- Published on August 29, 2025
- In Global Tech
NVIDIA Positions Itself as Backbone of $4 Trillion AI Gold Rush
Governments worldwide are racing to build sovereign AI infrastructure and NVIDIA has become the go-to supplier.
Image by Nalini Nirad
- By Siddharth Jindal
NVIDIA is no longer just a chipmaker. Its latest earnings suggest it has become the world’s most critical supplier of infrastructure for AI.
The company posted record quarterly revenue of $46.7 billion, up 56% from a year ago, driven by insatiable demand for its data centre products. Sales of its latest Blackwell and Blackwell Ultra GPUs are ramping at unprecedented speed, with NVIDIA now producing 1,000 AI racks a week.
By 2030, NVIDIA expects trillions to be spent worldwide on AI infrastructure, from chips and data centres to software platforms and supercomputers. “Blackwell and Rubin AI factory platforms will be scaling into the $3 trillion to $4 trillion global AI factory build out through the end of the decade,” CEO Jensen Huang said on the earnings call.
Huang said the
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Siddharth Jindal
Siddharth is a media graduate who loves to explore tech through journalism and putting forward ideas worth pondering about in the era of artificial intelligence.
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