By futureTEKnow | Editorial Team
Nvidia is once again at the center of the global AI conversation, with Citi analysts boosting their price target for the semiconductor giant to $190 per share. The move signals growing confidence in Nvidia’s ability to capture the surging demand for sovereign AI infrastructure—a trend reshaping both technology and geopolitics.
Sovereign AI refers to artificial intelligence systems developed and operated under the control of national governments. As countries race to secure their own AI capabilities, Nvidia has emerged as the go-to supplier for the hardware and software powering these national projects. Citi’s analysts highlight that Nvidia is “involved in essentially every sovereign deal,” positioning the company as a critical player in the global push for digital sovereignty.
Global Appetite for AI Infrastructure: Governments worldwide are investing billions to build out AI data centers, aiming to control their own data and technological destiny.
Nvidia’s Dominance: The company’s Blackwell GB200 chips are at the heart of many new AI clusters, enabling both enterprise and government-scale deployments.
Market Expansion: Citi has revised its estimate for the total addressable market (TAM) for AI compute to $563 billion by 2028, up from $500 billion. Networking TAM is also up, now projected at $119 billion.
Revenue Growth: Nvidia’s data center revenue is expected to rise by 5% in FY2027 and 11% in FY2028. Networking revenue is forecast to grow by 12% and 27% in those years, respectively.
Nvidia’s influence is not limited to the U.S. or Europe. Recent deals span the U.K., France, Germany, Saudi Arabia, Qatar, and the U.A.E., with projects rolling out across five continents. This global footprint is a testament to the company’s ability to meet diverse regulatory and technical requirements.
Digital Sovereignty: Countries want to ensure their data and AI models remain under local control.
Security and Compliance: National AI systems are seen as vital for defense, healthcare, finance, and critical infrastructure.
Economic Growth: AI investments are expected to generate high-tech employment and spur economic development.
While the outlook is bullish, there are risks on the horizon. Potential export restrictions, especially involving China, could impact Nvidia’s ability to serve certain markets. Geopolitical tensions remain a wildcard for the entire semiconductor industry.
Nvidia’s unique position at the intersection of AI innovation and national security has made it indispensable for governments building sovereign AI capabilities. With demand showing no signs of slowing, the company looks set to maintain its leadership in the next wave of AI infrastructure.
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