Jensen Huang has proposed that governments develop sovereign AI by keeping data, models, and computing power within their own borders. Nvidia plans to help fund countries pursuing this approach, including an additional $2 billion for Europe’s AI ecosystem and $250 million for UK AI safety over five years. More than 20 countries have already launched such initiatives, while South Korea is set to receive up to 260,000 Nvidia GPUs. Analysts estimate that sovereign AI could account for roughly 14% of Nvidia’s business, generating up to $50 billion in annual revenue over the long term. Nvidia could also restrict chip deliveries to developers that fail to comply with certain safety standards.
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