Nvidia’s Sovereign AI Business Poised to Surpass $20 Billion in Revenue
Nvidia's sovereign AI division is emerging as a powerhouse, projected to more than double its revenue to over $20 billion this year. Despite its rapid growth, the segment receives scant attention in financial media. Sovereign AI refers to nations or entities developing AI capabilities using domestic infrastructure—a market where Nvidia is securing landmark deals across Europe and the UK.
CFO Colette Kress revealed the staggering projection during the Q2 earnings call, emphasizing the strategic importance of sovereign AI as a Core driver of Nvidia's data center platform. The $20 billion target underscores the company's dominance in providing the hardware backbone for national-level AI initiatives.