During his Computex 2025 ramble, Huang made it clear that Nvidia is done relying solely on the tech bros of Mountain View. Instead, the company is hitching its fortunes to “sovereign AI”, a term that sounds like marketing fluff but carries the weight of a national infrastructure priority.

This sovereign AI lark isn’t just about chips or cloud servers. It’s about nations building their own LLMs and digital twins on home turf, with data infrastructure that they control as tightly as their power grids. Apparently, this is now as strategic as oil, water, and not letting Meta run wild with your citizens’ metadata.

“Hundreds of billions” are at stake, according to Huang, and the second half of this year will be crucial.

Saudi Arabia is already on board, teaming up with Nvidia via its HUMAIN AI initiative, with national clouds and simulation playgrounds powered by thousands of GPUs. The UAE and Qatar are lining up too, eager to leapfrog the West with sovereign AI projects, assuming Washington’s paranoia about Chinese meddling doesn’t get in the way.

Nvidia is turning its attention to less flaky partners, namely governments with deep pockets and no quarterly earnings to worry about.

In Europe, Nvidia is also making moves. Huang recently showed up in Germany to announce a tie-up with Deutsche Telekom, aiming to build the country’s first industrial AI cloud. That setup alone will feature more than 10,000 Blackwell GPUs, which should keep the lights on at Nvidia for a while.

Huang seems convinced this sovereign AI caper is just the beginning. He’s pegging the future AI market at a jaw-dropping \$100 trillion, not exactly pocket change, even by Nvidia’s standards.