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NVIDIA CEO: AI Compute Now Drives National Power and Revenue Growth

NVIDIA CEO Jensen Huang declared that the global AI boom has reached a decisive phase where computing power is now a direct driver of revenue and national competitiveness. He emphasized that AI infrastructure has become a sovereign national priority, akin to electricity and the internet, with NVIDIA's Sovereign AI business exceeding $30 billion. The company reported a massive 73% year-on-year increase in quarterly revenue to $68 billion, driven largely by its data centre segment. Huang also highlighted deepening partnerships with leading AI firms like Anthropic and OpenAI, noting that the demand for compute is "skyrocketing."

Key Points: NVIDIA CEO: AI Compute is National Priority, Fuels Revenue

  • AI compute directly drives business revenue
  • Sovereign AI is a national priority like electricity
  • NVIDIA data centre revenue up 75% to $62B
  • Partnerships with Anthropic and OpenAI fuel demand
2 min read

AI infra race reshapes nations: NVIDIA CEO

NVIDIA CEO Jensen Huang says AI infrastructure is a sovereign necessity, with compute directly driving revenue. Company reports $68B quarterly revenue.

"In this new world of AI, compute equals revenues. - Jensen Huang"

Washington, Feb 26

NVIDIA chief executive Jensen Huang said the global artificial intelligence boom has entered a decisive phase, declaring that computing power now directly drives revenue growth and national competitiveness.

"In this new world of AI, compute equals revenues," Huang said Wednesday (local time) during the company's earnings call. "Without compute, there is no way to generate tokens. Without tokens, there is no way to grow revenues."

He said architecture decisions have become central to business outcomes. "Architecture is incredibly important. It is more than strategic now. It directly affects their earnings," Huang said. "Choosing the right architecture, the one with the best performance per watt, is literally everything," he told the investors.

Huang stressed that AI infrastructure is becoming a national priority. "Every country will build and operate some parts of its AI infrastructure just like with electricity and the Internet today," he said, underscoring the rise of sovereign AI systems.

Chief financial officer Colette Kress said Nvidia's "Sovereign AI business more than tripled year over year to over $30 billion," driven by customers in "Canada, France, the Netherlands, Singapore, and the UK."

The company reported total quarterly revenue of $68 billion, up 73 per cent year on year. Data centre revenue reached $62 billion, up 75 per cent. For the full fiscal year, data centre revenue totalled $194 billion, up 68 per cent.

NVIDIA also projected first-quarter revenue of $78 billion, plus or minus 2 per cent, with most growth expected to come from data centres.

Huang highlighted deepening partnerships with leading AI firms. "This quarter, we announced a partnership with Anthropic and a $10 billion investment in their company," he said.

He described Anthropic's "Claude Cowork agent platform" as "revolutionary" and added, "Between Claude Cowork and OpenAI, compute demand is skyrocketing, and the ChatGPT moment of agentic AI has arrived."

He said Nvidia recently celebrated OpenAI's launch of "GPT-5.3 Codex," which was "trained with and inferencing on Grace Blackwell and NVLink 72 systems." He added, "We continue to work with OpenAI toward a partnership agreement and believe we are close."

On China, Kress said, "While small amounts of H200 products for China-based customers were approved by the US government, we have yet to generate any revenue, and we do not know whether any imports will be allowed into China." She added the company was "not assuming any Data Centre compute revenue from China in our outlook."

- IANS

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Reader Comments

P
Priya S
The numbers are mind-blowing! $30 billion from sovereign AI alone. It shows every nation is scrambling. Hope our Indian startups and IT giants are investing heavily in building this capability. We have the talent, need the infrastructure.
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Rohit P
Interesting that China isn't even in their revenue outlook. The US restrictions are creating a huge opportunity for other players. Maybe this is India's chance to become a major AI hardware hub? 🤔
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Sarah B
While the focus on national infrastructure is crucial, I hope we also prioritize making AI accessible and affordable for small businesses and farmers in India. It shouldn't just be for big corporations.
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Vikram M
"Compute equals revenues" – such a powerful statement. This is why our engineering colleges need to update their curriculums fast. We're producing great coders, but need more specialists in AI hardware and architecture.
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Karthik V
With respect, I think the article and the hype focus too much on the hardware race. India's strength has always been in frugal innovation and software. We should play to our strengths and build unique AI solutions for our local problems, not just chase NVIDIA's benchmarks.
A
Ananya R
The partnership with Anthropic and OpenAI is key. Indian companies

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