In a recent interview, NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang predicted that the global demand for AI infrastructure will soar as nations prioritize building and controlling their AI systems.
What Happened: Huang highlighted the growing emphasis on “sovereign AI capabilities” in countries like India, Japan, France, and Canada. He stated that these nations are recognizing the need to develop and manage their AI infrastructure domestically, Bloomberg reported on Friday.
He pointed out that Canada, for instance, is now facing an increased demand for supercomputers, essential for leveraging the AI advancements made by its academic institutions.
Huang, who co-founded Nvidia, has been advocating for a national approach to the AI boom, emphasizing the importance of keeping data and its derived intelligence within a country’s borders. This approach, he believes, will drive the expansion of data centers, thereby increasing the demand for Nvidia’s products and expertise.
"The vast majority of the computing market has been in the US, and to a much smaller degree, China," Huang said. "For the very first time, because of generative AI computer technology, it's going to impact literally every single country. So some of the markets will be quite large and global."
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