Signal Nearly half of the chip vendor's partnerships are with companies outside the United States

Summary

Nearly half of Nvidia's partnerships are now with companies based outside the United States. CB Insights analysed the chip maker's disclosed client, vendor and partnership relationships since the start of 2022. It found that 55 percent involve US companies, while the remaining 45 percent are with firms elsewhere. Europe and Asia account for most of the non-US share, with a small remainder spread across other regions such as South America, Africa, Australia and Canada. The firm reads this spread as Nvidia moving to meet demand that is increasingly organised by region. It fits the broader pattern of sovereign AI programmes creating local markets for compute.