Nvidia Increases Investments in European Tech Companies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy NVDA?
Source: Newsfilter
- Surge in Investment: In 2025, Nvidia participated in 14 funding rounds for European tech companies, a significant increase from 7 in 2024, reflecting its strategic intent to reinvest in the global AI ecosystem.
- Deepening Strategic Partnerships: Nvidia enhances its ties with promising global companies not only through capital but also by offering technical expertise and supply chain support, further solidifying its leadership in the AI sector.
- Major Funding Examples: Nvidia's involvement in significant funding rounds, including €1.7 billion for Mistral, $1.1 billion for Nscale, and $330 million for Lovable, demonstrates its strong interest and confidence in AI startups.
- Ongoing Investment Trend: In 2026, Nvidia continued its investment spree by participating in British AI startup Synthesia's $200 million Series E round, indicating its ongoing expansion and influence in the global AI market.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 183.140
Low
200.00
Averages
264.97
High
352.00
Current: 183.140
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nvidia Reports Blowout Earnings but Stock Falls
- Impressive Earnings: Nvidia's fiscal 2026 fourth-quarter revenue surged 73% year-over-year, exceeding Wall Street expectations and demonstrating robust market demand, although the stock fell post-report, reflecting concerns over excessive AI infrastructure spending.
- Intensifying Competition: With competitors like Amazon and Alphabet launching more cost-effective AI chips, Nvidia faces increasing competition, particularly as Amazon's Tranium2 chips are fully subscribed at 1.4 million units, indicating market interest in alternatives.
- Market Concerns: Investors are worried about Nvidia's main clients overspending on AI infrastructure, which could lead to slowing sales and impact the company's long-term growth potential, despite strong performance in the short term.
- Strategic Positioning: Nvidia is launching processors based on its new Vera Rubin architecture, further solidifying its market dominance by vertically integrating its product ecosystem and establishing high barriers to entry against rival challenges.
See More
Nvidia to Unveil AI Strategy at GTC 2026 Conference
- AI Strategy Overview: At the GTC 2026 conference from March 16-19, Nvidia will outline its strategy across five layers of AI, including energy, chips, infrastructure, models, and applications, demonstrating its comprehensive approach to the AI ecosystem and aiming to enhance its competitive edge in the market.
- Rising Global Demand: ByteDance is reportedly planning to deploy around 500 Nvidia Blackwell AI systems in Malaysia, utilizing approximately 36,000 B200 chips, reflecting the robust global demand for Nvidia hardware and further solidifying its leadership position in the AI infrastructure market.
- Market Expectations: Wall Street anticipates that the conference will provide forecasts on supply-demand dynamics, market growth opportunities, and semiconductor trends, with Nvidia expected to showcase its latest advancements in the rapid adoption of AI applications, boosting investor confidence.
- Stock Market Reaction: Despite a 0.4% drop in Nvidia's stock during premarket trading on Friday, the stock has surged 58% over the past year, indicating market recognition of its long-term growth potential, although short-term market volatility remains a concern.
See More
NSCALE PLANS TO ACQUIRE AMERICAN INTELLIGENCE & POWER, OWNER OF THE SITE AND RELATED PERMITS AND POWER AGREEMENTS - THE INFORMATION
Acquisition Announcement: Nscale is set to acquire American Intelligence and Power, which owns the site along with associated permits and power agreements.
Strategic Implications: This acquisition may enhance Nscale's capabilities in intelligence and power management, potentially impacting their market position.
See More
NSCALE MAY IPO THIS FALL - THE INFORMATION
Public Offering Announcement: The company is considering going public this fall, indicating a significant shift in its business strategy.
Market Implications: This move could have substantial implications for investors and the market, potentially increasing interest in the company's future prospects.
See More
NVIDIA Cloud Partner Nscale Negotiating Purchase of Significant U.S. Data Center Location Before IPO - The Information
NVIDIA Cloud Talks: NVIDIA is in discussions to acquire a significant U.S. data center site, indicating its expansion in cloud services.
Strategic Move: The potential acquisition aligns with NVIDIA's strategy to enhance its infrastructure and capabilities in the growing cloud computing market.
See More
Nuclear Stocks Experience a Renaissance Amid AI Demand
- Growing Nuclear Demand: AI data center power demand is expected to triple by 2030, with NuScale Power estimating that approximately 300 GW of new nuclear capacity will be needed to meet this historical electric demand growth, highlighting nuclear energy's critical role in future energy structures.
- Small Modular Reactor Technology: The renaissance of small modular reactor (SMR) technology is being driven by companies like NuScale Power and Oklo, which are advancing this technology, although Oklo's designs are not yet approved in the U.S., its market potential has captured investor interest.
- Investment Opportunities and Risks: Morgan Stanley predicts that nuclear capacity could exceed 860 GW by 2050, with investments potentially reaching $2.2 trillion, and while NuScale and Oklo's market valuations are relatively low, their potential to meet the energy needs of AI and data centers remains significant.
- Market Uncertainty: Despite the clear trend of nuclear energy revival, experts express caution regarding the actual viability of SMR technology, as a major project for NuScale has been delayed until 2034, indicating that this sector still faces considerable risks.
See More
Nvidia Reports Blowout Earnings but Stock Falls
- Impressive Earnings: Nvidia's fiscal 2026 fourth-quarter revenue surged 73% year-over-year, exceeding Wall Street expectations and demonstrating robust market demand, although the stock fell post-report, reflecting concerns over excessive AI infrastructure spending.
- Intensifying Competition: With competitors like Amazon and Alphabet launching more cost-effective AI chips, Nvidia faces increasing competition, particularly as Amazon's Tranium2 chips are fully subscribed at 1.4 million units, indicating market interest in alternatives.
- Market Concerns: Investors are worried about Nvidia's main clients overspending on AI infrastructure, which could lead to slowing sales and impact the company's long-term growth potential, despite strong performance in the short term.
- Strategic Positioning: Nvidia is launching processors based on its new Vera Rubin architecture, further solidifying its market dominance by vertically integrating its product ecosystem and establishing high barriers to entry against rival challenges.
See More
Nvidia to Unveil AI Strategy at GTC 2026 Conference
- AI Strategy Overview: At the GTC 2026 conference from March 16-19, Nvidia will outline its strategy across five layers of AI, including energy, chips, infrastructure, models, and applications, demonstrating its comprehensive approach to the AI ecosystem and aiming to enhance its competitive edge in the market.
- Rising Global Demand: ByteDance is reportedly planning to deploy around 500 Nvidia Blackwell AI systems in Malaysia, utilizing approximately 36,000 B200 chips, reflecting the robust global demand for Nvidia hardware and further solidifying its leadership position in the AI infrastructure market.
- Market Expectations: Wall Street anticipates that the conference will provide forecasts on supply-demand dynamics, market growth opportunities, and semiconductor trends, with Nvidia expected to showcase its latest advancements in the rapid adoption of AI applications, boosting investor confidence.
- Stock Market Reaction: Despite a 0.4% drop in Nvidia's stock during premarket trading on Friday, the stock has surged 58% over the past year, indicating market recognition of its long-term growth potential, although short-term market volatility remains a concern.
See More
NSCALE PLANS TO ACQUIRE AMERICAN INTELLIGENCE & POWER, OWNER OF THE SITE AND RELATED PERMITS AND POWER AGREEMENTS - THE INFORMATION
Acquisition Announcement: Nscale is set to acquire American Intelligence and Power, which owns the site along with associated permits and power agreements.
Strategic Implications: This acquisition may enhance Nscale's capabilities in intelligence and power management, potentially impacting their market position.
See More
NSCALE MAY IPO THIS FALL - THE INFORMATION
Public Offering Announcement: The company is considering going public this fall, indicating a significant shift in its business strategy.
Market Implications: This move could have substantial implications for investors and the market, potentially increasing interest in the company's future prospects.
See More
NVIDIA Cloud Partner Nscale Negotiating Purchase of Significant U.S. Data Center Location Before IPO - The Information
NVIDIA Cloud Talks: NVIDIA is in discussions to acquire a significant U.S. data center site, indicating its expansion in cloud services.
Strategic Move: The potential acquisition aligns with NVIDIA's strategy to enhance its infrastructure and capabilities in the growing cloud computing market.
See More
Nuclear Stocks Experience a Renaissance Amid AI Demand
- Growing Nuclear Demand: AI data center power demand is expected to triple by 2030, with NuScale Power estimating that approximately 300 GW of new nuclear capacity will be needed to meet this historical electric demand growth, highlighting nuclear energy's critical role in future energy structures.
- Small Modular Reactor Technology: The renaissance of small modular reactor (SMR) technology is being driven by companies like NuScale Power and Oklo, which are advancing this technology, although Oklo's designs are not yet approved in the U.S., its market potential has captured investor interest.
- Investment Opportunities and Risks: Morgan Stanley predicts that nuclear capacity could exceed 860 GW by 2050, with investments potentially reaching $2.2 trillion, and while NuScale and Oklo's market valuations are relatively low, their potential to meet the energy needs of AI and data centers remains significant.
- Market Uncertainty: Despite the clear trend of nuclear energy revival, experts express caution regarding the actual viability of SMR technology, as a major project for NuScale has been delayed until 2034, indicating that this sector still faces considerable risks.
See More
