What the Era of ‘Sovereign AI’ Means for Chip Makers - WSJ

1. Nvidia secures significant AI chip deals with Saudi Arabia and India. 2. Sovereign AI market could reach $50 billion annually, boosting Nvidia's prospects. 3. Nvidia's revenue may surpass $300 billion, a historic level for chip companies. 4. Geopolitical tensions could impact future AI chip sales, especially in China. 5. Nvidia's upcoming fiscal report may feature a significant $5.5 billion charge.