The global sovereign AI infrastructure market is projected to grow from $24.8 billion in 2026 to $301.6 billion by 2040, representing a compound annual growth rate of 19.54%. NVIDIA (NASDAQ: NVDA) has strengthened its sovereign AI strategy through national infrastructure partnerships across Europe, extending its position beyond GPU supply into sovereign AI platforms for industrial and public-sector applications. Initiatives such as Canada’s AI Sovereign Compute Infrastructure Program and Maharashtra’s 2,000-GPU program demonstrate growing public-sector commitment to localized computing capacity at scale.