Will Sovereign AI be the next main battlefield for NVDA? | Jun Ishihara’s 5 US Stock Trends – ManeCli

エヌビディア［NVDA］、次の主戦場はソブリンAIか？ | 石原順の米国株トレンド5銘柄 – マネクリ
データセンター向け売上高が2.5倍に拡大、全体の約9割を占める。フアンCEO「ブラックウェルに対する信じられないような需要がある」。多くの国がソブリンAI…
https://media.monex.co.jp/articles/-/25248

Will Sovereign AI be the next main battlefield for NVDA? | Jun Ishihara’s 5 US Stock Trends – ManeCli
Sales for data centers increased 2.5 times, accounting for approximately 90% of the total. CEO Huang: “There is incredible demand for Blackwell.” Many countries have sovereign AI …
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Will Sovereign AI be the next main battlefield for NVDA? | Jun Ishihara’s 5 US Stock Trends – ManeCli

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