telenor. Though confirmed in an Nvidia press release, many of the infrastructure expansions rely on local partnerships.

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

So, three years from now, Nvidia will be generating revenue from Rubin Ultra, getting ready for the Feynman launch, and likely working on an even more advanced chip for release the following year.

The chip designer pledged to build 20 AI factories on the continent, including a German facility in the works to be equipped with 10,000 GPUs.

Nvidia CEO wasn’t so bullish on quantum computing. At the time, during an analyst event at CES, he stated that “very useful quantum computers” were likely 15 to 30 years away, suggesting that 20 years was a reasonable estimate.

CoreWeave's incredible growth has made it a hot new AI stock to own. But that alone isn't going to make it the next Nvidia, as CoreWeave will also need to show a strong bottom line as well. Until that changes, this will be a risky investment, as a lot will depend on its growth rate and how strong it proves to be in future quarters.