Nvidia's Under-the-Radar Business: Sovereign AI Market to Reach $30 Billion

Nvidia's revenue increased 65% to $215 billion in the latest fiscal year, with a 77% YoY increase expected for the next quarter. The company's growth is driven by tech giants, but an emerging opportunity is sovereign AI, where countries develop AI platforms according to their laws and customs. Nvidia's sovereign AI business tripled to $30 billion last year and is expected to advance in line with the AI infrastructure market. This under-the-radar business could become a significant growth driver for Nvidia.