Nvidia CEO Jensen Huang, speaking on October 19 with German Chancellor Friedrich Merz at an investment conference in Berlin, urged Germany’s car and industrial machinery makers to quickly adopt AI to “re-engineer” the country’s struggling business model by using its manufacturing data and expertise. He argued that digital technology would not replace manufacturing, that AI would augment rather than replace capabilities, and that “the next wave of AI is physical,” spanning robotics, manufacturing, cars and heavy industry. Huang also urged Germany to take up AI technology while keeping its culture, values and knowledge at home, and said the mittelstand of small and medium-sized firms could benefit. The article notes that Germany’s growth is weighed down by high energy prices after losing cheap Russian gas, competition from China in autos, and excessive red tape, while Europe lags the US in building data centres.
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NvidiaJensen Huangartificial intelligenceGermany
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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Nvidia CEO Jensen Huang urged Germany's carmakers and industrial machine makers to adopt AI quickly to re-engineer the country's struggling business model, using its manufacturing data and expertise. Speaking on Monday with Chancellor Friedrich Merz at an investment conference in Berlin, he argued that digital technology would not replace manufacturing, saying 'electrons will never replace atoms', and that AI would augment rather than replace capabilities. Germany's growth is weighed down by high energy prices after losing cheap Russian gas, competition from China and excessive red tape, while Europe lags the U.S. in building data centers. Huang also urged Germany to import AI technology but not export its culture, values or knowledge, a message that addresses European concerns about U.S. legal access to data held on U.S.-owned servers.
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