Signal The leading AI chip vendor reports over 20 billion dollars of sovereign AI revenue in 2025

Summary

Nvidia, the leading AI chip maker, expects its sovereign AI revenue to exceed 20 billion dollars in 2025. On an earnings call in August 2025, chief financial officer Colette Kress said this would be more than double the previous year's figure. She described sovereign AI, meaning a nation's ability to build AI on its own infrastructure, data and talent, as a significant opportunity. CB Insights links this revenue to government chip purchases, such as 24,000 chips for Germany and export approvals for up to 35,000 each for entities in Saudi Arabia and the UAE. The firm reads this state procurement as evidence that computing capacity is becoming localised.