Europe's AI sector grows with new billion-dollar companies, but faces global competition

⚡ Is it worth it? Today we’re valuing NVIDIA (NVDA) in the wake of some eye-catching moves across the AI space. After hours on October 10, 2025, names like Amazon, Synopsys, and other AI heavyweights shook the market, setting off another round of excitement (and anxiety) for investors riding the AI wave. With AI adoption accelerating and investor enthusiasm running high, it’s a wild ride between the promise of massive growth and the rollercoaster of volatility. Add in looming questions around regulation and intensifying competition, and you’ve got a perfect storm that’s keeping everyone on their toes. 💰 Current stock price: $189.19 📊 Updated valuation: Low Growth: $284.09, Base Growth: $327.31, High Growth: $375.83 For investors and strategists alike, the big question is: 👉 How much of the AI hype is already baked into the price? And more importantly, what really moves the needle in the years ahead? This is where bold innovation meets real-world risk. The winners won’t just be those building the most powerful models — but those navigating the shifting AI landscape strategically and sustainably. So, is it worth it? With book valuations around 50% higher than current stock prices, we think NVDA is still worth it. 🚀

RBC Capital Markets was honored to speak at last week's ALL IN Canada alongside NVIDIA, showcasing our collaborative work building enterprise-grade AI agents with Aiden. At RBC, we're investing significantly in AI's potential to create more value for clients, and our strategic partnership with NVIDIA exemplifies this commitment to innovation at scale. Our AI capabilities are built on more than a decade of strategic investments in internal talent, model development and data organization, giving us a strong foundation for continued leadership in this rapidly evolving space.   Our AI and Digital Innovation team is driving our end-to-end AI strategy across the firm, working seamlessly with RBC Borealis, our business lines, technology teams and the broader bank to deliver tangible client and commercial outcomes. Our strategy centers on building a responsible, client-first innovation model, creating a scalable foundation, augmenting our people with AI capabilities and empowering business-led innovation that transforms how we serve our clients.   AI is advancing faster than many predicted, redefining what's possible for businesses across sectors including financial services. At RBC, we believe this technological revolution is opening new opportunities for our colleagues and significantly enhancing the value we can create for our clients.   Watch Endri Mani discuss how a suite of AI agents – customized with NVIDIA NeMo agent lifecycle tools and deployed using NVIDIA NIM microservices – are helping to transform research at RBC Capital Markets in his panel at ALL IN: https://lnkd.in/d3iuZK63

Huge news in AI. Nvidia is putting up to $100 billion on the table for OpenAI and equipping them with its cutting-edge chips. But what really caught my attention is the scale. We are talking about gigawatts of computing power here, the kind of infrastructure that powers not just AI models today but shapes what is possible tomorrow. It is a bet on the future of intelligence itself, and the foundation of the AI-driven economy to come. This is a game-changer in how AI companies collaborate and compete. How do you see this impacting innovation outside of the big players? Is the AI startup ecosystem ready to keep pace? Thoughts?

Honoured to share the stage with 𝗴𝗹𝗼𝗯𝗮𝗹 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 𝗮𝗻𝗱 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗼𝗿𝘀 at NVIDIA FLARE Day 2025 — a gathering of the global federated learning community with 250 companies across 40+ countries. The past two weeks with NVIDIA have been incredibly inspiring. From Cancer AI Alliance (CAIA) to cross-border fraud detection with Swift and collaborative drug discovery with Eli Lilly and Company, one theme was crystal clear: FL is moving beyond research to production level implementation. Most Critical? The future of AI collaboration depends on infrastructures that enable anyone, anywhere, to 𝗧𝗥𝗨𝗦𝗧𝗟𝗘𝗦𝗦𝗟𝗬 join and contribute to train specialized models. At SoraChain AI, our mission is to build exactly that foundation — where: > Trustless orchestration replaces contracts and committees > Global scalability moves FL from pilots to borderless collaboration > Built-in incentives ensure participants are rewarded fairly Here’s a quick highlight from my session: “Trustless Federated Learning: A New Infrastructure for Scalable Collaboration” One network. Multiple AI economies. All trustless. All federated. Huge thanks to Chester Chen for kicking off the event with such vision, and to every speaker who showed how federated learning is moving from promise to production. In just the past few days, we’ve seen enormous interest in launching pilot subnets for AI training. To keep focus and impact, we’ll be selecting 2–3 partners for pilot experimentation. If you’d like to explore a pilot or launch your own subnet, DM me.

We are living through the AI revolution. The announcement that NVIDIA will invest up to $100 billion in OpenAI marks not just a massive business deal, but a signal of where the future is heading. Two of the most influential forces in artificial intelligence are joining even more closely — combining cutting-edge models with world-leading compute power. This scale of investment shows how rapidly AI is moving from innovation to infrastructure — becoming the backbone of industries, economies, and everyday life. 🔹 From research labs to global enterprises, the possibilities are expanding. 🔹 The pace of development is accelerating beyond what most thought possible just a few years ago. 🔹 And for professionals in every field, the question is no longer if AI will transform work, but how fast and in what way. It’s an exciting, challenging, and defining moment. We all need to stay curious, adaptable, and ready to harness these tools responsibly.

We’re proud to share that Forkit Dev is now a member of the NVIDIA Inception program. This program supports startups shaping the future of AI and accelerated computing with technical resources, partner opportunities, and a global network of innovators. For us, it’s not just technical — it reinforces our mission to enable secure, compliant, and decentralized AI collaboration where organizations can share knowledge, not raw data. 🌍 With NVIDIA Inception alongside us, we’re building the infrastructure layer for trusted AI. #ForkitDev #NVIDIAInception #AI #DecentralizedAI #FutureOfAI

💰 The $1 Trillion Circular Economy of AI Check out this chart from Bloomberg’s latest piece — it maps how money flows through the AI ecosystem of major players. Spoiler: Nvidia wins again 😐 Here’s the idea: Funds are circulating — not exactly in a perfect loop, but within a closed cluster of companies like OpenAI, Oracle, Nvidia, and others. Each deal keeps the capital inside the ecosystem, yet every transaction inflates valuations across the network. In the end, everyone technically breaks even — …but market caps soar 🚀 That’s what an economic bubble looks like, by definition 😉 #AI #AIEconomy #Nvidia #OpenAI #TechIndustry #AIInvestments #ArtificialIntelligence #MachineLearning #AIecosystem #TechFinance #AITrends #AI2025 #Bloomberg #AIMarket #AIinBusiness

At Deepblocks, we believe the future of real estate lies in the scale and speed of AI-powered networks. Inspired by NVIDIA’s advancements in AI and hyper-realistic rendering, we understand that a single AI system connected to a single dataset is no longer enough. When one AI connects to one dataset, it can learn and adapt. But when multiple AIs connect to vast, distributed datasets and to each other, the system grows exponentially more intelligent, faster, and more capable. This is exactly how we’ve designed Deepblocks. By building a network of AI pipelines and leveraging a unique, digitized zoning database spanning over 300 cities, we empower agents, acquisition teams, and investment funds to uncover off-market real estate development opportunities at unprecedented scale. AI isn’t just enhancing the real estate industry—it’s creating a new, interconnected ecosystem. And we’re here to lead that transformation. Let’s build smarter, together. 💡 #RealEstateInnovation #AIEcosystem #SmartRealEstate #DataDrivenDecisions #PropTechRevolution #FutureOfDevelopment #AIIntegration #UrbanPlanningSolutions #DigitalTransformation