NVIDIA quietly says goodbye to Big Tech – “Sovereign AI” will be the next trillion-dollar business

The golden marriage between NVIDIA and the giants of the tech world seems to have come to an end. Instead of continuing to feed off capital powerhouses such as Google, Amazon or Microsoft, Team Green, under the direction of Jensen Huang, is embarking on a new course: “Sovereign AI” – in other words, AI infrastructure at a national level. What initially sounds like a PR buzzword turns out, on closer inspection, to be a geopolitical game changer with enormous financial potential.

Lack of capital at Big Tech? NVIDIA sets a new course

The willingness of traditional big tech players to invest is languishing at a low level. The AI infrastructure, which was built up with billions of euros just a few years ago, seems to be slowly becoming saturated. Wall Street analysts are already predicting that NVIDIA’s sales growth could come to a standstill. But Jensen Huang, never at a loss for a vision, provided the right answer at Computex 2025: national sovereignty in AI is set to usher in the next wave of growth.

What is “Sovereign AI”? A question of digital self-determination

Sovereign AI refers to the ability of a state to control and operate its own AI infrastructure – both hardware and data. What used to be waterworks, power grids or gas pipelines are now data centers, LLMs and national data clouds. And NVIDIA? Right at the center of this new, digital supply of raw materials.

The Trump factor: NVIDIA becomes a matter of state

With the re-election of Donald Trump, the geopolitical positioning of AI is also experiencing a renaissance. On his very first trip to office, he took Jensen Huang with him to the Middle East – a diplomatic signal that can hardly be misunderstood. While China is being left behind on the high-performance chip train due to export restrictions, Washington is now focusing on “friendly” nations that are prepared to invest billions.

Billions from oil: NVIDIA becomes the darling of the Middle East

Saudi Arabia, the United Arab Emirates and Qatar are throwing oil dollars at each other to build their own AI infrastructure – without any dependence on Western cloud services. At the center of this is the partnership between NVIDIA and HUMAIN AI from Saudi Arabia. This is not just about a few GPUs, but thousands of high-performance processors, national clouds and even simulations for digital twins. A real goldmine for NVIDIA.

Europe follows suit – with German thoroughness

It’s not just the oil club that is upgrading. Europe is also sensing an opportunity to become less dependent on US platforms. Germany in particular has made a big statement with the cooperation between Deutsche Telekom and NVIDIA. 10.000 Blackwell GPUs are to be used in a dedicated industrial cloud – a massive project that should raise European manufacturers to AI level.

Sovereign AI: a geopolitical commitment with billion-dollar potential

NVIDIA is playing its role as an “AI factory” supplier to perfection. The company is no longer just positioning itself as a supplier for hyperscalers, but as an indispensable partner for national digital strategies. Jensen Huang’s statements, which estimate the AI market at 100 trillion US dollars in the long term, may seem exaggerated, but Sovereign AI alone seems to be advancing into tangible billion-dollar regions.

Less Silicon Valley, more government mandate

NVIDIA is transforming itself from a tech supplier to a geopolitical infrastructure player. The withdrawal from the Big Tech business, which has been plagued by budget cuts, is not a sign of weakness, but a strategic flight forward. Sovereign AI could prove to be a double-edged sword – highly lucrative, but also highly political. But Jensen Huang knows that whoever supplies the data centers today will determine what is conceivable tomorrow.

Source: NVIDIA