The company also announced a partnership in France with Mistral to build out AI hardware and software infrastructure in France. Mistral is building a data center with 18,000 Grace Blackwell systems that’s expected to be operational in 2026.
While Nvidia’s rhetoric could help it sell GPUs, sovereign AI is a real consideration among countries hoping to gain a competitive advantage, and it will trickle down to office workers, analysts said. Specifically, sovereign AI is linked to reskilling local workforces in industries that are priorities for governments.
Country-specific models will be a backbone of knowledge on how companies can do business within borders, said Jim McGregor, principal analyst at Tirias Research. “Finance, health care and government are typical applications, but this could extend to companies with strict security requirements,” he said.
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