Global demand for Nvidia’s AI chips grows as nations develop language-specific models
Governments worldwide are increasingly using Nvidia’s AI hardware to develop customised national AI models, contributing significantly to the company’s revenue growth.
Nations worldwide are boosting demand for Nvidia’s AI chips by developing AI models tailored to their languages and cultures. Countries increasingly adopt generative AI for national security and regional needs, contributing significantly to Nvidia’s revenues. The company’s forecast predicts low double-digit billions in revenue from these AI-driven initiatives by January 2025.
Nvidia’s hardware, such as the H200 graphics processors, plays a crucial role in building AI infrastructure, with Japan‘s National Institute of Advanced Industrial Science and Technology being a notable example. These efforts highlight the importance of AI expertise and infrastructure as national priorities.
While Nvidia faces challenges due to US export controls on chip sales to China, other regions continue to drive the company’s growth. Countries aim to build AI models customised to their political, cultural, and scientific contexts, which are essential for maintaining sovereignty in an AI-driven world.
Businesses are also tapping into this trend, with firms like IBM assisting nations like Saudi Arabia in developing AI models in regional languages. Nvidia’s GPUs are expected to benefit significantly from these global efforts to build national AI platforms.