“From nothing the previous year, we believe Sovereign AI revenue can approach the high single-digit billions this year.”

In context

“Internet, and SoftBank to build out the nation's Sovereign AI infrastructure. France-based, Scaleway, a subsidiary of the Iliad Group, is building Europe's most powerful cloud native AI supercomputer. In Italy, Swisscom Group will build the nation's first and most powerful NVIDIA DGX-powered supercomputer to develop the first LLM natively trained in the Italian language. And in Singapore, the National Supercomputer Center is getting upgraded with NVIDIA Hopper GPUs, while Singtel is building NVIDIA's accelerated AI factories across Southeast Asia. NVIDIA's ability to offer end-to-end compute to networking technologies, full-stack software, AI expertise, and rich ecosystem of partners and customers allows Sovereign AI and regional cloud providers to jumpstart their country's AI ambitions. From nothing the previous year, we believe Sovereign AI revenue can approach the high single-digit billions this year. The importance of AI has caught the attention of every nation. We ramped new products designed specifically for China that don't require an export control license. Our Data Center revenue in China is down significantly from the level prior to the imposition of the new export control restrictions in October. We expect the market in China to remain very competitive going forward. From a product perspective, the vast majority of compute revenue was driven by our Hopper GPU architecture. Demand for Hopper during the quarter continues to increase. Thanks to CUDA algorithm innovations, we've been able to accelerate LLM inference on H100 by up to 3x, which can translate to a 3x cost reduction for serving popular models like Llama 3. We started sampling the H200 in Q1 and are currently in product”