“We are on track to achieve over $20 billion in Sovereign AI revenue this year, more than double that of last year.”

In context

“data centers, RTX Pro servers are poised to become a multibillion-dollar product line. Sovereign AI is on the rise as the nation's ability to develop its own AI using domestic infrastructure, data, and talent presents a significant opportunity for NVIDIA Corporation. NVIDIA Corporation is at the forefront of landmark initiatives across the UK and Europe. The European Union plans to invest €20 billion to establish 20 AI factories across France, Germany, Italy, and Spain, including five gigafactories to increase its AI compute infrastructure tenfold. In the UK, the Isambard AI supercomputer powered by NVIDIA Corporation was unveiled as the country's most powerful AI system, delivering 21 exaflops of AI performance to accelerate breakthroughs in fields of drug discovery and climate modeling. We are on track to achieve over $20 billion in Sovereign AI revenue this year, more than double that of last year. Networking delivered record revenue of $7.3 billion, and escalating demands of AI compute clusters necessitate high if and low latency networking. This represents a 46% sequential and 98% year-on-year increase with strong demand across Spectrum X Ethernet, InfiniBand, and NVLink. Our Spectrum X enhanced Ethernet solutions provide the highest throughput and lowest latency network for Ethernet AI workloads. Spectrum X Ethernet delivered double-digit sequential and year-over-year growth with annualized revenue exceeding $10 billion. At hot chips, we introduced SPECTRUM, XGS, Ethernet, a technology designed to unify disparate data centers into gigascale AI super factories. Farweave is an initial adopter of the solution, which is projected to double GPU to GPU communication speed. InfiniBand r”