NVIDIA's New Customers: The AI "National Teams"

Recently, NVIDIA's CEO Jensen Huang has been traveling globally, driving governments, state-owned telecommunications, and utility companies to invest in artificial intelligence. These companies typically oversee national computing infrastructure.

In terms of national-level AI investments, Singapore stands as one of the biggest investors. The country's National Supercomputing Center is upgrading to NVIDIA's latest AI chips, and state-owned telecommunications company Singtel is collaborating with NVIDIA to expand its data center footprint in Southeast Asia. Additionally, Singapore is driving a large-scale language model training project based on Southeast Asian languages.

Canada and Japan are also investing in significant projects. Last month, Canada committed $1.5 billion in funding to its domestic startups and researchers as part of its autonomous computing strategy. Following Huang 40 million to enhance its AI computing capabilities.

Similar initiatives are also taking place in Europe. For instance, telecommunications companies in France and Italy are utilizing NVIDIA's chips to build AI supercomputers for developing large language models in local languages. Last month, French President Emmanuel Macron called for public-private partnerships in Europe to purchase more Graphics Processing Units (GPUs), aiming to increase their global chip deployment share from 3% to 20% by 2030 or 2035.

African nations are also taking action. Last month, Kenya signed an agreement with Microsoft and the UAE-backed AI company G42 to build a $1 billion data center in the country, leveraging the country's geothermal energy to directly train models in Swahili and English.