Nvidia Has a Brilliant AI Business Poised to More Than Double Revenue to $20-Plus Billion This Year, Yet It Gets Little Coverage
Nvidia's sovereign AI business is on track to grow annual revenue much faster than its overall business.In late August, I was listening to Nvidia's (NVDA -4.84%) earnings call for its fiscal second quarter (ended July 27). When Colette Kress, CFO of the artificial intelligence (AI) tech leader, gave quantifiable data about the company's sovereign AI business, I thought, "Finally!" as such data is only rarely shared.Nvidia's sovereign AI business is growing like gangbusters. It appears to be the biggest grow ...