Nvidia CEO Jensen Huang said at the World Economic Forum in Davos, Switzerland, on Wednesday (21st) that artificial intelligence robots are a "huge once-in-a-lifetime opportunity" for Europe, which benefits from Europe's deep industrial manufacturing roots.He pointed out that if traditional industrial capabilities can be integrated with AI, Europe can enter the era of "physical AI" or robots, thereby having the opportunity to surpass the current software era dominated by the United States and lead a new round of industrial revolution.
Huang Renxun explained: "With the rapid evolution of AI technology, autonomous robots are gradually becoming the focus of the industrial and technological circles." In the past year, important European companies including Siemens, Mercedes-Benz, Volvo and Schaeffler have successively launched robot plans and cooperated with related technology companies.
At the same time, global technology giants are also accelerating their layout. Tesla CEO Musk has predicted that 80% of the company's future value will come from its humanoid robot Optimus; Google DeepMind has launched an AI model specially designed for robots; Nvidia and Alphabet have joined hands to promote the development of "physical AI".
Huang Renxun also reminded that if Europe wants to truly seize the AI opportunity, it must first solve the energy supply problem.He quoted Microsoft CEO Nadella's statement the day before that energy costs will be the key to determining the competitiveness of countries in AI.
European energy prices are currently among the highest in the world. If they are not improved, it will be difficult to support the large-scale expansion of AI infrastructure.
He emphasized that only by effectively increasing energy production capacity can we promote infrastructure investment and build a prosperous AI ecosystem. As major cloud service providers accelerate the construction of AI facilities in Europe, the issue of energy shortage is becoming increasingly urgent.
In response to the outside world's doubts about whether the development of AI is overheated, Huang Renxun clearly responded that this is not a short-term bubble, but a long-term structural transformation centered on infrastructure.
The current AI model has matured enough to serve as the basis for products and services, marking a fundamental change in the industrial structure. He also refuted the statement that "AI will replace human labor on a large scale", pointing out that current AI investment has instead driven real employment, and the first wave of dividends comes from the employment demand created by infrastructure construction.
