AI Infrastructure Race Is Reshaping Economies, Says NVIDIA CEO
WASHINGTON — NVIDIA Chief Executive Officer Jensen Huang said the global artificial intelligence boom has entered a decisive phase, arguing that computing power has become a direct driver of revenue growth and national competitiveness.
“In this new world of AI, compute equals revenues,” Huang said Wednesday during the company’s earnings call. “Without compute, there is no way to generate tokens. Without tokens, there is no way to grow revenues.”
Huang said architectural choices now play a critical role in business outcomes, describing them as directly tied to earnings performance. “Architecture is incredibly important. It is more than strategic now. It directly affects their earnings,” he said, adding that selecting systems with the best performance per watt has become essential.
He also emphasized that AI infrastructure is increasingly being treated as a matter of national priority. “Every country will build and operate some parts of its AI infrastructure just like with electricity and the Internet today,” Huang said, pointing to the rise of sovereign AI systems.
Chief Financial Officer Colette Kress said the company’s sovereign AI business more than tripled year over year to exceed $30 billion, driven by customers in countries including Canada, France, the Netherlands, Singapore, and the United Kingdom.
NVIDIA reported quarterly revenue of $68 billion, a 73 percent increase from a year earlier. Data center revenue reached $62 billion, up 75 percent year over year. For the full fiscal year, data center revenue totaled $194 billion, reflecting a 68 percent increase.
The company projected first-quarter revenue of $78 billion, plus or minus 2 percent, with the bulk of growth expected to come from its data center segment.
Huang highlighted expanding partnerships with leading AI developers, noting a newly announced collaboration with Anthropic that includes a $10 billion investment. He described Anthropic’s Claude Cowork agent platform as “revolutionary,” and said compute demand is accelerating rapidly.
“Between Claude Cowork and OpenAI, compute demand is skyrocketing, and the ChatGPT moment of agentic AI has arrived,” Huang said.
He also said the company recently marked OpenAI’s launch of GPT-5.3 Codex, which he said was trained and deployed using NVIDIA’s latest computing systems. Huang added that discussions toward a formal partnership agreement with OpenAI are ongoing and nearing completion.
Addressing China-related constraints, Kress said limited shipments of H200 products to China-based customers had received U.S. government approval, but the company has not yet generated revenue from those approvals. She said NVIDIA is not assuming any data center compute revenue from China in its financial outlook. (Source: IANS)
