金融时报：30年不涉政，黄仁勋如何变成了全球AI推销员？

Core Insights - Jensen Huang, the CEO of Nvidia, has shifted from a non-political stance to actively engaging with global leaders to promote AI technology and investment opportunities [1][2][3] - Nvidia plans to invest £2 billion in UK AI startups, aiming to establish the UK as an "AI superpower" [1][2] - The company's strategy includes expanding its market to governments, which may have more substantial funding than large tech companies [2][3] Investment Strategy - Nvidia's investment in the London-based startup Nscale includes £500 million and the sale of hundreds of thousands of chips, with Nscale's valuation reaching $3 billion [2] - Huang's approach involves forming strategic partnerships with local companies to meet the demand for AI technology across various countries [2][5] - The company has already announced over 20 sovereign AI projects across North America, Europe, the Middle East, and Asia since the beginning of the year [6] Sovereign AI Strategy - Nvidia's sovereign AI strategy aims to promote AI autonomy in various countries while maintaining U.S. technological dominance [3][5] - Huang has been a key proponent of the U.S. government's AI action plan, which seeks to export American AI technology globally [3][5] - The potential revenue from sovereign AI initiatives is projected to exceed $20 billion by 2025, more than doubling from 2024 [6] Market Dynamics - Analysts predict that the total market size for sovereign AI-related transactions will surpass $50 billion in the coming years [7] - Despite the emphasis on sovereign AI, no region, except China, has successfully established a self-sufficient AI ecosystem independent of U.S. technology [7][8] - The need for countries to develop their semiconductor industries is highlighted as essential for true AI sovereignty, which requires significant investment and commitment [8] Risks and Challenges - As Nvidia expands its customer base, the risk of overexpansion and potential excess capacity in the industry increases [9] - The reliance on AI technology continues to grow, with global leaders expressing support for Huang's vision and Nvidia's role in the AI landscape [9]