这些海湾国家计划构建庞大的人工智能基础设施，成为英伟达芯片的重要买家。 这类"主权AI"交易构成了英伟达多元化客户战略的关键部分。公司高管表示，已有多个国家政府接触英伟达，希望为类似的主权AI项目采购其芯片。 CEO黄仁勋本周访问海湾地区，展示了公司希望在全球范围内复制的战略模式。 英伟达正大力推进多元化发展战略，寻求摆脱对微软、亚马逊和谷歌等科技巨头的依赖。 通过与沙特、阿联酋等国家建立"主权AI"合作关系，以及扶持CoreWeave等"新云"平台，这家芯片巨头试图在科技巨头之外建立新的收入来源。 全球拓展：英伟达的"主权AI"战略 英伟达本周与沙特阿拉伯的Humain达成了数十亿美元的芯片交易，同时阿联酋宣布与美国政府协调在阿布扎比建设全球最大数据中心之一。 英伟达近期还与思科、戴尔和惠普等供应商建立了联盟，以帮助向企业客户销售产品。这些企业管理自己的IT基础设施，而不是外包给云服务商。 黄仁勋在今年3月表示："比起一年前，我现在更加确信（大型云服务提供商之外的业务机会）。" 在今年的GTC大会上，英伟达推出Rubin芯片时，CoreWeave和思科等合作伙伴比传统的科技巨头更加突出。黄仁勋预测"每个行业 ...

Core Strategy - Nvidia is actively pursuing a diversification strategy to reduce its reliance on major tech giants like Microsoft, Amazon, and Google [1][5] - The company is establishing "sovereign AI" partnerships with countries such as Saudi Arabia and the UAE, aiming to create new revenue streams outside of traditional tech clients [1][2] Sovereign AI Initiatives - Nvidia has secured a multi-billion dollar chip deal with Saudi Arabia's Humain and is collaborating with the UAE to build one of the largest data centers globally [2] - These sovereign AI projects are a crucial part of Nvidia's strategy to diversify its customer base, with multiple governments expressing interest in procuring chips for similar initiatives [2] Support for New Cloud Platforms - Nvidia is supporting emerging cloud platforms like CoreWeave, Nebius, Crusoe, and Lambda, positioning them as competitors to established giants like AWS, Azure, and Google Cloud [3] - These new cloud partners gain priority access to Nvidia's internal resources, including consulting teams for data center optimization [3] Market Outlook - Nvidia's CEO Jensen Huang expressed increased confidence in business opportunities beyond major cloud service providers, predicting that every industry will have its own "AI factory" [4] - This shift represents potential sales opportunities worth hundreds of billions of dollars [4] Competitive Landscape - Despite its diversification efforts, Nvidia's recent regulatory filings indicate continued reliance on a limited number of clients, primarily large tech companies [5] - These tech giants are developing their own AI chips, posing a challenge to Nvidia's market dominance, particularly with Amazon entering the AI training space [5]