Futurum Equities(@FuturumEquities):Nvidia's Jensen Huang used his debut X post to argue AI will be built by every country and that open models enable sovereignty. Sovereign AI is the next demand leg: national build-outs need their own compute, and that lands directly in NVIDIA's data center order book. $NVDA

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2026.07.24 16:41

Nvidia's Jensen Huang used his debut X post to argue AI will be built by every country and that open models enable sovereignty. Sovereign AI is the next demand leg: national build-outs need their own compute, and that lands directly in NVIDIA's data center order book. $NVDA